Financial Freedom Podcast with Dr. Christopher H. Loo, MD-PhD

🎙️ Financial Advisor Insights with Alex Langan: Outsmarting Wall Street & Optimizing 401ks

To help support the show: CashApp- ⁠https://cash.app/$drchrisloomdphd⁠ [https://cash.app/$drchrisloomdphd] Venmo- ⁠https://account.venmo.com/u/Chris-Loo-4⁠ [https://account.venmo.com/u/Chris-Loo-4] Buy Me a Coffee- ⁠https://www.buymeacoffee.com/chrisJx⁠ [https://www.buymeacoffee.com/chrisJx] Subscribe to our email list: ⁠https://financial-freedom-podcast-with-dr-loo.kit.com/⁠ [https://financial-freedom-podcast-with-dr-loo.kit.com/] Click here to join PodMatch (the "AirBNB" of Podcasting): ⁠https://www.joinpodmatch.com/drchrisloomdphd⁠ [https://www.joinpodmatch.com/drchrisloomdphd] Click here to purchase my books on Amazon: ⁠https://amzn.to/2PaQn4p⁠ [https://amzn.to/2PaQn4p] For audiobooks, visit: ⁠https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F⁠ [https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F] Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.   📝 Financial advisor insights take center stage in this episode as we sit down with Alex Langan, a licensed attorney and experienced wealth advisor, to discuss strategies that help professionals, business owners, and high-income individuals build a secure financial future. If you've ever felt overwhelmed by investment choices, uncertain about 401ks, or unsure how to integrate crypto or gold into your retirement, this episode delivers direct, practical answers. Alex helps bridge the gap between everyday investors and complex financial systems—401k investment strategy, retirement planning tips, and fiduciary duty in investing are all explored in depth. We break down the confusing terms, fees, and risks that come with working with traditional firms and show how you can protect your wealth with tax-efficient retirement planning. 💡 Whether you're a doctor, med student, entrepreneur, or nearing retirement, Alex’s advice hits the core of your financial search intent: How do I build wealth, avoid fees, and keep control of my future? He explains: * Why mutual funds vs ETFs is more than just preference—it’s about protecting your bottom line. * How high earners can take advantage of solo 401k for doctors and self-employed strategies. * When to diversify with gold silver bitcoin investing—and what the average investor gets wrong. * How upcoming regulations and federal policy (like Secure 2.0) affect your 401k plan. If you're searching for financial advisor insights that go beyond buzzwords, this webinar is packed with substance. Alex combines the wisdom of a fiduciary advisor with real-life application, giving you the clarity to take action. ⏱️ Timestamps (22:33 total) 00:00 – Intro to Alex Langan and his mission to protect Main Street investors 01:32 – Why most financial advisors get it wrong 03:10 – Understanding fiduciary duty in investing 04:15 – Mutual funds vs ETFs: What you need to know 05:45 – Avoiding margin, leverage, and risky plays 07:30 – Market outlook 2026 and the debt ticking time bomb 09:00 – Why business owners need more than a 3-legged retirement plan 10:35 – Hidden fees in 401k plans & how to avoid them 12:15 – Crypto in retirement: realistic options for smart investors 13:40 – Gold, silver, copper & AI buildout trends 15:00 – Regulatory changes: Secure Act 2.0 & Roth updates 17:30 – Doctor and med student investment advice 19:05 – 401k limitations and institutional hidden revenue 20:20 – Palladium, platinum, rhodium: overlooked commodities 21:15 – Solo 401k strategy for self-employed professionals 22:00 – Where to reach Alex for personalized advice 🏷️ Hashtags #FinancialAdvisorInsights #RetirementPlanningTips #401kStrategy #WealthAdvisor #CryptoInRetirement #MutualFundsVsETFs #FiduciaryAdvisor #SecureRetirement #AlexLangan #InvestingWisdom Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd [https://www.joinpodmatch.com/drchrisloomdphd] Follow our YouTube channel: https://www.youtube.com/chL1357 [https://www.youtube.com/chL1357] Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo [https://www.instagram.com/thereal_drchrisloo] Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 [https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18] Thank you to all of our sponsors and advertisers that help support the show! Financial Freedom for Physicians, Copyright 2026

🎙️ Sponsored Episode: Rod Khleif on Wealth, Mindset & Bouncing Back After Losing $50 Million in 2008

