Generational Wealth MD

In 2020, when everyone was wiring money into apartment syndications as fast as sponsors could open them.

Brian Burke was selling.

He sold most of his multifamily portfolio right before the market broke in 2022. On this episode of the podcast, I asked him how he made both calls, what he’s doing now and how a busy physician can vet deals without doing the work full time.

Brian is President of Praxis Capital. Over 37 years he has acquired more than $1 billion in real estate, including over 4,000 multifamily units, 2,500+ senior housing units and 700+ single-family homes. He also wrote The Hands-Off Investor, which many people treat as the handbook for passive investors.

Where most physician investors get stuck:
1. You're judging sponsors by their pitch deck.
2. The risk in a deal doesn't show up in its projected returns.
3. You buy what everyone else is buying, when they're buying it.

What we dig into:
1. Why he sold when everyone else was buying
2. What he’s buying now
3. How busy physicians can vet deals 

That's a lot to cover in one episode. If you want to go further, come see Brian in person.

Join me in San Diego on the beach:
Physician Freedom Summit (CME-eligible)
March 12–14, 2027, Seabird Ocean Resort

You'll learn practical tax, wealth and investment strategies from Brian Burke and Ajay Gupta, Tony Robbins' wealth advisor. You'll also meet physicians who are building financial freedom with more clarity and confidence.

Reserve your place: https://www.generationalwealthmd.com/summit

So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire. 🙏

....

Join us in person at the CME-eligible Physician Freedom Summit in San Diego in March 2027. Learn practical tax, wealth, and investment strategies from leading financial experts https://www.generationalwealthmd.com/summit

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://gwcapital.com/

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/waitlist

🌎 Reach out to Param
• Website https://www.generationalwealthmd.com/
• LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232
• IG https://www.instagram.com/generationalwealthmd/?hl=en
• YouTube https://www.youtube.com/@GenerationalWealthMD

🎙️Inside Tony Robbins’ $100 Billion Wealth Playbook

What does the financial advisor trusted by Tony Robbins—and responsible for managing more than $100 billion—know that most physicians don’t?

Join me for an extraordinary conversation with Ajay Gupta, the wealth-management veteran behind Robbins Gupta Holdings, the exclusive family office for Tony Robbins and the Gupta family.

For the #1 New York Times bestseller Money: Master the Game, Ajay and Tony interviewed 50 financial titans—including Ray Dalio, Warren Buffett, and Charles Schwab. Those 150 hours of conversations, Ajay says, taught him more than his entire 25-year career in finance.

In this episode, Ajay reveals the principles the world’s wealthiest investors use to make better decisions, identify advice they can trust, and protect wealth across generations.

Sometimes, one conversation really can change your trajectory.
Meet Ajay in person at the CME-eligible Physician Freedom Summit in San Diego in March 2027—and learn advanced tax and wealth strategies from leading financial experts.

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And Ajay isn't just a guest. He's one of our Physician Freedom Summit speakers.

He's joining us live at PFS 2027, March 12–14 at the Seabird Ocean Resort in San Diego. CME eligible.

The podcast is the tip of the iceberg. In the room, you get the full playbook, plus the tax and wealth strategies most physicians never get access to.

Sometimes one conversation really can change your trajectory.

Join Me at PFS 2027: https://www.GenerationalWealthMD.com/summit

See you in San Diego!

🎙️Inside Tony Robbins’ $100 Billion Wealth Playbook

What does the financial advisor trusted by Tony Robbins—and responsible for managing more than $100 billion—know that most physicians don’t?

Join me for an extraordinary conversation with Ajay Gupta, the wealth-management veteran behind Robbins Gupta Holdings, the exclusive family office for Tony Robbins and the Gupta family.

For the #1 New York Times bestseller Money: Master the Game, Ajay and Tony interviewed 50 financial titans—including Ray Dalio, Warren Buffett, and Charles Schwab. Those 150 hours of conversations, Ajay says, taught him more than his entire 25-year career in finance.

In this episode, Ajay reveals the principles the world’s wealthiest investors use to make better decisions, identify advice they can trust, and protect wealth across generations.

Sometimes, one conversation really can change your trajectory.
Meet Ajay in person at the CME-eligible Physician Freedom Summit in San Diego in March 2027—and learn advanced tax and wealth strategies from leading financial experts.

___

And Ajay isn't just a guest. He's one of our Physician Freedom Summit speakers.

He's joining us live at PFS 2027, March 12–14 at the Seabird Ocean Resort in San Diego. CME eligible.

