Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

📝 Alternative investments are more than just a buzzword—they’re a powerful path to wealth preservation and tax-efficient growth. In this episode of the Financial Freedom Podcast, we sit down with Brad Johnson, founder of Evergreen Capital, to break down how high-income professionals can unlock tax-advantaged investing strategies through exclusive opportunities in the private market.

If you're a doctor, lawyer, or entrepreneur searching for ways to reduce your tax burden, grow passive income, and diversify beyond the stock market, this conversation delivers exactly what you're looking for.

Brad shares his blueprint for wealth-building via GP stakes, manufactured housing, and long-short strategies that generate consistent returns and tax-loss harvesting. He explains how his firm, modeled as a “family office light,” offers access to vetted investments that are typically off-limits to the general public.

Whether you're seeking real estate tax benefits, looking to reduce your ordinary income tax liability, or want to understand how Opportunity Zones 2.0 can defer and eliminate capital gains, Brad outlines tactical moves that fit the needs and goals of high-net-worth individuals.

👨‍⚕️ Are you a high earner trying to solve for:

• High tax bills with little relief?

• Lack of time to manage complex investments?

• Need for reliable passive income sources?

This episode connects the dots between your challenges and the strategies that solve them.

💡 Brad Johnson’s insights give you:

• Access to private equity like a pro
• Proven alternatives to 60/40 portfolios
• Smart ways to compound wealth with less tax friction

This discussion is for educational purposes only and does not constitute investment, tax, or legal advice. Evergreen Capital is a registered investment adviser. Registration does not imply any particular level of skill or training. Any reference to private funds or investments is illustrative only and not an offer or solicitation. Offers, if any, are made solely to accredited investors through official offering documents.

⏱️ Timestamps (12:38 video):

00:00 - Intro to Brad Johnson & Evergreen Capital
01:00 - What are alternative investments?
02:05 - GP stakes and access to private equity
03:15 - Real estate for tax benefits
04:20 - Who qualifies to invest with Evergreen
05:10 - Manufactured housing and depreciation
06:20 - How doctors use REP status for tax strategies
07:40 - Fee structure and minimum investment
08:40 - Long-short trader funds explained
09:50 - Tax-loss harvesting for ordinary income
10:45 - Opportunity Zones 1.0 vs. 2.0
11:55 - Final thoughts and how to get in touch

🔖 Hashtags:

#AlternativeInvestments #BradJohnson #EvergreenCapital #TaxStrategies #PassiveIncome #HighNetWorth #GPStakes #OpportunityZones #TraderFunds #DoctorsInvesting #FinancialFreedomPodcast

We couldn’t do it without the support of our listeners. To help support the show:

CashApp- https://cash.app/$drchrisloomdphd

Venmo- https://account.venmo.com/u/Chris-Loo-4

Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support

Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx

Follow us on Twitter: https://www.twitter.com/drchrisloomdphd

Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo

Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18

Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/

Thank you to all of our sponsors and advertisers that help support the show!

Financial Freedom for Physicians, Copyright 2025

🧾 Tech stack optimization is one of the most critical levers for growth in modern small businesses—but most founders aren’t sure where to begin. In this conversation with fractional CTO and tech strategist Rob Broadhead, we explore how to assess, upgrade, and streamline your tech investments so they drive revenue, not just cost.

Whether you’re a doctor, dentist, lawyer, or small business owner, your systems may be holding you back. Rob breaks down how to transition from scattered tools and outdated processes to a lean, integrated tech stack that works for you.

This episode answers questions like:

• How do I know if my current tech stack is outdated or costing me money?

• What’s the best first step for legacy system modernization?

• How can I use AI for business without overcommitting or misusing it?

• What’s a low-cost automation tool that could save me hours per week?

Rob brings over 30 years of experience in software development and business tech leadership to the table. As a fractional CTO, he has worked with startups, Fortune 500 companies, and solo practitioners—making him the perfect guide for small teams looking to grow smartly.

He also explains how business automation tools can turn small teams into productivity powerhouses and how even solo practitioners can benefit from a systems tune-up. His insights offer a clear path to aligning technology with business growth—not just keeping the lights on.