Disclaimer: This is a sponsored episode. Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.   ✅ Rod Khleif shares how he lost $50 million in the 2008 crash—and the mindset that helped him rebuild a real estate empire. Are you trying to succeed in real estate investing, recover from a major loss, or create long-term financial freedom? In this episode, Rod unpacks the same strategies that took him from near rock bottom to massive success—insights that speak directly to the questions and challenges you're facing in today’s uncertain economy. 🎯 You’ll learn how Rod: * Used goal setting techniques to rebuild after losing millions * Turned multifamily real estate into a comeback vehicle * Tackled limiting beliefs and embraced a winning entrepreneur mindset * Adapted to economic shifts, including the rise of AI and job loss risks * Leveraged gratitude and visualization as tools for wealth recovery * Stressed the value of your peer group and surrounding yourself with ambition * Offers a roadmap for anyone looking to pivot, recover, or scale up Whether you're feeling stuck or ready to level up, Rod Khleif brings unmatched experience, hard-won wisdom, and practical tools to move you forward. This conversation is rich with answers to the exact questions people search when they want to build wealth, recover from failure, or succeed in commercial real estate. ✅ Timestamps (16:45 Total Runtime) 00:00 - Sponsored Intro + Meet Rod Khleif 01:20 - From immigrant roots to real estate investing 03:00 - Losing $50M in 2008 04:30 - How mindset & goal setting rebuilt his empire 06:10 - Limiting beliefs, fear, and failure 08:00 - Real estate, AI risk & pivoting careers 10:15 - Power of peer groups and passion 12:30 - Gratitude, giving back & fulfillment 15:00 - Final advice: rebuild, reframe, rise 🔖 Hashtags #RodKhleif #SponsoredEpisode #RealEstateInvesting #MultifamilyInvesting #MindsetMatters #EntrepreneurMindset #FinancialFreedom #OvercomingFailure #WealthRecovery Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd [https://www.joinpodmatch.com/drchrisloomdphd] We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd [https://cash.app/$drchrisloomdphd] Venmo- https://account.venmo.com/u/Chris-Loo-4 [https://account.venmo.com/u/Chris-Loo-4] Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support [https://podcasters.spotify.com/pod/show/christopher-loo/support] Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx [https://www.buymeacoffee.com/chrisJx] Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p [https://amzn.to/2PaQn4p] For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F [https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F] Follow our YouTube channel: https://www.youtube.com/chL1357 [https://www.youtube.com/chL1357] Follow us on Twitter: https://www.twitter.com/drchrisloomdphd [https://www.twitter.com/drchrisloomdphd] Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo [https://www.instagram.com/thereal_drchrisloo] Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 [https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18] Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/ [https://financial-freedom-podcast-with-dr-loo.kit.com/] Thank you to all of our sponsors and advertisers that help support the show! Financial Freedom for Physicians, Copyright 2026

🎙️ Multifamily Real Estate Syndication with Bronson Hill | How Doctors Can Build Passive Income

