Episode 287 · Finance

An introduction to wealth creation and financial freedom with Dr Felix Bertram

With Dr Felix Bertram, Dermatologist and serial entrepreneur, Zurich, SwitzerlandHosts Dr Jake Sloane and David Segal

About this episode

In this episode we do something different and look beyond earning money from aesthetics. Zurich dermatologist and serial entrepreneur Dr Felix Bertram joins us to talk about wealth creation and financial freedom.

We discuss what financial freedom and passive income mean, budgeting and saving, the power of compound interest and starting early, diversification across savings, term deposits, shares, property, superannuation, gold and cryptocurrency, and why investment fees matter.

Felix also explains venture capital versus private equity and how to prepare your business for sale, with practical advice for professionals who want to build financial literacy and future-proof their wealth. This is general discussion, not personal financial advice.

What you'll learn

  • What financial freedom and passive income mean
  • Budgeting and saving strategies
  • The power of compound interest
  • Diversifying across asset classes
  • Venture capital versus private equity
  • Preparing your business for sale

Topics

  • Finance
  • Wealth creation
  • Investing
  • Financial literacy
  • Business exit
  • Switzerland

Full transcript

The full transcript for this episode is coming soon.