The Investing Consultation

About this episode

This episode explores investment strategies and wealth building with guest Kelly Castleberry.

This episode explored how to build wealth using current investment and asset allocation strategies with our guest, Kelly Castleberry. We also examined the outlook for stocks, bonds, cash, and alternative assets such as private equity, private credit, real estate, hedge funds, and infrastructure. We wrapped up the episode by discussing tax-saving strategies like charitable giving through donor-advised funds. Host, Patrick Buchanan, MD: Dr. Buchanan is double board certified in Physical Medicine and Rehabilitation and Pain Medicine. His goal is to help his patients get their life back by managing their pain and focus on things they love and enjoy. https://www.californiapaindoctors.com/patrick-buchanan-m-d/ https://www.instagram.com/patdbmd/?hl=en Host, Timothy Deer, MD: Dr. Deer is the president and CEO of the Spine and Nerve Centers of the Virginias. Dr. Deer has led a revolution in interventional spine and nerve care by teaching thousands of physicians an algorithmic approach to care including methods that are less invasive at a lower risk for complications. https://centerforpainrelief.com/about/tim-deer-md/ https://twitter.com/doctdeer?lang=en…

People in this episode

Hosts: Patrick Buchanan, MD, Timothy Deer, MD

Guest: Kelly Castleberry

Topics covered

• investment strategies
• asset allocation
• wealth building
• tax-saving strategies
• financial planning

Keywords

• investment
• wealth
• stocks
• bonds
• real estate
• tax strategies
• financial consulting

Mentioned in this episode

Organizations: Graystone Consulting, American Society of Pain & Neuroscience

Places: Virginias

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