📝 Multifamily real estate syndication is rapidly becoming the go-to strategy for physicians and high-income professionals seeking passive income, tax advantages, and financial freedom — without the burden of managing rental properties. In this powerful 19-minute episode, Bronson Hill, founder of Bronson Equity, breaks down the step-by-step approach he used to transition from a 6-figure medical sales career to raising over $200 million in real estate syndications — helping doctors and professionals invest passively in large multifamily deals. 🧠 Whether you're a physician, dentist, engineer, or attorney, this episode delivers actionable insights tailored to: * Building passive income for physicians without burnout * Understanding the value-add multifamily strategy to scale returns * Using real estate tax benefits to reduce or eliminate W-2 income taxes * Legally qualifying for real estate professional IRS status * Beating inflation with inflation hedge investments * Navigating your first real estate syndication explained in plain language 🎯 Why this episode matters: High-income professionals are often cash rich but time poor — and unsure how to turn active income into real wealth. Bronson Hill understands this firsthand and offers a clear roadmap from confusion to clarity. With over 1,200 investor conversations, he understands your pain points and speaks directly to your concerns — from tax burdens to time constraints. 🎓 This episode is your crash course in leveraging multifamily real estate syndication to reclaim your time, reduce your taxes, and create a freedom-based lifestyle. ⏱️ Timestamps (19:59) 00:00 – Intro to Bronson Hill and his journey 01:00 – Why he left a 6-figure career in medical sales 02:15 – Challenges with single-family rentals 03:00 – What is multifamily real estate syndication? 04:10 – Why doctors are ideal for syndication investing 05:00 – Passive income and scaling without burnout 06:45 – Using real estate to hedge inflation 08:30 – Comparing stocks vs. real estate investing for doctors 10:00 – Leveraging tax benefits legally 12:00 – Real estate professional IRS status explained 13:30 – Realistic returns, expectations, and value-add models 15:00 – Common traits of high-net-worth investors 16:30 – Getting started: Books, conferences, podcasts 18:00 – Joining investment clubs and taking the first step 19:30 – Final thoughts + resources from Bronson 🔖 Hashtags #MultifamilySyndication #PassiveIncome #RealEstateInvesting #BronsonHill #FinancialFreedom #DoctorInvesting #RealEstateSyndication #TaxStrategies #HighIncomeInvesting #InflationHedge Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.   Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd [https://www.joinpodmatch.com/drchrisloomdphd] We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd [https://cash.app/$drchrisloomdphd] Venmo- https://account.venmo.com/u/Chris-Loo-4 [https://account.venmo.com/u/Chris-Loo-4] Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support [https://podcasters.spotify.com/pod/show/christopher-loo/support] Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx [https://www.buymeacoffee.com/chrisJx] Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p [https://amzn.to/2PaQn4p] For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F [https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F] Follow our YouTube channel: https://www.youtube.com/chL1357 [https://www.youtube.com/chL1357] Follow us on Twitter: https://www.twitter.com/drchrisloomdphd [https://www.twitter.com/drchrisloomdphd] Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo [https://www.instagram.com/thereal_drchrisloo] Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 [https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18] Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/ [https://financial-freedom-podcast-with-dr-loo.kit.com/] Thank you to all of our sponsors and advertisers that help support the show! Financial Freedom for Physicians, Copyright 2026

📺 Sponsored Episode: AI Medical Scribe That’s Transforming Healthcare | Dr. Tom Kelly, MD

📝 AI medical scribe technology is redefining the way doctors manage documentation and reclaim time with patients. In this sponsored episode, we sit down with Dr. Tom Kelly, MD — a former vascular surgery resident turned founder of Heidi Health, a rising digital health startup that recently secured $65 million in Series B funding from Point72 Private Investments (Steve Cohen) in October 2025. Built by clinicians, for clinicians, Heidi Health uses AI in healthcare to streamline workflows, generate automated SOAP notes, and reduce time spent inside EHRs. If you’re overwhelmed with documentation, frustrated with your EMR, or dealing with physician burnout, this episode offers the answers and tools you’ve been searching for. ✅ What You’ll Learn: * How EHR automation reduces admin time by 50% * Why clinicians are switching to AI documentation tools like Heidi * How Heidi integrates with systems like Epic, Cerner, and Athena * How GPT for medicine is powering compliant, secure, real-world solutions * How Dr. Kelly’s medical background shaped Heidi’s mission Whether you're exploring AI tools for doctors, leading a practice, or scaling a healthtech solution — this episode helps you understand how AI in clinical workflows can ease burnout, improve patient care, and deliver real ROI in time, energy, and focus. ⏱️ Timestamps (30:16) 00:00 – Sponsored Intro + Guest Welcome 01:15 – Dr. Kelly’s Journey from Surgery to AI Founder 04:10 – Seeing the Early Potential of AI in Medicine 07:30 – Why Heidi Health Was Created for Outpatient Workflows 10:45 – How the AI Medical Scribe Actually Works 13:20 – Real-Time Use Cases and Doctor Feedback 16:30 – Epic, Cerner, and EHR Integration Realities 18:50 – Data Privacy & HIPAA compliant AI 21:10 – Funding Strategy + Keeping Core Features Free 23:40 – Future of AI in Clinical Workflows 26:00 – Human-Centered AI vs Replacing Doctors 28:40 – How to Get Started with Heidi Today 30:00 – Final Takeaways 💬 Have you tried an AI medical scribe yet? Drop your experience or questions in the comments. 🔖 Hashtag List #AIMedicalScribe #HeidiHealth #DrTomKelly #DigitalHealth #AIinHealthcare #ClinicalDocumentation #EHRautomation #GPTforMedicine #HealthTechStartup #PhysicianBurnout #HIPAACompliantAI #AutomatedSOAPNotes

