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UPCOMING WEBINAR

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This session is designed specifically for women physicians who are ready to take a data-driven, strategic approach to their real estate investing. If you want to move beyond simple rules of thumb and adopt a professional-grade methodology, this webinar is for you.

Join us for an exclusive opportunity to Invest in the Future of Health Care with Thimble Health's visionary Founder and CEO, Dr. Manju Chacko Dawkins.

Join us on June 18th for an engaging webinar with Ryan Bakke, CPA.
"The money you're leaving on the table: Unlock your wealth potential" Webinar.
Learn how to leverage the tax code for real estate investing and discover financial opportunities as a woman physician.

Join us on June 18th for an engaging webinar with Ryan Bakke, CPA.
"The money you're leaving on the table: Unlock your wealth potential" Webinar.
Learn how to leverage the tax code for real estate investing and discover financial opportunities as a woman physician.

"Tax-Smart Strategies For Physicians: Leverage Your Medical Practice To Build Tax-Efficient And Long-Lasting Wealth." 

Hosted by TrifectaMD.com and featuring Tal Binder & Rachel Richards from Gelt, this webinar will provide valuable insights into optimizing your tax strategy as a physician.

Join us as we delve into the fundamentals of options trading and equip you with the essential tools and strategies to embark on your trading journey.

Connect with a vibrant community and share your personal journey in our "Share Your Story with Us, Community Hour" webinar. This event is a follow-up to the Likeable Badass Book Club by Alison Fragale, designed to empower and inspire.

angel-investing-for-women-physicians

Angel Investing for Women Physicians: A Trifecta MD Guide to Building Legacy Wealth

July 16, 20252 min read

Angel Investing for Women Physicians:
A Trifecta MD Guide to Building Legacy Wealth

Part 1: Angel Investing Explained (For Doctors, By Doctors)

"Why Your Clinical Instincts Make You a Smarter Investor Than Any MBA"

At Trifecta MD, we talk a lot about financial freedom—not just saving, but owning. Here’s how angel investing fits into that vision:

The Scenario:
A founder pitches you a "revolutionary" AI scribe. In 30 seconds, you see:
✔ The flaw (
requires 10 extra clicks per note)
✔ The potential (
could save hours if redesigned)

Instead of giving free feedback, you say: "I’ll invest $10K for 2% equity." Two years later, Epic acquires them. Your stake? $250K—for spotting what non-clinicians missed.

🔍 Trifecta MD’s Take: Why This Matters for Women Physicians

We’re systematically underpaid for our expertise. Angel investing flips the script:

  • Capitalize on your clinical IQ (no extra hours)

  • Fund innovations you believe in (mission-driven wealth)

  • Diversify beyond the market (own what you understand)


Part 2: Should Doctors Be Angel Investing?

"The Truth No One Tells You: Avoiding Risk Is Riskier"

At Trifecta MD retreats, we see brilliant physicians stuck in financial learned helplessness:

  • "I’ll just work harder" → Burnout

  • "Index funds are safe" → Lagging wealth

  • "I don’t have time" → Lost opportunities

The Data:

  • Women physicians peak earnings later (career breaks, pay gaps)

  • Traditional retirement accounts won’t close the gap

  • Angel investing offers asymmetric upside (small bets, big wins)

💡 My Turning Point

After years of:

  • Giving free advice to startups

  • Watching male colleagues profit from "our" ideas

I invested $5K in a FemTech company founded by an OB/GYN. Three years later: $75K return. Now I teach physicians to do the same.

Trifecta MD Rule #1:
Only invest in problems you’ve treated personally. (Your clinical edge.)

Part 3: Why Trifecta MD Believes in Physician Investors

"The Real ROI: Freedom to Practice (or Not) On Your Terms"

At our Equus retreats, we don’t just talk money—we talk power. Angel investing delivers:

1. Leverage

  • Your expertise → Ownership in solutions you shape

2. Optionality

  • Portfolio growth → Ability to walk away from toxic systems

3. Legacy

  • Fund innovations that reflect your values

🚀 The Trifecta MD Starter Plan

  1. Start Small

    • $5K = 1-2 call shifts spread across 5 deals

  2. Join Our Network

    • Access vetted health tech deals (no cold pitches)

  3. Learn Safely

    • Next Equus retreat: "Angel Investing for Physicians" deep dive

Lasting Thought:
We train to save lives. Why not train to secure our own futures too?


angel investing for women physiciansdoctor angel investing guidebuilding legacy wealth as a physicianhow doctors can invest in startups
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At Trifecta MD, we believe that building financial freedom and leaving a lasting legacy are inextricably linked. Our comprehensive approach empowers women physicians to not only achieve personal financial security, but to also create generational wealth and make a meaningful impact on their communities.

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