Providers Properties and Performance: Financial Strategies of Physician Ownership with Grant Bledsoe

Financial Strategies of Physician Ownership with Grant Bledsoe

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