🎙️ Money Mindset with Julia Carlson: Build Wealth & Financial Freedom

📝 Money mindset isn't just a buzzword—it's the foundation of your financial future. In this powerful episode, we sit down with Julia Carlson, CEO, wealth advisor, and author of Money Loves You, to unpack the real reason most people struggle financially—and how to shift your thinking to finally experience lasting financial freedom. If you've ever felt stuck in old money beliefs, struggled with budgeting, or feared you're “bad with money,” this episode offers relatable solutions and practical answers. Julia shares her proven methods for rewiring your financial narrative using wealth building strategies, her unique anti-budget system, and an empowering reframe of what it means to be financially free—even if you’re not yet financially independent. Whether you're a business owner looking for smarter tax strategies, a millennial confused about investing, or simply someone who wants peace of mind with their finances, Julia breaks down how to align your mindset with your goals. Learn how to identify negative money habits, create a values-aligned financial plan, and prepare for the evolving landscape of AI in finance. 🎧 You’ll walk away with: * Clarity on your personal money mindset * A no-shame framework to manage spending without a budget * Insight on how your money story affects daily decisions * A future-ready perspective on AI, investing, and financial advising * The tools to build lasting financial independence and freedom Julia’s wisdom meets your search intent right where you are: wanting more clarity, confidence, and calm in your relationship with money. This episode is your first step to transforming your mindset—and your wealth. 📖 Grab Julia’s book Money Loves You on Amazon: https://amzn.to/49omnb9 [https://amzn.to/49omnb9] ⏱️ Timestamps (Video Length: 19:52) 00:00 – Intro & guest welcome 01:10 – Julia’s journey: from banks to founding Financial Freedom Wealth 02:40 – Defining “Money Loves You” and what it means 04:05 – Difference between financial freedom and financial independence 06:15 – How your childhood money beliefs shape your future 07:50 – Symptoms of being “bad with money” and the root causes 09:10 – Julia’s anti-budget approach to financial planning 11:00 – Overspenders vs. underspenders: the self-worth connection 12:45 – Future of financial advising, AI, and technology 14:30 – Investing in AI, fintech, and building a forward-thinking portfolio 17:00 – Policy changes, business tax strategy, and planning ahead 18:30 – Julia’s book, final advice, and where to follow her 🔖 Hashtags #MoneyMindset #JuliaCarlson #FinancialFreedom #WealthBuilding #PersonalFinance #MoneyBeliefs #AntiBudget #FinancialIndependence #CryptoInvesting #FinancePodcast #MindsetMatters Disclaimer: Not advice. Educational purposes only. Not an endorsement for or against. Results not vetted. Views of the guests do not represent those of the host or show.   Click here to join PodMatch (the "AirBNB" of Podcasting): https://www.joinpodmatch.com/drchrisloomdphd [https://www.joinpodmatch.com/drchrisloomdphd] We couldn’t do it without the support of our listeners. To help support the show: CashApp- https://cash.app/$drchrisloomdphd [https://cash.app/$drchrisloomdphd] Venmo- https://account.venmo.com/u/Chris-Loo-4 [https://account.venmo.com/u/Chris-Loo-4] Spotify- https://podcasters.spotify.com/pod/show/christopher-loo/support [https://podcasters.spotify.com/pod/show/christopher-loo/support] Buy Me a Coffee- https://www.buymeacoffee.com/chrisJx [https://www.buymeacoffee.com/chrisJx] Click here to purchase my books on Amazon: https://amzn.to/2PaQn4p [https://amzn.to/2PaQn4p] For audiobooks, visit: https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F [https://www.audible.com/author/Christopher-H-Loo-MD-PhD/B07WFKBG1F] Follow our YouTube channel: https://www.youtube.com/chL1357 [https://www.youtube.com/chL1357] Follow us on Twitter: https://www.twitter.com/drchrisloomdphd [https://www.twitter.com/drchrisloomdphd] Follow us on Instagram: https://www.instagram.com/thereal_drchrisloo [https://www.instagram.com/thereal_drchrisloo] Follow the podcast on Spotify: https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18 [https://open.spotify.com/show/3NkM6US7cjsiAYTBjWGdx6?si=1da9d0a17be14d18] Subscribe to our email list: https://financial-freedom-podcast-with-dr-loo.kit.com/ [https://financial-freedom-podcast-with-dr-loo.kit.com/] Thank you to all of our sponsors and advertisers that help support the show! Financial Freedom for Physicians, Copyright 2026