How Physicians Can Slash Taxes & Build Wealth with Self-Directed IRAs — Matt Calhoun
LegacyRx Podcast22 Dec 2025

How Physicians Can Slash Taxes & Build Wealth with Self-Directed IRAs — Matt Calhoun

In this episode of Doctors Investor Club, Matt Calhoun — senior leader and educator at Equity Trust Company — breaks down how physicians and dentists can escape Wall Street–only investing and unlock tax-advantaged wealth through self-directed IRAs and alternative assets. From house hacking duplexes to helping investors deploy over $40 billion into real estate, private equity, notes, and crypto, Matt reveals how doctors can minimize taxes, leverage retirement accounts, and think like the wealt...

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Avsnitt(82)

The Golden Cage of High Income| Dr. Trevor Neal

The Golden Cage of High Income| Dr. Trevor Neal

In this episode of the LegacyRx Podcast, I sit down with Dr. Trevor Neal, a board-certified foot and ankle surgeon who spent more than 30 years in practice. Trevor built his own surgical practice, dev...

30 Sep 37min

Doctors Investor Club Is Becoming LegacyRX | The Next Chapter

Doctors Investor Club Is Becoming LegacyRX | The Next Chapter

In this episode of the LegacyRX Podcast, I share why the Doctors Investor Club podcast is becoming the LegacyRX Podcast and why this next chapter is about more than investing. After three years of con...

10 Sep 13min

He Trained Me to Be a Surgeon. Now His Wisdom Is Shaping My Children | Dr. John Flood, D.O.

He Trained Me to Be a Surgeon. Now His Wisdom Is Shaping My Children | Dr. John Flood, D.O.

In this episode of Doctors Investor Club, I sit down with Dr. John Flood, D.O.—retired orthopedic spine surgeon, U.S. Army veteran, mentor, and my father-in-law—for a conversation that's part of the u...

8 Aug 1h 10min

 What Physicians Can Learn from Professional Athletes About Building Wealth | Eddie Gill (Former NBA Player)

What Physicians Can Learn from Professional Athletes About Building Wealth | Eddie Gill (Former NBA Player)

In this episode of Doctors Investor Club, I sit down with Eddie Gill—former NBA player, Indiana Pacers TV analyst, President of INVST Sports, and financial educator—to explore the surprising similarit...

23 Juli 52min

The 3 Questions That Will Change the Direction of Your Life | Dr. Steven Bennett

The 3 Questions That Will Change the Direction of Your Life | Dr. Steven Bennett

In this episode of Doctors Investor Club, I sit down with Dr. Steven Bennett—orthopedic surgeon, former Butler University basketball captain, and founder of Bennett Orthopedics & Leadership Developmen...

16 Juli 41min

The Truth About Functional Medicine, Physician Burnout & Why Modern Healthcare Is Getting It Wrong | Dr. Blake Miller

The Truth About Functional Medicine, Physician Burnout & Why Modern Healthcare Is Getting It Wrong | Dr. Blake Miller

In this episode of Doctors Investor Club, I sit down with Dr. Blake Miller—trauma-trained orthopedic surgeon and founder of Freedom Functional Medicine—to explore why so many physicians are burning ou...

13 Juni 59min

How the Wealthy Legally Reduce Taxes: Oil & Gas, Alternative Investments, and Cash Flow with Geoff Thomas

How the Wealthy Legally Reduce Taxes: Oil & Gas, Alternative Investments, and Cash Flow with Geoff Thomas

In this episode of Doctors Investor Club, I sit down with Geoff Thomas, Personal Wealth Builder at INVST, to discuss how physicians can build a more complete financial system—one that goes beyond stoc...

1 Juni 1h 4min

Introducing the Velocity of Wealth: How Physicians Achieve Financial Freedom Faster | Scott Jarred

Introducing the Velocity of Wealth: How Physicians Achieve Financial Freedom Faster | Scott Jarred

In this episode of Doctors Investor Club, I sit down with Scott Jarred, CFP, CEPA — Founder & CEO of INVST, author of Accelerate and Future Hack — to break down how physicians can truly take control o...

6 Maj 58min

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