This episode is sponsored by Eckard Enterprises. To start empowering your financial future, visit www.EckardEnterprises.com Veena Jetti has been very successful in investing in multifamily properties for more than a decade. Her company Vive Funds has transacted over $1 billion in real estate. She shares how she got started, finds investors and chooses properties. She also talks about surviving in the real estate market despite higher acquisition costs and interest rates that have doubled. She offers sound advice for choosing a real estate syndication for those looking to invest.  To learn more about Veena, go to www.ViveFunds.com or you can join her FaceBook group Mastering Multifamily with Veena Jetti. 

Grand Rounds - Investing in multifamily units with Veena Jetti

As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and your family. I have witnessed residents and fellows bombarded by life and disability insurance salesmen and other “investment” pitches that are not in their best interest. You didn’t receive any formal financial education in your decades of medical training, so how are you supposed to know the good financial advisors from the bad? This podcast will help with that. Remember, it’s ok to not know the difference between a ROTH IRA and a 403b or which 529 plan is best. This podcast will simplify highly complex concepts and translate industry jargon into plain English. Are you ready to take action and make smarter, more informed financial decisions? Great - let's do this! Let your financial residency begin.

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This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. In this episode of Contract Diagnostics, Jon delves into the critical topic of conflicts of interest, especially relevant in physician employment contracts. Learn why it's essential to be aware of potential conflicts, from financial disclosures to external activities, and how they can impact your career and personal information.  Jon shares insights on the importance of transparency, the risks of data misuse, and tips on how to identify and navigate conflicts of interest. Tune in to ensure you’re making informed decisions and safeguarding your professional integrity. Jon invites individuals to contact Contract Diagnostics through phone, chat, or email for personalized assistance, visit www.ContractDiagnostics.com

Coffee & Contracts - Conflicts of Interest - Take Them Seriously

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. In this episode of "The Life Well Lived: A Physician's Guide to Wealth," James Nutter continues his mini-series on exposing financial advisors. He shares 15 crucial questions every physician should ask when hiring a financial advisor, emphasizing the importance of finding a fiduciary advisor who acts in your best interest. Nutter also highlights the need for advisors who understand the unique financial challenges faced by physicians. With these questions in hand, physicians can confidently hire their dream advisor without wasting time or making costly mistakes.                             Timestamp   Summary     0:51   Choosing the Right Financial Advisor for Physicians     4:01   Financial Licensing Exams Versus Medical Board Certification     5:17   Choosing the Right Financial Advisor: Trust Your Gut     6:12   Essential Questions to Ask Your Financial Advisor     8:08   Navigating Financial Licenses and Commission Structures     10:29   Advisor Availability and Client Support Explained     13:16   Choosing Financial Advisors: Questions and Accessibility     15:21   Exploring Levels of Service: DIY to Full Assistance     16:04   Understanding Financial Advisor Fees and Conflicts of Interest     17:51   Challenge Your Financial Advisor with Informed Questions      Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

A Physician’s Guide to Wealth - 15 Critical Questions to Ask A Financial Advisor During the Hiring Process

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. This week, Doug clarifies the often misunderstood concept of loan contingency in real estate offers. Learn the difference between a loan commitment and a clear to close, and why understanding this distinction is crucial when writing offers.  Doug explains what it means to meet your loan contingency and what realtors should expect during the process. Tune in to gain valuable insights into navigating loan approvals and ensuring a smooth path to closing. If you have questions, Doug is available at DougCrouse.com

Mortgage Minute - Don’t Consolidate to a New Account

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. The FTC issued it's final rule on noncompetes, but multiple lawsuits and challenges have been filed. Jon Appino with Contract Diagnostics talks about how this may affect physicians, but acknowledges that many things may change before it makes its way to implementation. We also talk about how noncompetes may or may not affect compensation and nonmonetary aspects of contract negotiations. And finally, Jon talks more about fair market value and puts to bed the myth that there is a magic number that employers must use when putting forth contracts to their physicians.  You can get a free 15-minute consultation with Contract Diagnostics for yourself or a 30-minute consultation for your group. Go to  www.ContractDiagnostics.com to learn more. 

Grand Rounds - More in depth on noncompetes and fair market value with Jon Appino

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. ​​In this episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter provides a comprehensive checklist for pursuing Public Service Loan Forgiveness (PSLF) for physicians. He breaks down the steps to understanding the requirements, confirming if PSLF is right for you, getting organized and doing it consistently, building a contingency plan, and what to expect when you reach 120 payments. With insights from a client who had over $200,000 in loans forgiven, James offers valuable tips and resources to help physicians navigate the PSLF process successfully.                     Timestamp   Summary     1:06   Essential PSLF Tips for Physicians Seeking Loan Forgiveness     6:30   Determining Employer Eligibility for Public Service Loan Forgiveness     11:23   Evaluating Public Service Loan Forgiveness Suitability and Strategies     16:48   Strategic Income Reporting for Lower Loan Repayments     19:40   Strategies for Timely Student Loan IDR Recertification     25:53   Mastering PSLF Through Organized Documentation and Regular Submissions     28:51   Identifying an Authorized Official for Employment Verification      Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Grand Rounds - Investing in multifamily units with Veena Jetti

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