Ever wonder what ultra-wealthy families are doing differently to grow and protect their wealth? In today’s episode, I sit down with Kristian Mtetwa, co-founder of Synergy Private and Tax Alchemy, to explore the private world of elite financial planning.

From his immigrant beginnings in Zimbabwe to managing wealth for nine-figure clients, Kristian shares what separates those who build lasting legacies from those who simply accumulate assets. We unpack the four stages of the wealth cycle and how to transition from a high earner to a family office-level investor.

You’ll hear how doctors and entrepreneurs are using frameworks based on income tiers to structure their investments, protect their assets, and access exclusive private deals most people never even hear about.

If you’ve hit a plateau and you know you’re capable of more, this conversation will challenge how you view wealth and ignite the drive to be the one who changes your family’s financial destiny.

“True wealth is freedom—doing what you want, with who you want, and whenever you want.” ~ Kristian Mtetwa

In This Episode:

- Impact of heritage and immigrant mentality on building wealth

- The connection between Synergy Private and Tax Alchemy

- Wealth management for ultra-affluent families

- Common myths and mindsets about money

- Tactical strategies and frameworks on how to build wealth

- First generation wealth: challenges and opportunities

- Kristian’s aspirations, role models, and inner circle

- The Access investments community

Ready to Build Wealth Like the Ultra-Wealthy?

Apply now to Kristian’s ACCESS platform. Use code LIMITLESS to join at 50% off: https://www.synergyprivate.com/access

Connect with Kristian Mtetwa:

Website: https://kristianmtetwa.com/

LinkedIn: https://www.linkedin.com/in/kristianmtetwa

Instagram: https://www.instagram.com/kristianmtetwa/

Resources:

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs - https://vikramraya.com/coaching/

➡️ Apply to become a Limitless MD - www.I8mastermind.com

➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless

Connect with Vikram:

Website: https://vikramraya.com/

Instagram: https://www.instagram.com/vikramraya/

Facebook: https://www.facebook.com/Vikramrayamd

LinkedIn:

Today, I’m joined by Travis Smith, founder and CEO of Tribevest, to explore how doctors can leverage their networks to invest in real estate and other high-return opportunities without giving up their full-time jobs.

Travis walks us through his journey from being a passive investor to becoming what he calls “actively passive” in the real estate market. He explains how doctors can create a capital aggregation business model by pooling resources with colleagues to invest together and generate wealth.

If you're looking for new ways to grow your wealth, Travis will guide you on how to make passive income and harness the power of your professional network to achieve lasting financial freedom.

“Anytime you're bringing value to the world, there's a wealth opportunity there.” ~ Travis Smith

In This Episode:

- Travis's background and the birth of Tribevest

- Building wealth through real estate syndications

- The role of capital aggregators in investing in real estate

- Key factors for successful real estate investments

- Dr. Dylan's success story in real estate investing

- Travis's entrepreneurial journey: challenges and wins

- How to participate in Tribevest

Resources:

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs - https://vikramraya.com/coaching/

➡️ Apply to become a Limitless MD - www.I8mastermind.com

➡️Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless

Connect with Travis Smith:

Website: https://www.tribevest.com/

LinkedIn: https://www.linkedin.com/in/travissmithmovethechannel

Connect with Vikram:

Website: https://vikramraya.com/

Instagram: https://www.instagram.com/vikramraya/

Facebook: https://www.facebook.com/Vikramrayamd

LinkedIn:https://www.linkedin.com/in/vikramraya/

YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQ

Special Thank You to Music Provided by Music Library: https://soundcloud.com/music-library-non-copyrighted-sounds/300-violin-orchestra-jorge-quintero-copyright-and-royalty-free

As a physician, entrepreneur, or high-income professional, taxes are often your biggest expense. But you can reduce that burden significantly. I sit down with Thomas Castelli, a tax strategist and real estate expert, to explore how you can offset your taxes with smart strategies.

Thomas dives deep into how real estate can help lower your effective tax rate with strategies like bonus depreciation and the Augusta Rule. He sheds light on common tax mistakes that can cost you thousands—and how to avoid them.

