Ep.1: 7 steps to a Breakthrough Financial year

Last month I made a decision to make 2025 my breakthrough year and I solidified the decision by committing to a six figure mentorship program! 

And as I begin mapping out my Breakthrough year with my coaches, I wanted to share with you the 7 step process we use. 

This is the same process I used in 2024 to boost my passive income by 50% & triple our Assets under management to  $375 Million.

But till a few years ago, a new year would come - I was motivated, ready to take action, felt energized 

But when I looked back at the end of the year -  the needle hadn’t moved much. I was still trapped in my W2 job and nowhere close to Financial Freedom 

So what changed? 

Join me as I go over:

• Ray Dalio’s “Holy Grail” of Investing - the same principle that helped me retire at 41  
• 7 step process I now use every Year to ensure I take massive action 
• Levers you must use to generate momentum 
• Case studies of physicians like you using these steps to grow passive income & shelter clinical income from taxes 

I want you to make this your Breakthrough year for your Finances & passive income - and your health & relationships! 

See you there!

🔗 Links Mentioned:

• Join our Priority Investor List: gwcapital.com
• 10X your Financial Freedom: generationalwealthmd.com/event
• Physician Freedom Summit: generationalwealthmd.com/summit

Ep. 2 - Reducing your taxes in 2025 and beyond

Till 4 years ago- I was paying multiple six figures in taxes 

Most of you probably still do. 

And as you are looking to make this your year of financial Breakthrough - remember the easiest dollar you earn is the dollar you keep in your pocket 

If you remember step 6 from the 7 steps to a breakthrough Financial year - it was Leverage! That’s what Tax sheltering strategies helped me do! 

Join me as I go over:

• The tax strategies my students and I have used to add momentum to our plans 
• How Passive investors & full time physicians can also tap into this
• Why 2025 & 2026 may be critical years to tap into these strategies

See you there!

🔗 Links Mentioned:

• Join our Priority Investor List: gwcapital.com
• 10X your Financial Freedom: generationalwealthmd.com/event
• Physician Freedom Summit: generationalwealthmd.com/summit

Ep. 3 -  Part-Time Pediatrician to Millionaire Real Estate Investor

My best friend is a pediatrician who works part time in medicine - and is also a millionaire real estate investor (No surprise given that we talk every other day 😂) who self manages her portfolio of Long Term rentals. 

It has allowed her to double her Passive income in a few short years! 

I have heard so many of you say that investing in real estate is hard because you 

• Don’t have the money 
• Can’t find the time 
• Don’t know enough to get started 

So as you build your Massive Action plan, I wanted to share with you a few case studies of other physicians who have used the same process. 

Join me as I go over:

• Journey to doubling her passive income in a few short years 
• What she wished she had done sooner 
• Mistakes along the way 

🔗 Links Mentioned:

• Join our Priority Investor List: gwcapital.com
• 10X your Financial Freedom: generationalwealthmd.com/event
• Physician Freedom Summit: generationalwealthmd.com/summit

Ep. 4 - From 0 to STR Owners in 3 months with Valerie & Zachary

Last year Valerie & Zach had a Breakthrough year! 

Not only did they tie the knot ❤️- they also had a breakthrough year financially as they took massive action - 

They went from owning 0 real estate to 

• investing with us passively in their first syndication 
• becoming proud owners of a Short term rental before the end of 2024 with raving guest reviews
• sheltering clinical income from taxes. 

So as you set goals & build your Massive Action plan for this year, I wanted to share with you their story.

Join me as they join me to talk about: 

• Steps they took to make 2024 their breakthrough year
• Leverage tools they used along the way
• What they wish they did differently 

See you there!

🔗 Links Mentioned:

• Join our Priority Investor List: gwcapital.com
• 10X your Financial Freedom: generationalwealthmd.com/event
• Physician Freedom Summit: generationalwealthmd.com/summit