If you're searching for small business technology advice, this episode will give you actionable wisdom, frameworks, and next steps to modernize your business without burning out your team or breaking the bank.

⏱️ Timestamps (16:29 duration):

0:00 – Introduction: Meet Rob Broadhead
1:00 – Common tech frustrations for small business owners
2:22 – The biggest mistake businesses make with technology
3:15 – The impact of AI for business on teams and jobs
4:45 – From chaos to clarity: simplifying your tech stack
6:30 – When to custom-build vs integrate existing tools
8:05 – Framework: Turning technology into a growth driver
10:00 – How small teams can outpace big tech
11:12 – When to schedule a tech assessment or tune-up
12:30 – Legacy system modernization for practices
13:45 – Low-cost improvements that save time
14:55 – How to measure ROI after optimizing your tech stack
16:00 – How to connect with Rob and final takeaways

🏷️ Suggested Hashtags:

#TechStackOptimization#AIForBusiness#BusinessAutomationTools#FractionalCTO#SmallBusinessTech#PodcastForEntrepreneurs#LegacySystemModernization#Develpreneur

To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphd

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd

We couldn’t do it without the support of our listeners. To help support the show:

CashApp- https://cash.app/$drchrisloomdphd

Venmo- https://account.venmo.com/u/Chris-Loo-4

Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support

Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx

Follow our YouTube channel: https://www.youtube.com/chL1357

Follow us on Twitter: https://www.twitter.com/drchrisloomdphd

Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo

Follow our Blog: https://www.drchrisloomdphd.com/blog

Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18

Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/

Thank you to all of our sponsors and advertisers that help support the show!

Financial Freedom for Physicians, Copyright 2025

📄 AI marketing is no longer a luxury—it’s essential for any entrepreneur serious about growth. In this episode, we sit down with Tom Malesic, founder of EZMarketing and author of They’re Looking For You, to explore how AI-powered strategies can help small businesses generate leads, boost conversions, and dominate search rankings.

If you’re a business owner searching for answers to questions like:

• “How do I use AI marketing to get more customers?”

• “What’s the best way to grow my business with limited time and budget?”

• “How can I rank on both Google and ChatGPT?”

• “What’s the smartest way to structure my website for SEO?”

This conversation is exactly what you need.

Tom Malesic shares real-world, practical strategies on how to use AI marketing to scale efficiently. From turning your website SEO into a 24/7 sales rep to creating structured content that LLMs (like ChatGPT) understand, he reveals how to stand out in a crowded digital space. He explains how his agency helps business owners generate results with digital marketing strategies, even if they have zero technical knowledge.

In this episode, you’ll also learn:

• Why your website is the center of all marketing

• How your site design impacts trust and conversion rates

• How to use AI video clones to scale your personal brand

• What it takes to rank in the Google Map Pack

• Why content volume = visibility in ChatGPT SEO

• How to convert paid ad traffic into sales with smart site structure

If you’ve been wondering how to get found online or why your current digital marketing isn’t working, Tom breaks it down clearly—offering both wisdom and actionable insights that align with what business owners like you are already searching for.

📕 Grab Tom’s Book “They’re Looking for You” on Amazon: https://amzn.to/4nZ2M6I
⏱️ Timestamps (16:33 Total Length)

00:00 - Introduction to Tom Malesic & AI Marketing

01:00 - The #1 problem small business owners face

02:00 - Why your website is the core of all digital marketing

03:15 - Website conversion mistakes and how to fix them

05:00 - AI marketing vs. traditional SEO strategies

06:15 - Ranking in Google vs. ChatGPT: What you need to know

08:00 - How to create 1000+ pages of SEO-rich content

09:45 - Why content volume is critical for AI and Google ranking

10:40 - Getting started with digital marketing: SEO, ads, traffic

12:00 - Google Ads vs. organic ranking vs. local SEO

13:00 - Using Google Map Pack to win local search14:00 - AI video cloning & scaling your brand with avatars

15:30 - How to connect with Tom Malesic & final thoughts

📛 Hashtags: #AIMarketing #TomMalesic #DigitalMarketingStrategies #WebsiteSEO #SmallBusinessGrowth #ChatGPTSEO #GoogleRanking #MarketingPodcast

To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphd

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd

We couldn’t do it without the support of our listeners. To help support the show:

CashApp- https://cash.app/$drchrisloomdphd

Venmo- https://account.venmo.com/u/Chris-Loo-4

Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support

Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx

Click here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shop

Follow our YouTube channel: https://www.youtube.com/chL1357

Follow us on Twitter: https://www.twitter.com/drchrisloomdphd

Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo

Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18

Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/

Thank you to all of our sponsors and advertisers that help support the show!