We also break down the role of a tax strategist versus a typical CPA, highlighting the importance of proactive tax planning.

If you’re ready to take your tax planning to the next level, Thomas has an exclusive offer for you. Get a free 30-minute discovery call and $500 off your engagement with Hall CPA. Don't miss out—optimize your tax strategy today!

“If you're a high-income earner, you could be paying between 40 to 50% in taxes, but with real estate, the rental income is often sheltered from tax, thanks to depreciation.” ~ Thomas Castelli

In This Episode:

- Meet tax strategist, Thomas Castelli

- Top 3 tax mistakes and how to avoid them

- Understanding tax strategists and their roles

- Real estate professional status and bonus depreciation

- Short-term rentals: benefits and cautionary tales

- Little-known tax hacks and partial asset disposition

- Exploring the Big Beautiful Bill and its implications on real estate

- Final thoughts and how to claim Hall CPA’s special offer

Connect with Thomas Castelli:

Website: https://thomascastelli.com/

LinkedIn: https://www.linkedin.com/in/thomascastelli

Instagram: https://www.instagram.com/thomascastellicpa

Facebook: https://www.facebook.com/castellithomas

YouTube: https://www.youtube.com/channel/UC7r_GidIaOKmpAWdvraMOeg

Resources:

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs - https://vikramraya.com/coaching/

➡️ Apply to become a Limitless MD - www.I8mastermind.com

Claim Your Free 30-minute discovery call and $500 off your engagement with Hall CPA: go.therealestatecpa.com/limitless

Connect with Vikram:

Website: https://vikramraya.com/

Instagram: https://www.instagram.com/vikramraya/

Facebook: https://www.facebook.com/Vikramrayamd

LinkedIn:

Have you ever felt like you're meant to do more than just clock in and out as a doctor? I sat down with Dr. Mona Sodhi and Dr. Marissa Caudill, two physicians turned entrepreneurs. They’re not just doctors; they’re real estate investors, tech founders, and visionaries who co-created Super Doc Tech to simplify and supercharge the business side of private practice.

We talked about what it takes to leap from a traditional medical job into building your own dream practice. We dig into the struggles and mental shifts that come with launching something from scratch, and how embracing failure and taking messy action can lead to freedom and fulfillment.

If you’ve ever dreamed of launching your own practice or want to take your current one to the next level, this conversation is your blueprint. Tune in and learn how Super Doc Tech could be the secret weapon that helps you streamline your business, boost patient experience, and finally practice medicine on your terms!

“Once you get out of your comfort zone and take that leap of faith to do the thing that really lights you up, that's when you grow.” ~ Dr. Mona Sodhi

In This Episode:

- Dr. Mona's journey from traditional medicine to entrepreneurship

- Dr. Marissa's path from psychiatry to private practice physician

- How Super Doc Tech was born

- The power of CRM and automation for private practice

- How to start a successful business partnership

- Leveraging technology for private practice growth

- The importance of marketing in modern medical practices

- How AI receptionists enhance efficiency and productivity

- What makes Super Doc Tech stand out?

- Advice for aspiring entrepreneur physicians

- What are your unified impact and future goals?

Download a FREE copy of my book: https://go.perfectweekmd.com

Learn more about Super Doc Tech: https://superdoctech.com/

Connect with Dr. Mona Sodhi:

Website: https://monarchconciergewellness.com/

LinkedIn: https://www.linkedin.com/in/drmona-sodhi

Instagram: https://www.instagram.com/drmonasodhi/

Connect with Dr. Marissa Caudill:

Website: https://www.theparentdoctor.com/

LinkedIn: https://www.linkedin.com/in/dr-marissa-caudill-995b3614

Instagram: https://www.instagram.com/the_parent_doctor/?hl=en

Resources:

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs - https://vikramraya.com/coaching-tab-revamp/

➡️ Apply to become a Limitless MD -

Want to break free from the financial constraints of traditional medicine and explore alternative investments? In this week’s episode, Dr. Zwade Marshall, a Harvard-trained anesthesiologist, reveals his journey from practicing medicine to launching a successful lending company that helps physicians overcome financial barriers.

