The Investing Consultation

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

https://www.instagram.com/timdeer30a/?hl=en

Guest, Kelly Castleberry:

Kelly is the managing director at Graystone Consulting. With over 30 years of experience, Kelly takes a holistic approach in consulting to high net worth families. He understands that more than a strictly investment-centric approach is required to help meet the multi-generational needs of wealthy families.