Financial Freedom for Physicians, Copyright 2025

🧬 If you’ve been searching for precision genomics for physicians that actually improves decision-making at the bedside, this conversation with Dr. Sharon Hausman-Cohen, MD shows you how to turn DNA into real-world clinical action. In this episode, we unpack how IntellxxDNA functions as a physician-led clinical decision support tool to help clinicians move beyond generic lab panels and into truly precision medicine. 🧬

If you’re a concierge doctor, integrative or functional clinician, or a physician entrepreneur wondering how to use genomics in your day-to-day practice, this episode is built around your questions. We explore how genomic testing for doctors can reveal root causes of complex chronic disease, support dementia and Alzheimer’s prevention, and unlock advanced brain optimization genomics and mitochondrial health strategies your patients are already searching for but can’t get from basic consumer DNA tests.

Dr. Hausman-Cohen explains how she built IntellxxDNA for clinicians who want the depth of integrative and functional medicine without needing to become geneticists. You’ll hear how physicians are using genomics for concierge medicine to differentiate their practices, increase perceived value, and create new revenue streams, all while improving outcomes. For those considering concierge medicine practice growth, she walks through how genomics can become a high-impact, high-retention service that patients are willing to invest in for long-term health. 💼

Throughout the episode, we tackle questions clinicians actually type into search, such as:

• How do I use genomics in clinical practice?

• Is advanced DNA testing worth it for my patients?

• What does a genomic report look like and how hard is it to interpret?

• How can genomics help with early cognitive decline and heart disease risk?

Dr. Sharon Hausman-Cohen, MD shares case-based insights on using DNA pathways to guide targeted interventions for cognitive decline, cardiovascular risk, inflammation, detoxification, hormones, and more. Instead of single yes/no gene results, you’ll see how multi-pathway analysis informs practical care plans that align with your existing training and philosophy. 🧠

If you’ve been wondering how to bring precision genomics for physicians into your own clinic—whether you’re in primary care, concierge, integrative, or functional medicine—this conversation gives you a roadmap, language, and confidence to take the next step.

Timestamps / Chapters (22:21 Video)

• 0:00 – Introduction: Why Precision Genomics for Physicians Matters

• 0:50 – Meet Dr. Sharon Hausman-Cohen, MD & the Origin of IntellxxDNA

• 2:10 – What Is IntellxxDNA and How Does It Work for Clinicians?

• 4:00 – Beyond 23andMe: Clinical-Grade Genomics vs Consumer DNA Tests

• 6:00 – Using Genomics for Dementia and Alzheimer’s Prevention

• 8:15 – Brain Optimization Genomics, Mitochondria, and Cognitive Performance

• 10:30 – Practical Workflow: Bringing Genomics into Everyday Clinical Practice

• 13:00 – Genomics for Concierge and Integrative / Functional Medicine Practices

• 15:10 – Business Case: Concierge Medicine Practice Growth with Genomics

• 17:00 – Training, Support, and Overcoming the Learning Curve

• 19:00 – Real-World Patient Outcomes and Case Examples

• 21:10 – Final Takeaways for Clinicians Considering Precision Genomics

Hashtags

• #PrecisionGenomicsForPhysicians

• #IntellxxDNA

• #PrecisionMedicine

• #GenomicMedicine

• #ConciergeMedicine

• #IntegrativeMedicine

• #FunctionalMedicine

• #PhysicianEntrepreneur

• #ClinicalDecisionSupport

• #DementiaPrevention

• #BrainHealth

• #MedicalPodcast

To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphd

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

Thank you to all of our sponsors and advertisers that help support the show!

