Financial Freedom for Physicians: Enhance Investing by Using the Tools That the Wealthiest 1% Use

Join us in this discussion with Stephanie Walter of Erbe Wealth and Dr. Christopher Loo, host of Financial Freedom for Physicians podcast. Where we discuss using tools that the ultra-rich and wealthiest 1% use. Through discussions around direct active real estate investing to passive real estate investing (syndications, private equity), you will come away from this episode inspired and with a better understanding of leveraging capital, partnerships, and fractional ownership in achieving financial freedom.

Stephanie Walter is a capital raiser, syndicator, and the CEO of Erbe Wealth. She recently retired and sold her insurance agency of 16 years by following the key principles she teaches professionals to use. She teaches professional people to “unlearn” what most of us have been wired to think about money and she re-educates people to learn the secrets of the wealthy investor that can be life transforming. She is a gateway between these professionals and well vetted deals.

Over years of working with her investors, Stephanie discovered that the very wealthy view and use money differently than the rest of us; they actively have their money working for them – sometimes at several places at the same time! They also strategically look at tax mitigation on every investment whether that is taking advantage of cost segregation or by using 1031 exchanges to invest in syndicated opportunities. Stephanie realized these strategies can be used by anyone, not just the rich. Her passion is teaching people these concepts on attaining lasting wealth. Stephanie’s goal is to connect her select group of investors, her “tribe,” with investment opportunities that she’s found and vetted to be extremely desirable. And at the end of the day, Stephanie is looking to help her investors reach their financial goals.