Ep102: High-Level Financial Planning for High-Income Earners

In this episode, we delve into the crucial topics of financial literacy and investment strategies tailored for physicians. We’ll break down the basics of finances, real estate opportunities, and optimizing investment returns. Take note of strategies physicians can employ to secure their financial future and achieve independence.

 

What you’ll learn from this episode

• Excelstra's approach to high-level financial planning for professionals 
• An in-depth analysis of ‘The Rule of 72’ and investment returns
• What is the average annualized return of the stock market
• A financial planning model for high-income professionals 
• Tax planning strategies for maximizing investment returns 

 

Resources mentioned in this episode 

• Excelstra
• Tony Robbins
• Eunicia Peret
• Ep28: Success Strategies for High Net Worth Individuals with Eunicia Peret - Part 1
• Ep29: Success Strategies for High Net Worth Individuals with Eunicia Peret - Part 2
• Yahoo Finance
• Warren Buffett
• Daniel Kahneman
• Ash Patel

 

Connect With Us

If you’re a busy professional who wants to know more about growing your wealth through real estate, contact us at TheFortressCapital.com  

• Website: Surgeon Syndicate
• LinkedIn: Michael McManus
• Instagram: @michaelmcmanusp
• Facebook: Michael McManus