Financial Freedom for Physicians, Copyright 2025

✅ Silicon Valley entrepreneurship takes on a whole new meaning in this conversation with Lin Wu, whose extraordinary journey from a broom shop to a Fortune 500 technology executive embodies the true immigrant entrepreneur story, the evolution of Silicon Valley history, and the modern pressures of AI and the future of work. In this episode, we explore the insights, lessons, and pivotal moments that shaped one of the earliest engineers in Silicon Valley—and what his story means for anyone navigating today’s rapidly shifting tech landscape.

If you’re researching how Silicon Valley really works, how careers in tech evolve, or whether innovation still lives in the Valley, this episode brings clarity.

Listeners searching for how to break into tech, how AI is changing software jobs, or how immigrants succeed in entrepreneurship will hear real-world stories from someone who lived through the transistor revolution, the birth of mainframes, and the rise of venture-backed startups.

Lin Wu provides candid insight into how the industry has changed—and what remains timeless.

For founders, engineers, and professionals evaluating where to build their career, Lin breaks down the competitive realities of today’s tech ecosystem, from tech career advice to the impact of rise of AI in tech, chip war and semiconductor industry dynamics, and the truth about cost of living in Silicon Valley.

His decades of experience at IBM, Fujitsu partnerships, and startup building reveal how today’s challenges mirror—and differ from—the early days of modern computing.

This video helps answer key questions people frequently search:

• Is Silicon Valley still worth moving to?

• How will AI reshape software careers?

• Can immigrants still achieve the American Dream?

• How should students choose majors for the future economy?

• Where is the AI race between the U.S. and China actually heading?

Lin Wu’s wisdom offers not just answers—but perspective. You’ll walk away with actionable insights on innovation, mindset, adaptability, and how to thrive as technology undergoes the biggest transition since the birth of the PC.

⭐ Timestamps (15:36 total)

00:00 – Introduction to Lin Wu
01:00 – Immigrant beginnings and early struggles
02:00 – Paying for school and first jobs in America
03:00 – Entering the Ivy League and meeting IBM
04:00 – Mainframe computing and the birth of Silicon Valley
05:00 – Venture capital and the first startup experience
06:00 – The Japanese partnership and technology transfer
07:00 – Growing a company into the Fortune 500
08:00 – Then vs. Now: Evolution of Silicon Valley
09:00 – AI, chips, Nvidia, and the U.S.–China tech race
10:00 – Remote work, Austin & Miami migrations
11:00 – The American Dream then and now
12:00 – How the iPhone changed tech forever
13:00 – Who is winning the LLM race?
14:00 – Career advice for the next generation
15:00 – How to find Lin Wu’s book

⭐ Hashtags

#SiliconValley #Entrepreneurship #LinWu #ImmigrantSuccess #AIRevolution #TechCareers #StartupLife #AmericanDream #SiliconValleyHistory #FutureOfWork #AIandTech #SemiconductorIndustry #Nvidia #TSMC #VentureCapital

To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphd

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd

Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/

Thank you to all of our sponsors and advertisers that help support the show!

Financial Freedom for Physicians, Copyright 2025

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

✅ Franchising is one of the most powerful paths to predictable business ownership for doctors, dentists, attorneys, and high-income professionals looking to diversify their income and reduce dependence on W-2 income streams. In this episode, franchise expert Jon Ostenson breaks down how today’s market makes non-food franchising, service-based franchises, and semi-absentee franchises uniquely attractive — especially for investors seeking scalable, operator-supported businesses.

If you’ve been searching for how to build alternative income, how franchising compares with real estate, what franchise ROI looks like, or what types of franchises fit busy professionals, this conversation answers those exact questions. Jon explains how different franchise models solve the common frustrations professionals face: lack of time, lack of proven business systems, and the desire for passive or semi-passive income. His “executive model” approach shows how a strong operator + franchisor support can help you run a franchise without replacing your full-time career.

