Show notes
Trisha’s guest this week is Grant Bledsoe, Certified Financial Planner with Three Oaks Wealth. His company works with a lot of physicians and business owners. He advocates for physician ownership in the properties where they practice for long-term financial benefits, increased equity, and tax advantages. In this episode, we talk about… [3:10] Grant’s background and the history of Three Oaks Wealth [5:44] Financial planning for physician ownership [9:08] The tax benefits of physician ownership [11:34] The benefits of physician ownership for business operation [14:40] Reduction in ordinary income [17:41] Long-term benefits of physician ownership [23:14] Grant’s first job [23:38] What Grant would do for a living if he was not a financial planner [24:08] What Grant is reading for news, information, and inspiration [26:22] What Grant does for daily self-care [27:11] Whether leaders are born or trained Links to resources: Grant Bledsoe Certified Financial Planner Three Oaks Wealth Podcast: Grow Money Business Subscribe, rate and review: www.providerspropertiesandperformance.com Schedule a healthcare real estate investment strategy consultation: https://docproperties.com/free-consultation-trisha-talbot/ About Trisha: WEBSITE: www.docproperties.com LINKED IN: https://www.linkedin.com/in/trishatalbot/ Email inquiries to: [email protected]