We delve into the financial struggles that many doctors face, the importance of financial literacy, and its impact on a physician's career trajectory. Dr. Marshall also shares the entrepreneurial mindset required to start and scale a business while practicing medicine, as well as the importance of finding the right partners and mentors.

Don’t miss out on practical lessons on how to create a lasting impact in both medicine and business. Tune in now, and for a head start in your entrepreneurial journey, Doc2Doc Lending today!

“Surround yourself with the right people, but also recognize when they’ve hit the ceiling of what they can provide for you.” ~ Dr. Zwade Marshall

In This Episode:

- Dr. Zwade Marshall's background and early career

- Challenges and motivations in practicing medicine

- Why physicians don’t feel wealthy

- Starting a fintech company while practicing medicine

- Building and scaling a medical practice

- The entrepreneurial mindset needed to scale a business

- How personal health and wellness impact business success

- Final thoughts and contact information

Download a FREE copy of my book: https://go.perfectweekmd.com

Book Recommendation, Who Not How by Dan & Benjamin: https://a.co/d/grwEfsS

Apply for a Personal Loan: https://partner.doc2doclending.com/LIMITLESSMD

Invest in Doc2Doc Lending: https://www.startengine.com/offering/doc2doc

Connect with Dr. Zwade Marshall:

Website: https://www.doc2doclending.com/

LinkedIn: https://www.linkedin.com/in/zwademarshallmd

Instagram: https://www.instagram.com/drzmarshall/

Resources:

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs - https://vikramraya.com/coaching-tab-revamp/

➡️ Apply to become a Limitless MD - www.I8mastermind.com

Connect with Vikram:

Website: https://vikramraya.com/

Instagram: https://www.instagram.com/vikramraya/

Facebook:

Imagine if you could 10X your productivity in the next 72 hours! As a doctor, maximizing your time can feel like an impossible task. So, today I host Dr. Ann Tsung, a renowned expert in productivity, flow, and performance, to uncover productivity tips that can transform your work-life balance and take your practice to the next level.

Dr. Ann dives deep into the concept of "hard no's"—setting non-negotiable boundaries that free up your calendar for high-impact work. By identifying your peak performance times, aligning your schedule with your natural energy rhythms, and eliminating unnecessary distractions, you can create a routine that maximizes efficiency and productivity.

Dr. Ann also explains how narrowing your focus, setting clear priorities, and blocking out distractions can lead to dramatic improvements in your productivity. Whether you’re managing a medical practice, conducting research, or balancing family life, these productivity hacks will help you achieve more in less time, so hit play now!

“You can learn all of the productivity tactics and strategies, but if you don’t associate productivity with a why, it is not going to happen." ~ Dr. Ann Tsung

In This Episode:

- Introducing Dr. Ann Tsung: The productivity MD

- The power of hard no policies

- Dr. Ann's journey to productivity mastery

- The importance of flow state and how to achieve it

- Practical tips for doctors to get into flow state

- Why understanding your chronotype is critical

- Dr. Ann's mission and impact

Download a FREE copy of my book: https://go.perfectweekmd.com

Connect with Dr. Ann Tsung:

Website: https://www.productivitymd.com/

Email: tsungannmd@gmail.com

Resources:

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs - https://vikramraya.com/coaching-tab-revamp/

➡️ Apply to become a Limitless MD - www.I8mastermind.com

Connect with Vikram:

Website: https://vikramraya.com/

Instagram: https://www.instagram.com/vikramraya/

Facebook: https://www.facebook.com/Vikramrayamd

LinkedIn:https://www.linkedin.com/in/vikramraya/

YouTube: https://www.youtube.com/channel/UCdq9M-kD0L2hy1UlfOK-hwQ

Special Thank You to Music Provided by Music Library:...

Aging doesn’t have to slow you down, especially in fitness. If you're over 45, you’ve probably noticed recovery takes longer, and the aches seem to linger. But Dr. Derek Alessi, an expert dedicated to helping people in the 45+ age group, is here to show how the right approach to nutrition and exercise can help you outshine people half your age.

