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In this episode, Joseph Ryan Smolarz sits down with Chris Seveney to unpack the world of mortgage note investing, with a deep dive into non-performing loans and what it really takes to succeed in this specialized market. Chris shares how he entered the mortgage note business and why mastering market dynamics matters more than simply chasing yield.

They explore how limited partnerships work in practice, why clear and honest communication with investors is critical, and how today’s economic environment is reshaping opportunities in the mortgage space. The conversation also examines ethical decision-making in distressed lending and the growing role of AI — and where human judgment still matters most.

If you want to understand how non-performing loans work, how to evaluate risk in mortgage investing, and how to build durable investor relationships, this episode is essential listening.

Topics covered:
• How non-performing mortgage loans actually work
• Why market understanding beats guesswork
• How limited partnerships create alignment
• Communicating clearly with investors
• The impact of today’s economy on mortgage investing
• Ethics in distressed lending
• Where AI helps — and where it doesn’t

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From Combat Boots to Real Estate Mogul: Rod Blunk's Unlikely Path to Financial Freedom

Rod Blunk fought on the front lines for America. He survived combat, but he almost didn't survive the transition to civilian life.

Then he discovered real estate. And everything changed.

In this inspiring episode of The Medicine and Money Show, Rod shares his POWERFUL journey from warrior to wealth builder—and reveals the exact framework that transformed his life.

🎖️ ROD'S POWERFUL STORY:

✅ Combat veteran with warrior discipline
✅ Overcame stage 4 cancer diagnosis
✅ Built multi-million dollar real estate portfolio
✅ Created the "Warriors to Wealth" platform
✅ Now mentors hundreds of veterans to financial independence
✅ Proved resilience beats resources every time

💰 KEY NUMBERS:

• Overcame cancer at the height of his business
• Built 50+ property portfolio
• Generates $50K+/month passive income
• Helps 100+ veterans achieve financial independence
• Completely self-taught and bootstrapped

🎯 WHAT YOU'LL LEARN:

✅ How military discipline applies to wealth building
✅ The mindset shift from survival to strategy
✅ Why veterans have unique advantages in investing
✅ Real estate strategies that actually work
✅ Overcoming adversity and doubt
✅ Building purpose-driven wealth
✅ Creating a legacy for your family

📖 ROD'S JOURNEY HIGHLIGHTS:

• Battling on the front lines (courage under fire)
• The unexpected diagnosis (stage 4 cancer)
• Finding his why beyond himself
• Discovering real estate as his vehicle
• Building wealth while fighting cancer
• Creating the Warriors to Wealth platform
• Mentoring the next generation

📈 CHAPTERS:
0:00 - From Battlefield to Boardroom
2:00 - Rod's Military Background
4:30 - The Unexpected Cancer Diagnosis
7:00 - Discovering Real Estate as His Path
10:00 - Building Wealth While Fighting Cancer
13:30 - The Warriors to Wealth Platform
16:45 - Real Estate Strategies for Veterans
20:00 - Overcoming Fear and Doubt
24:00 - Building a Purposeful Life
27:00 - Lessons That Apply to Everyone

🎤 FEATURED EXPERT: Rod Blunk
Veteran | Teacher | Real Estate Investor | Founder of Warriors to Wealth
Multi-million dollar portfolio | Stage 4 cancer survivor | Purpose-driven entrepreneur

🔥 WHY THIS STORY MATTERS:

• Veterans seeking post-military purpose
• Anyone fighting against adversity
• People looking for an inspiring success story
• Aspiring real estate investors
• Those wanting to build meaningful wealth
• Families of military personnel
• Anyone who needs to know: "If he can do it, so can I"

💡 KEY LESSON:
"Your biggest challenge is often your biggest opportunity. Rod turned adversity into action and created something that matters—both for himself and for hundreds of other veterans."

⚠️ WARNING: Don't let circumstances define your future. Rod's story proves that warrior discipline + the right strategy = unstoppable wealth building.

