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Providers Properties and Performance

Feb 22, 2022

Trisha’s guest this week is Grant Bledsoe, Certified Financial Planner with Three Oaks Wealth.  His company works with a lot of physicians and business owners.  He advocates for physician ownership in the properties where they practice for long-term financial benefits, increased equity, and tax advantages.


In this episode, we talk about…

[3:10] Grant’s background and the history of Three Oaks Wealth

[5:44] Financial planning for physician ownership

[9:08] The tax benefits of physician ownership

[11:34] The benefits of physician ownership for business operation

[14:40] Reduction in ordinary income 

[17:41] Long-term benefits of physician ownership

[23:14] Grant’s first job

[23:38] What Grant would do for a living if he was not a financial planner

[24:08] What Grant is reading for news, information, and inspiration

[26:22] What Grant does for daily self-care

[27:11] Whether leaders are born or trained


Links to resources:

Grant Bledsoe

Certified Financial Planner

Three Oaks Wealth

Podcast: Grow Money Business


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