This episode gives clarity on what franchise categories are performing well, what to avoid, what makes certain brands strong investments, and how to conduct proper franchise due diligence. Jon also shares insights from helping hundreds of investors nationwide — showing you how the right franchise can deliver strong returns, tax advantages, and long-term asset value without the risks of startups or the delays of business acquisition.

⏱️ Timestamps — 15:36 Total Runtime

00:00 – Welcome + Introduction
00:28 – Why franchising is exploding
01:45 – Why high-income professionals are entering franchising
03:02 – What to look for in a franchise
04:14 – Franchise ROI vs real estate
06:18 – Best industries in non-food franchising
07:15 – Who is buying franchises today?
08:30 – Real examples of top-performing franchises
10:00 – Franchising vs startups vs acquisition
12:05 – Owner-operator vs semi-absentee vs passive models
13:50 – Pitfalls to avoid + how Jon helps clients
14:50 – How to connect with Jon Ostenson

To connect with Jon, visit: https://www.franbridgeconsulting.com/

🔥 Hashtags

#Franchising #NonFoodFranchising #FranchiseConsulting #PassiveIncome #AlternativeInvestments #BusinessOwnership #Entrepreneurship #HighIncomeProfessionals #SemiAbsenteeFranchise #JonOstenson #ServiceBasedFranchises

To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphd

Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd

We couldn’t do it without the support of our listeners. To help support the show:

CashApp- https://cash.app/$drchrisloomdphd

Venmo- https://account.venmo.com/u/Chris-Loo-4

Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support

Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx

Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online

Click here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shop

Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p

For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F

Follow our YouTube channel: https://www.youtube.com/chL1357

Follow us on Twitter: https://www.twitter.com/drchrisloomdphd

Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo

Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18

Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/

Thank you to all of our sponsors and advertisers that help support the show!

Financial Freedom for Physicians, Copyright 2025

✅ If you're looking to scale companies and hit growth targets without burning out or losing control, this episode with Kurt Uhlir is packed with powerful frameworks and real-world experience.

In just 23 minutes, you'll hear how Kurt Uhlir, CMO at Easy Home Search and an expert in growing companies past $250M, answers the very questions you’re searching for:

• How do I build systems that scale beyond $10M in revenue?

• What’s holding my startup back from scaling up?

• Is taking venture capital really worth it—or will it destroy my business?

• How do I lead teams without being a micromanager or burning out?

Kurt has been behind over 60 funding rounds and multiple IPOs.

He’s not just giving theory—he's been in the trenches, scaling SaaS, tech, and real estate platforms. He shares how he transitioned from founder to scaler, and why most founders should do the same if they want long-term success.

💡 If you're navigating leadership in a growing company, looking for a roadmap beyond $5M ARR, or trying to figure out your next move before raising capital, Kurt’s insights offer a clear, honest look at what scaling really takes.

🧠 This episode will help you:

• Understand the difference between growth and scaling startups

• Avoid the venture capital mistakes that kill long-term strategy

• Apply servant leadership to lead more effectively at home and work

• Set the right expectations with teams, boards, and investors

• Lead with humility and clarity as you navigate from operator to scaler

Whether you're a founder, operator, marketing exec, or VC-backed startup leader — this is the clarity you’ve been searching for.

⏱ TIMESTAMPS

00:00 – Intro: Who is Kurt Uhlir?
01:30 – “You're not a founder, you're a scaler”: discovering your lane
03:15 – The painful lessons of scaling the wrong way
04:40 – CMO at Easy Home Search: What Kurt does today
06:00 – The truth about venture capital & losing control
08:00 – Traits of companies that scale vs. stall
10:00 – Founders vs. scalers: Different skills, different paths
13:10 – Execution traps in the $10M–$250M stage
15:20 – The mindset shift for effective leadership
17:45 – Personal life vs. business: servant leadership at home
20:30 – One daily practice to become a better leader
22:30 – How to connect with Kurt

🏷 Hashtags

#ScaleCompanies #StartupLeadership #KurtUhlir #ServantLeadership #VentureCapital #CMOTips #StartupScaling #IPOInsights #BusinessGrowth

📄 Jason VanDevere turned down his family's multimillion-dollar dealership business to chase a dream that aligned with his passion and purpose. In this inspiring podcast episode, we dive deep into how Jason built a life and business around freedom, entrepreneurial purpose, and a product that now empowers thousands—Goal Crazy.