🙏 GRATITUDE:
A special thank you to Rod Blunk for his service to our country and for sharing his inspiring journey.

🔔 Subscribe for more inspiring stories and wealth-building strategies. New episodes weekly.

TAGS: Veterans | Real Estate Investing | Inspirational Story | Wealth Building | Financial Independence | Military Discipline | Success Story | Cancer Survivor | Entrepreneurship | Financial Freedom | Passive Income

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Most investors lose money because they PANIC. But what if mindfulness could be your secret weapon?

In this episode, Jonathan Green—investor, brokerage owner, certified life coach, and host of "Zen and the Art of Real Estate Investing"—reveals how mindfulness merges with wealth building to create calm, confident investors who WIN.

🧘 THE MINDFULNESS-MONEY CONNECTION:

✅ How mental well-being directly impacts investment decisions
✅ The 3 breathing techniques successful investors use before major decisions
✅ Why panic selling is destroying your wealth (and how to stop)
✅ The relationship-building secrets wealthy investors know
✅ Real estate investing with confidence, not fear
✅ How long-term strategy beats emotional trading
✅ Building genuine relationships in the investment community

💰 REAL RESULTS:
• Mindful investors make 40% better decisions on average
• Panic sellers lose 30-50% during market corrections
• Relationship-focused investors find better deals (10% more profit)
• Stress management = better financial outcomes

🎯 WHAT YOU'LL LEARN:
• How mindfulness intertwines with real estate success
• The psychology of staying calm in volatile markets
• Why your relationships matter more than you think
• Networking strategies used by millionaire investors
• How to adapt to technological changes without losing focus
• The power of in-person networking vs. screens
• Building long-term wealth through genuine connections

📈 CHAPTERS:
0:00 - Zen Your Portfolio: Conquering Investment Anxiety!
0:14 - Introduction to Mindfulness and Real Estate Investing
1:01 - Jonathan Green's Journey to Investor Success
4:56 - The Connection Between Mindfulness and Wealth
8:10 - Real Estate Investing with Confidence
12:30 - Building Genuine Investor Relationships
16:45 - Staying Calm During Market Volatility
20:00 - Long-Term Strategy vs. Emotional Trading
24:15 - Networking Secrets of Millionaire Investors

🎤 FEATURED EXPERT: Jonathan Green
Accomplished investor, brokerage owner, certified life coach, and host of the rapidly growing podcast "Zen and the Art of Real Estate Investing"

🔥 PERFECT FOR:
• Investors paralyzed by market anxiety
• Real estate beginners wanting confidence
• High-income earners ready to build wealth
• Professionals tired of emotional money decisions
• Doctors wanting mental clarity with financial strategy

💡 KEY INSIGHT: The best investors aren't smarter—they're calmer, more connected, and more intentional.

🔔 Subscribe for more mindfulness + money strategies. New episodes weekly.

TAGS: Real Estate Investing | Mindfulness | Mental Health | Investor Psychology | Wealth Building | Life Coach | Relationship Building | Networking | Financial Confidence | Stress Management

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Feeling anxious about investing? You're not alone. Here's how to stay calm, confident, and consistent when markets get noisy.

As a physician, your analytical mind is an asset—but it can also lead to overthinking investments. In this short video, learn the 3 essential rules for maintaining your zen while building wealth.

🎯 3 RULES FOR ZEN INVESTING:
1️⃣ Go to real investor meetups—seeing others succeed builds belief
2️⃣ Don't invest when you're out of balance. Pause, reset, then act.
3️⃣ Get real-world experience—hands-on learning teaches better than screens

📚 WHAT YOU'LL LEARN:
- How to manage investment anxiety as a busy physician
- The power of community in building investor confidence
- Why emotional balance matters before making investment decisions
- The value of real-world experience over screen-based learning
- How to stay consistent even when markets are volatile

💬 ENGAGEMENT HOOK:
What helps YOU stay calm during market volatility? Are you a nervous investor or cool under pressure? Share your strategies in the comments!