The podcast is the tip of the iceberg. In the room, you get the full playbook, plus the tax and wealth strategies most physicians never get access to.

Sometimes one conversation really can change your trajectory.

Join Me at PFS 2027: https://www.GenerationalWealthMD.com/summit

See you in San Diego!

THE PASSIVE INVESTING TRAP: How to Spot a Bad Deal Before It Costs You

A polished presentation can make almost any investment look compelling. But when market conditions change, weak assumptions, excessive debt, and the wrong sponsor can turn “passive income” into years of uncertainty.

After completing more than 100 commercial and residential real estate investments and exits, today’s guest Paul Moore knows what survives beyond the spreadsheet—and what warning signs investors routinely miss. Paul has also been a host on BiggerPockets, is a three-time real estate author and is the Founder of Wellings Capital with over 200M in Equity under management.

If you want to learn:
- How to uncover the risks hidden behind attractive projections
- Which questions to ask before trusting a sponsor with your capital
- How experienced investors identify durable opportunities across changing markets

Join me on this podcast as I dive deep with Paul.

Stay until the end, because Paul reveals the red flags that can expose a dangerous passive investment before you commit your capital—an insight that could change how you evaluate every deal.

See you there!

And if you want to go beyond one podcast conversation- 

Join us in person at the CME-eligible Physician Freedom Summit in San Diego in March 2027. Learn practical tax, wealth, and investment strategies from leading financial experts including 

Tony Robbins wealth advisor - Ajay Gupta

& the author of the “Hands off investor” the passive investor bible - Brian Burke 

—and connect with physicians building financial freedom with greater clarity and confidence.

Reserve your place: https://www.generationalwealthmd.com/summit

....

So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire. 🙏

....

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://gwcapital.com/

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/waitlist

🌎 Reach out to Param
• Website https://www.generationalwealthmd.com/
• LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232
• IG https://www.instagram.com/generationalwealthmd/?hl=en
• YouTube https://www.youtube.com/@GenerationalWealthMD

“If 2025 taught us anything, it’s that uncertainty rewards those with Non Negotiable Criteria and A Repeatable system. “

In this episode, I want to go over :

• 5 RULES that will form the foundation for your breakthrough in 2026 —no matter what the economy does.
• How to prioritize downside protection 
• The one thing Sophisticated investors are doing differently
• Your biggest Lever for momentum in 2026

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://gwcapital.com/

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/waitlist

🌎 Reach out to Param 
 • Website https://www.generationalwealthmd.com/ 
 • LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232 
 • IG https://www.instagram.com/generationalwealthmd/?hl=en 
 • YouTube https://www.youtube.com/@GenerationalWealthMD

Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Join the 10X your Freedom FREE 3-Day event: https://www.generationalwealthmd.com/event

THE SAVVY INVESTOR'S GUIDE TO SIX FIGURES IN PASSIVE INCOME
Download your FREE guide today at: https://gwcapital.com/guide

Episode of our 3 Part Part Podcast Special

Episode 2 - “Building Passive Income in a Volatile Market”

⭐ “Doctors who waited in 2025 lost ground. Doctors who acted built wealth and saved tens of thousands in taxes. 2026 will reward action even more.”

🎯 2026 is a transition year and there will be discomfort - not because things are broken but because old assumptions won’t work. 

Join me on this podcast episode as I deep dive into what you need to win in 2026:
- Clarity & Understanding Today’s Market 
- Where the economy actually stands
- Why uncertainty ≠ danger (when you invest strategically)
- How to spot asymmetric opportunities
- Passive Income Strategies that work for Doctors in 2026
- How to invest without managing toilets or tenants

Where the biggest opportunities are:
- The Hidden Lever: Tax Savings as Income
- How one physician saved $800K in taxes with STR strategy
- How syndication depreciation erased K-1 taxes

“If you start now, here is what your 2026 can realistically look like…
Six figures in Income that comes in even when you travel the world 
Hundreds of thousands of dollars saved in taxes that can go towards building generational wealth
Autonomy and Time for the things that matter most - you don’t have to wait another decade
Don’t wait till crisis hits to start shifting and planning. Let 2026 be your Breakthrough year

....

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://gwcapital.com/

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/waitlist

🌎 Reach out to Param 
 • Website https://www.generationalwealthmd.com/ 
 • LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232 
 • IG https://www.instagram.com/generationalwealthmd/?hl=en 
 • YouTube https://www.youtube.com/@GenerationalWealthMD

....