Whether you're a doctor, lawyer, dentist, or professional craving freedom beyond your high-income career, this episode answers your unspoken questions:

"Is it possible to walk away from success to find fulfillment?"

"How do I start a business without giving up everything I've built?"

"What’s the right business model for long-term freedom?"

Jason delivers insight on:

• Breaking away from a family legacy that no longer aligns with your inner fire

• Using the Triple L framework to discover your perfect business idea

• Why chasing only “easy money” leads to burnout and why you should pursue purpose-driven businesses instead

• Building a company that runs in 30 hours or less per week

• How to find mentors and your first customers with no audience or funding

His journey shows that the path to financial freedom doesn't have to be paved with stress or regret. You’ll walk away with clarity, proven strategies, and a new belief in your own ability to pivot toward purpose.

📘 Learn more about Jason’s book Dream Driven and his productivity system at: https://amzn.to/4nTxu0O

🕰️ Timestamps (20:46 total)

00:00 - Intro to Jason VanDevere & his family’s dealership legacy

01:42 - Why he walked away from millions to follow a dream

04:35 - Early struggles and defining a dream business

06:20 - Explaining the “Triple L” Framework (Longing, Lifting, Light)

09:05 - How to avoid being trapped in a business you hate

10:54 - How Jason balances business and family

12:03 - How to get your first customers without an audience

14:22 - Mentorship: Finding business mentors for free

17:10 - Building a 30-hour workweek business

19:00 - Final insights on fulfillment, freedom, and advice for professionals

20:30 - How to connect with Jason + free business idea course

🔍 Hashtags

#JasonVanDevere #GoalCrazy #DreamDriven #Entrepreneurship #LeavingFamilyBusiness #StartupMindset #FinancialFreedom #PurposeDriven #BusinessMentorship #WorkLifeBalance #StartABusiness

To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphd

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd

We couldn’t do it without the support of our listeners. To help support the show:

CashApp- https://cash.app/$drchrisloomdphd

Venmo- https://account.venmo.com/u/Chris-Loo-4

Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support

Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx

Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online

Click here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shop

Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p

For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F

Follow our YouTube channel: https://www.youtube.com/chL1357

Follow us on Twitter: https://www.twitter.com/drchrisloomdphd

Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo

Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18

Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/

Thank you to all of our sponsors and advertisers that help support the show!

Financial Freedom for Physicians, Copyright 2025

🔹 Startup advice from someone who's actually done it. In this episode, Spencer Dennis — founder of CoachNow and author of How to F*** a Unicorn — shares unfiltered truths about raising capital, navigating acquisitions, and surviving the emotional rollercoaster of startup life.

If you’re searching for bold startup guidance, this episode delivers. Spencer speaks directly to founders who are:

• Stuck trying to build a startup from scratch

• Unsure about how to raise startup capital

• Curious about the realities of startup acquisitions

• Struggling with imposter syndrome as a founder

• Wondering if AI in coaching can replace human connection

• In need of a high performance founder mindset just to stay sane

This conversation is packed with actionable startup advice grounded in real experience — not theory. Spencer Dennis has coached elite athletes, built and sold companies, and now helps founders avoid the traps he fell into. From distribution-first thinking to the emotional toll of selling your company, he offers wisdom that's aligned with your search intent as a founder or aspiring entrepreneur.

If you’re looking for insight, clarity, and an honest take on how to win without losing your soul, you’ll find your answers here.

