In this episode I'm rejoined by Bobby Lind. Bobby was a guest on the show for episode #23. Bobby has been involved in the healthcare space for over 10 years, with a significant portion of his career dedicated to helping healthcare professionals with commercial real estate. During this time, he has helped numerous small business owners, including dentists, veterinarians, and optometrists, navigate the complex process of finding the perfect locations for their practices. Bobby has witnessed the critical role that real estate plays in the success of a healthcare practice. He saw firsthand how the right or wrong location could dramatically impact a practice's profitability, growth, and overall success.

Bobby co-created Pinpoint to address the very challenges he encountered. Pinpoint was born out of his desire to provide healthcare practitioners with the tools and resources they need to make informed, confident decisions about their practice locations. In addition to his work with Pinpoint, Bobby is the founder of Rise Realty Partners, a commercial real estate firm that specializes in tenant and buyer representation.

This episode is a great one to head over to YouTube and watch vs. listen to if interested in seeing the data.

• What is Pinpoint - the problems this offering solves.
• A case study and review of finding a location and the data you can extract.
• What's actionable with the data.
• Where to learn more and dig in.
• Also, there is a special offer if you listen to the end.

• www.pinpointmypractice.com (launching in early September)
• email: hello@pinpointmypractice.com

GuardianVets (be sure if you reach out to mention us for 50% off your first month)

Granite Peak Associates

Today I’m joined by a repeat guest Dr. Phil Zeltzman - a polymath and veterinary surgeon. He’s joined me on episode #42 and #107. He is the co-founder of Chronos and SURGE. Chronos is a remote back-office solution for veterinary practices. SURGE is a community of ​​“MOBILE SURGEONS HELPING MOBILE SURGEONS”. Phil always a pleasure to connect and I get to share that with the audience this time.

• Phil's bigger macro and micro views at where things stand today in veterinary medicine.
• "Pet spend on a real basis (accounting for inflation) is down 20 straight months - this is worse than the Great Financial Crisis which was 19 months." - Phil's thoughts and does it feel that bad in the marketplace today?
• We chat Chronos - Phil joined me in episode #107 to talk about it. You’ve been talking about “reactivation” a lot lately and wanted to have you share more about that.
• Phil is the co-founder of Surge - which is a group of mobile and some B&M locations around the country. I was able to come to a meeting back in 2023 and loved it. Share a bit about Surge and how your GP peers can leverage and utilize what Surge has to offer.
• Phil's questions for me sparked a fun conversation.
• And so much more!!

GuardianVets (be sure if you reach out to mention us for 50% off your first month)

Granite Peak Associates

In this episode I opened up some questions to the Facebook Group and broader Instagram following and took those questions and answered them on this week's show. I'd always encourage folks to talk to a professional before making any decisions, again these are my opinions and not investment advice. The questions were as follows:

1. What should the ideal savings rate be to get to financial freedom?
2. Where are the areas in the investable universe today that are interesting - outside of bitcoin?
3. What do you think about whole life IUL policies? Also how to best protect investments in uncertain economic climates (ie now)? Also how to structure generational wealth management plans?
4. You see, all the posts about “real estate” is the best way to build long term wealth. What are your thoughts?
5. Given economic uncertainty, is starting or buying a practice still a good idea today?
6. What is one thing you learned about investing that you’ve changed your mind on the past couple of years?

GuardianVets (be sure if you reach out to mention us for 50% off your first month)

Granite Peak Associates