Trisha’s guest this week is Grant Bledsoe, Certified Financial Planner with Three Oaks Wealth.  His company works with a lot of physicians and business owners.  He advocates for physician ownership in the properties where they practice for long-term financial benefits, increased equity, and tax advantages.

 

In this episode, we talk about…

[3:10] Grant’s background and the history of Three Oaks Wealth

[5:44] Financial planning for physician ownership

[9:08] The tax benefits of physician ownership

[11:34] The benefits of physician ownership for business operation

[14:40] Reduction in ordinary income 

[17:41] Long-term benefits of physician ownership

[23:14] Grant’s first job

[23:38] What Grant would do for a living if he was not a financial planner

[24:08] What Grant is reading for news, information, and inspiration

[26:22] What Grant does for daily self-care

[27:11] Whether leaders are born or trained

 

Links to resources:

Grant Bledsoe

Certified Financial Planner

Three Oaks Wealth

Podcast: Grow Money Business

 

Subscribe, rate and review: www.providerspropertiesandperformance.com

 

Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/

 

About Trisha:

WEBSITE: www.docproperties.com

LINKED IN: https://www.linkedin.com/in/trishatalbot/

Email inquiries to: [email protected]