🎁 RESOURCES:
Subscribe to the Medicine and Money Show for more tips on physician wealth building, mindful investing, and financial freedom strategies.

#DoctorInvesting #MindfulInvesting #InvestmentAnxiety #PhysicianWealth #ZenInvesting #WealthBuilding #FinancialMindset #DoctorFinance #InvestorMindset #PhysicianFinance

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Mastering Money: A Doctor's Guide to Wealth Building with Wall Street Insider Michael Serpico | Medicine and Money Show

Ready to build real wealth as a physician? In this episode, host Ryan interviews Michael Serpico, Wall Street insider and founder of Trader Dad's, to tackle the essential topics of financial literacy for doctors.

Learn how to transition from clinical practice to confident investing and build the wealth you deserve.

🎯 CHAPTERS & TIMESTAMPS:
0:00 - Introduction: Financial Literacy for Doctors
3:30 - Michael Serpico: From Wall Street to Helping Physicians
7:15 - The Stock Market Basics Every Doctor Needs
11:00 - Understanding Investment Vehicles for Physicians
15:30 - Risk Management in Your Investment Portfolio
20:00 - Building a Diversified Investment Strategy
24:45 - Tax-Advantaged Investing for Medical Professionals
29:30 - Common Investing Mistakes Doctors Make
34:00 - Long-Term Wealth Building Strategies
38:30 - Market Timing vs. Time in the Market
43:00 - Action Steps for Physician Investors
47:16 - Final Thoughts and Resources

📚 WHAT YOU'LL LEARN:
- Stock market fundamentals tailored for busy physicians
- How to build a diversified investment portfolio
- Risk management strategies for doctor investors
- Tax-advantaged investing opportunities
- Common investing mistakes to avoid
- Long-term wealth building vs. short-term trading
- How to balance clinical practice with investing
- Resources for continuing your financial education

💬 ENGAGEMENT HOOK:
What's your biggest question about investing as a physician? Are you already in the market or just getting started? Share in the comments!

🎁 RESOURCES:
Subscribe to the Medicine and Money Show for weekly content on physician wealth building, investing strategies, and financial freedom.

#DoctorInvesting #PhysicianWealth #StockMarket #WealthBuilding #FinancialLiteracy #DoctorFinance #InvestingForDoctors #PhysicianFinancialFreedom #WallStreet #PassiveIncome

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In this episode, Joseph Ryan Smolarz sits down with Pete Krull to break down impact investing, ESG, and how smart capital can drive real-world change. They explore how sustainable investing has evolved, why environmental, social, and governance (ESG) metrics actually function as risk management tools, and how climate exposure can materially affect investment returns.

Pete explains why personalized financial planning matters more than generic models, why relationships come before portfolios, and how values-aligned investing leads to better long-term outcomes for clients. The conversation also highlights how parents and advisors can teach the next generation to “vote with their money” — building habits of responsible consumption and intentional investing.

If you want to understand impact investing, climate risk, ESG investing, and how entrepreneurship can shape a more sustainable future, this episode is a must-watch.

Topics covered:
• What impact investing really means
• How ESG reduces investment risk
• Climate change and portfolio performance
• Relationship-based financial planning
• Teaching kids about responsible investing
• How entrepreneurs can create positive change

Subscribe to The Medicine and Money Show for more conversations on investing, wealth, and building a better future.

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Financial Strategies for Medical Practices: Interview with Fractional CFO Carl Stoddard | Medicine and Money Show

Want to maximize your medical practice profits? In this episode, host Ryan Smolarz interviews Carl Stoddard, a fractional CFO specializing in medical practice financial strategies. Carl discusses the critical financial aspects doctors face when running their practices.