To check out Spencer's book, visit: https://amzn.to/4pgeLxV

🔹 Timestamps (20:26 duration)

00:00 – Introduction to Spencer Dennis & CoachNow

01:15 – From Golf Pro to Tech Startup Founder

03:00 – The Origin Story: Solving Your Own Problem

04:30 – Validating Before Building: The Right Way

06:00 – Why Founders Need Built-In Distribution Channels

08:10 – The Hidden Traps of Taking VC Money

10:00 – The Dark Side of Startup Acquisitions

12:00 – Why Founders Are Like High-Performance Athletes

14:00 – Post-Acquisition: What Really Happens After the Exit

15:30 – Future of AI in Coaching & Performance

17:00 – Imposter Syndrome, Confidence, and the Founder Identity

19:00 – Final Advice + Book Mention: How to F*** a Unicorn

20:00 – Where to Find Spencer Dennis

🔹 Hashtags

#StartupAdvice #SpencerDennis #CoachNow #VentureCapital #StartupFounders #StartupFunding #HighPerformanceFounders #StartupAcquisition #AIinCoaching #ImposterSyndrome #BuildingaStartup #FounderMentalHealth

To check out the YouTube (video podcast), visit: https://www.youtube.com/@drchrisloomdphd

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd

We couldn’t do it without the support of our listeners. To help support the show:

CashApp- https://cash.app/$drchrisloomdphd

Venmo- https://account.venmo.com/u/Chris-Loo-4

Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support

Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx

Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online

Click here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shop

Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p

For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F

Follow our YouTube channel: https://www.youtube.com/chL1357

Follow us on Twitter: https://www.twitter.com/drchrisloomdphd

Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo

Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18

Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/

Thank you to all of our sponsors and advertisers that help support the show!

Financial Freedom for Physicians, Copyright 2025

✅ Becoming the CEO of your career isn't just a mindset shift—it’s the proven strategy for professionals and entrepreneurs looking to accelerate growth, earn more, and take control of their future.

Whether you're stuck in a role that undervalues you or you're building a business without traction, this episode delivers actionable insights from career coach and TEDx speaker Kendall Berg. Kendall went from being overlooked in her corporate job to being promoted five times in six years—and now she helps others unlock the unspoken strategies of workplace success.

In this episode, we cover how to escape the corporate plateau, how to build strategic relationships, and how to use effective communication to influence promotions and performance. If you're Googling “how to get promoted,” “why hard work doesn’t pay off,” or “how to grow my career,” this is the conversation designed for you.

🔍 Kendall shares how professionals can apply an entrepreneurial mindset inside the corporate world, why many fail to get promoted despite being the hardest workers, and how to navigate office politics authentically. She also explores how AI and automation will change the nature of work—and why leadership and communication are more important than ever.

If you're tired of waiting for someone to notice your efforts—or you’re building a business and hitting invisible walls—this episode will show you how to communicate your value, build influence, and finally take charge.

To check out Kendall's book, "Secrets of the Career Game: 36 Simple Strategies to Win in the Workplace ", visit: https://amzn.to/4qLoqOo

⏱️ Timestamps (23:26 total)

00:00 – Introduction to Kendall Berg
01:00 – The Secret Language of Corporate Success
02:30 – Why Relationships Beat Technical Skills
04:00 – How to Disagree Without Burning Bridges
06:00 – The Myth of Job Security
09:00 – Kendall’s Story: From Overlooked to CFO Offer
13:00 – Managing Teams: Mistakes and Lessons
16:00 – The AI Impact on Career & Leadership
20:00 – Entrepreneurs vs Employees: How to Think Like a CEO
22:00 – Connect with Kendall & Final Thoughts

📌 Hashtags:

#CareerCoach
#CEOOfYourCareer
#KendallBerg
#CareerGrowth
#LeadershipDevelopment
#EntrepreneurMindset
#FutureOfWork
#WomenInLeadership

Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.  

Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd

We couldn’t do it without the support of our listeners. To help support the show:

CashApp- https://cash.app/$drchrisloomdphd

Venmo- https://account.venmo.com/u/Chris-Loo-4

Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support

Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx

Click here to schedule a 1-on-1 private coaching call: https://www.drchrisloomdphd.com/book-online

Click here to check out our bookstore, e-courses, and workshops: https://www.drchrisloomdphd.com/shop

Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p

For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F

Follow our YouTube channel: https://www.youtube.com/chL1357

Follow us on Twitter: https://www.twitter.com/drchrisloomdphd

Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo

Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18

Subscribe to our Substack newsletter: https://substack.com/@drchrisloomdphd1

Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/

Thank you to all of our sponsors and advertisers that help support the show!

Financial Freedom for Physicians, Copyright 2025