We explore the common mistakes people make when trying to stay fit, including how to work smarter, not harder, and prioritize recovery. We also discuss the importance of keeping your metabolism firing as you age, how to address insulin resistance, and the impact of strength training on healthy aging.

Dr. Derek provides actionable tips on nutrition and the best supplements to keep you feeling energized and performing at your best. If you've been putting off a fitness routine due to age, this episode will give you the push you need to get started, so tune in now!

In This Episode:

- Challenges of aging and fitness after 45

- Common pitfalls and missteps in midlife fitness

- How fitness after 45 differs from other age groups

- Understanding metabolism and muscle maintenance

- The case for supplementation and modern nutrition

- Protocols for addressing insulin resistance

- Challenges and success of building a supplement company

- Advice for aspiring entrepreneurs

Download a FREE copy of my book: https://go.perfectweekmd.com

Connect with Dr. Derek Alessi

Website: https://alessifit.com/

LinkedIn: https://www.linkedin.com/in/derek-alessi-phd

Instagram: https://www.instagram.com/alessifitness/

Shop for foods and supplements: https://strengthgenesis.com/

Resources:

➡️ Download a FREE copy of my book: https://go.perfectweekmd.com

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs: https://vikramraya.com/coaching-tab-revamp/

➡️ Apply to become a Limitless MD: www.I8mastermind.com

Connect with Vikram:

🌐 Website: https://vikramraya.com/

📸 Instagram: https://www.instagram.com/vikramraya/

👤 Facebook: https://www.facebook.com/Vikramrayamd/

🔗 LinkedIn: https://www.linkedin.com/in/vikramraya/

🎞 YouTube: https://www.youtube.com/@vikramrayalimitless

Special thanks to Music Provided by Music Library:

What happens if your hands, your livelihood as a doctor or dentist, are taken away? That’s the question Dr. Jeff Anzalone had to face after a skiing accident nearly sidelined his career as a dentist. It was a wake-up call that pushed him to think beyond the drill and reevaluate how he protected his family, time, and future.

In this episode, Dr. Jeff shares how that single moment triggered his transformation—from solo practitioner to a financially free, opportunity-driven entrepreneur. He shares how stepping out of the traditional “dentist bubble” opened up a new reality—and how masterminds, accountability, and action accelerated his growth far faster than any textbook ever could.

If you're ready to stop trading time for money and start living life on your terms, this episode will show you how to create income that works even when you can’t, freedom to practice on your terms, and confidence in your financial future. And for a deeper dive, join our free Financial Freedom Challenge happening May 15–27.

In This Episode:

- Dr. Jeff’s journey from dentistry to financial freedom

- The importance of accountability and taking action for success

- Leveraging AI and technology for personal growth

- Steps to achieving financial freedom for dentists

- Why dentists are stuck in the traditional practice

- The power of masterminds and coaching

- Common pathways to freedom for dentists

- Upcoming challenge for dentists and doctors

FREE Financial Freedom Challenge (May 15–27): https://unlocking-financialfreedom.com

Connect with Dr. Jeff Anzalone:

Website: https://www.debtfreedr.com/

YouTube: https://www.youtube.com/c/DebtFreeDoctorJeffAnzalone/

Instagram: https://www.instagram.com/drjeffanzalone/

Resources:

➡️ Download a FREE copy of my book: https://go.perfectweekmd.com

➡️ Free community of high-performing physicians: the Physician Wealth Accelerator - https://limitless-md.mn.co/

➡️ Check out my programs: https://vikramraya.com/coaching-tab-revamp/

➡️ Apply to become a Limitless MD: www.I8mastermind.com

Connect with Vikram:

🌐 Website: https://vikramraya.com/

📸 Instagram: https://www.instagram.com/vikramraya/

👤 Facebook: https://www.facebook.com/Vikramrayamd/

🔗 LinkedIn: https://www.linkedin.com/in/vikramraya/

🎞 YouTube: https://www.youtube.com/@vikramrayalimitless

Special thanks to Music...