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://gwcapital.com/

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/waitlist

🌎 Reach out to Param 
 • Website https://www.generationalwealthmd.com/ 
 • LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232 
 • IG https://www.instagram.com/generationalwealthmd/?hl=en 
 • YouTube https://www.youtube.com/@GenerationalWealthMD

“Despite the chaos of 2025—rate swings, market volatility, tariffs, new presidency —our students created more cash flow and tax savings than ever. Here’s how.”
🎯 In this podcast episode, I’ll walk you through - how despite market turmoil 

A doctor went from 0 to 2 cash-flowing Short-Term rentals + $100K tax sheltering in 3 months

A couple with a toddler created $10k/month in side income

A busy specialist built 6 figures in tax sheltered income investing passively - no tenants, no toilets, no headaches

What These Wins Really show us is Freedom is possible even in uncertainty—IF you follow the right steps.
When you know how to spot hidden opportunities

How the most successful doctors simplified their strategy

Common pitfalls they avoided (analysis paralysis, chasing shiny objects, DIY tax strategy) 📣 

....

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://gwcapital.com/

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/waitlist

🌎 Reach out to Param 
 • Website https://www.generationalwealthmd.com/ 
 • LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232 
 • IG https://www.instagram.com/generationalwealthmd/?hl=en 
 • YouTube https://www.youtube.com/@GenerationalWealthMD

With just weeks left in the year, physicians are asking the same question:
“What should I do now to lower my taxes?”

So, I’m bringing my CPA onto the podcast for a rapid-fire breakdown of the highest-impact year-end tax strategies —

We’ll talk through
1. bonus depreciation
2. timing your investments
3. passive-loss optimization
4. and practical steps you can take before December 31 to maximize savings.

If reducing your tax bill is a priority for 2026, then join me & Nick Aiola as we deep dive!

Get Connected with Nick via: https://www.generationalwealthmd.com/cpa

So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire. 🙏

....

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://gwcapital.com/

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/waitlist

🌎 Reach out to Param
• Website https://www.generationalwealthmd.com/
• LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232
• IG https://www.instagram.com/generationalwealthmd/?hl=en
• YouTube https://www.youtube.com/@GenerationalWealthMD

Self-Storage Returns & Value Add Pivots

Interest rates remain high and there is uncertainty in the market ranging from tariffs to labor costs. Deals today don’t pencil the same way they did a few years ago and those who are thriving in this economy are those who have pivoted and adapted.

If you want to learn
- How real estate investors are still controlling returns amid market uncertainty
- Why adding self storage to your portfolio may be a smart move
- How to capitalize on Consumer landscape changes

Join me and Clint Harris of Nomad Capital as we deep dive into:

- Pros and cons of asset classes from STRs to self storage
- Risk Return profile & Due diligence of Self storage Investments
- Value add pivots in the current economy including Asset class conversions

....

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://gwcapital.com/

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/waitlist

🌎 Reach out to Param
• Website https://www.generationalwealthmd.com/
• LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232
• IG https://www.instagram.com/generationalwealthmd/?hl=en
• YouTube https://www.youtube.com/@GenerationalWealthMD

If you’re a high-income earner staring at Q4 realizing:

(a) you’ve got a multiple six-figure tax bill about to punch you in the face, and
(b) you don’t have a plan…

Here’s the rundown:
- Reduce taxes on W2 income
- If most of your money still shows up as W2 income, you’re getting hit the hardest — and you know it.

We go through two levers that can actually touch active income THIS year:
- STR status (short-term rental with material participation)
- The MOB (medical office building / clinical real estate) structure
- These aren’t “maybe someday” strategies. They’re working right now and you still have a few weeks to take action.

If this interests you, then enjoy the podcast episode!

So enjoy, and please consider subscribing and liking the episode! This helps me support more people -- just like you -- to accelerate to financial freedom and move toward the life they desire. 🙏

....

💬 Get on our Priority list to be notified about upcoming investment opportunities with GW Capital: https://gwcapital.com/

⏰ Interested in learning more about taking back control of your time and income by building your real estate portfolio the right way? Get on the waitlist for the next cohort of Creating Generational Freedom: https://www.generationalwealthmd.com/waitlist

🌎 Reach out to Param
•Website https://www.generationalwealthmd.com/
•LinkedIn https://www.linkedin.com/in/param-baladandapani-md-abb693232
•IG https://www.instagram.com/generationalwealthmd/?hl=en
•YouTube https://www.youtube.com/@GenerationalWealthMD