S8, Episode 38 - What’s a Fair Price for Financial Advice? with Cobin Soelberg of Greeley Wealth Management
Listen now
Description
Cobin Soelberg, founder of Greeley Wealth Management and a Board Certified Anesthesiologist practicing in Oregon. He started financial advising practice for physicians to allow them the freedom to practice medicine when and how they want, just as he learned to do for himself. Now, Cobin and his wife have paid off $500K in student loan debt in 5 years and increased their net worth to where both of them could work part-time and not have to save anything else for retirement.  In this episode, you will discover… Corbin’s financial lessons throughout his career. The path that led him to medical school to being Financial Advisor Deep dive in the field of Anesthesiology Scarcity mentality Positive and negative aspects of financial planning. Fees charged by financial advisors Resources Mentioned in this Podcast: Contact Dave for a free 30mins strategy session: ‪(612) 284-2409 Connect with Cobin Soelberg: Website: https://www.greeleywealth.com/ For all the show notes, and more, check out the podcast website at www.doctorfreedompodcast.com ----more--------more--------more---- Investment advice is only offered in jurisdictions where Centurion Financial Strategies, LLC (“Centurion”) is appropriately registered or exempt from registration. Our Form ADV Part 2 brochure can be obtained free of charge at https://adviserinfo.sec.gov by searching for our firm by name or its unique CRD number (316454). This podcast is not a solicitation to provide advisory services in any jurisdiction in which we are not appropriately registered or excluded from registration. The information, statements, and opinions contained in this podcast have been obtained from or are based upon information obtained from sources which we believe to be reliable, but we do not warrant or guarantee the timeliness or accuracy of any such information. This podcast is intended for informational purposes only and should not be construed as personalized investment, tax, or legal advice. Opinions expressed by any guest are their own opinions and do not necessarily reflect the firm’s views. You should carefully consider your unique financial circumstances and needs prior to making any investment in securities or purchasing any insurance products. Past performance is not indicative of future results. Investing in securities involves the risk of loss. Insurance products are backed by the financial strength and claims-paying ability of the issuing insurance company and may be subject to restrictions, limitations, and early withdrawal fees which vary by issuer. You should consider the charges, risks, expenses, and investment objectives of any insurance products before entering a contract.
More Episodes
Our next guest is a cardiologist from Northern California… and you guessed it- he is also a…. blogger- another blogger I found courtesy of the extremely lengthy blog roll from PhysicianOnFire. He’s someone who is really passionate about his family and is playing around with the idea of retiring...
Published 05/31/24
My friends, in this show, I try and dig deep to find interesting people. Our guest today is not a doctor, but she is married to one. She is married to a surgeon and she is on a mission to help other physicians. Help them to understand their path and what it is like to be married to a...
Published 05/24/24
Our next guest is a board-certified anesthesiologist working both in academic/private hospitals in Los Angeles. She is an entrepreneur, an author and a mother of two, and a wife. Where does she find the time? In an attempt to raise money for her start-up, she accepted the challenge and...
Published 05/17/24