This week we continue our conversation on the world of investing with Dr. Deren Flesher. Today we share valuable insights on evaluating investments in real estate, oil and gas, and opportunity zones while discussing strategies for maximizing tax benefits and minimizing risk.
 

In this conversation, we also explore the importance of understanding sales funnels, tax strategies, and the role of CPAs in guiding investment decisions. Dr. Flesher walks us through his personal investment journey and highlights how dentists can take advantage of institutional partnerships and quick opportunities to grow their portfolios. Whether you're looking to diversify or optimize your current investments, this episode provides actionable advice on managing risks and making informed financial decisions.
 

What you'll hear in this episode:

[0:10] Exploring Alternative Investments in Dentistry

[1:05] Understanding Sales Funnels and Tax Strategies

[2:35] Diversification and Market Risks

[4:15] Institutional Partners and Quick Opportunities

[7:55]Personal Investment Journey and Opportunity Zones

[9:15] Tax Benefits and Long-Term Gains

[14:50] Oil and Gas Investments

[19:35] Role of CPAs in Investment Decisions

[25:15] Connecting and Learning More
 

Learn more about Legacy Point https://legacypointgroup.com/

Email Deren: [email protected]

Check out the Wealth Beyond the White Coat Podcast https://podcasts.apple.com/us/podcast/wealth-beyond-the-white-coat/id1740607879

Learn more about Tooth and Coin's services: https://www.toothandcoin.com/

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