🎯 CHAPTERS & TIMESTAMPS:
0:00 - Introduction to Medical Practice Financial Management
3:30 - Carl Stoddard: Fractional CFO for Medical Practices
7:00 - Understanding Practice Profit Margins
11:15 - Key Financial Metrics Every Doctor Should Track
16:00 - CFO vs. CPA: Which Does Your Practice Need?
20:30 - Revenue Cycle Management for Physicians
25:00 - Managing Medical Practice Overhead
29:45 - Tax Strategies for Medical Professionals
34:15 - Building Wealth While Running a Practice
39:00 - Preparing Your Practice for Sale or Partnership
44:30 - Financial Forecasting and Planning
49:00 - Action Steps for Practice Owners
54:15 - Final Thoughts and Resources

📚 WHAT YOU'LL LEARN:
- Key financial metrics every doctor should track
- The difference between CFO and CPA services
- How to maximize medical practice profit margins
- Revenue cycle management best practices
- Tax strategies specifically for medical professionals
- How to manage practice overhead effectively
- Building personal wealth while running a practice
- Preparing for practice sale or partnership opportunities

💬 ENGAGEMENT HOOK:
What's your biggest financial challenge as a practice owner? Are you tracking the right metrics? Share your questions in the comments!

🎁 RESOURCES:
Subscribe to the Medicine and Money Show for weekly content on practice management, physician wealth building, and financial strategies.

#DoctorFinance #MedicalPractice #CFOTips #PhysicianWealth #PracticeManagement #HealthcareFinance #DoctorBusiness #MedicalPracticeProfit #PhysicianFinancialPlanning #HealthcareBusiness

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Most physicians build wealth the WRONG way—and waste decades catching up.

But what if you could build a $10M+ investment portfolio using the strategies financial experts actually use?

In this episode, Dave Denniston (CFA Charter Holder & Fractional CFO) breaks down the exact financial framework physicians need to escape the debt trap and build real generational wealth.

🎯 THE FINANCIAL FOUNDATIONS PHYSICIANS NEED:

✅ Why most doctors stay poor (despite earning $200K+)
✅ The "financial avatars" framework for physicians
✅ How to think about risk differently than Wall Street teaches
✅ Why investing is MORE important than your salary
✅ The ONE metric that determines your financial future
✅ Tax strategies that save $50K-$200K annually
✅ Debt elimination in 5 years (instead of 20)

💰 THE REAL NUMBERS:
• A physician earning $250K/year can build a $10M portfolio in 15 years
• Tax optimization saves $20-40% of investment returns
• Proper risk management prevents devastating losses
• Compounding turns small investments into millions

📊 WHAT YOU'LL DISCOVER:
• Different financial avatars in medicine (which are you?)
• Practical steps toward financial freedom
• How to think differently about risk, investing, and debt
• Income streams every physician should explore
• The tax mistakes costing you $500K+ in your career
• Why financial planning beats get-rich-quick schemes

📈 CHAPTERS:
0:00 - Introduction to Financial Freedom for Doctors
3:15 - Dave Denniston: CFA and Financial Advisor Background
6:30 - Understanding Different Financial Avatars in Medicine
10:00 - The Real Cost of Medical School Debt
14:30 - Thinking Differently About Risk and Investing
18:45 - Income Streams Every Physician Should Consider
23:00 - The Power of Compounding for Doctors
27:30 - Behavioral Pitfalls to Avoid in Physician Investing
32:00 - Tax Strategies for Physician Wealth Building

🎤 FEATURED EXPERT: Dave Denniston, CFA Charter Holder
Financial advisor and entrepreneur specializing in physician financial planning

🔥 THIS EPISODE IS FOR:
• Doctors drowning in student loans
• Physicians making great income but not building wealth
• Medical professionals wanting financial independence
• Doctors tired of financial anxiety
• Healthcare entrepreneurs planning exits

⚠️ WARNING: Without proper financial strategy, physicians lose $3-5M in lifetime earning potential through tax inefficiency alone.

🔔 Subscribe for more financial freedom strategies for physicians. New episodes weekly.

TAGS: Physician Finances | Financial Freedom | Investment Strategy | Wealth Building | Doctor Money | Financial Planning | CFA Strategies | Debt Elimination | Physician Entrepreneur | Financial Independence