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In this episode of the Modern Investing with Sidepocket, Dr. Aaron Cook, an orthopedic surgeon turned investor, shares his remarkable transition from medicine to finance. Early on, Dr. Cook's fascination with numbers and economics led him to invest in real estate and stocks, setting the stage for a diverse and well-rounded portfolio. Leveraging his analytical skills, he strategically navigated the financial landscape through self-education and by understanding economic principles. His journey underscores the importance of being curious and taking strategic actions to ensure financial growth and stability.

A significant highlight of Dr. Cook’s investment philosophy is his emphasis on understanding risk tolerance. He elaborates on the necessity of recognizing one's financial comfort zone to make informed decisions, sharing personal anecdotes about his approach to saving and investing. Dr. Cook believes in living below one's means as a foundation for savings and investments, advocating for strategic planning in handling market volatility. By constantly reassessing risk and making calculated choices, he maintains a resilient portfolio that adapts to fluctuations while focusing on long-term gains.

Beyond finance, Dr. Cook dedicates his efforts to philanthropic ventures, investing in education and local charitable organizations. His involvement in angel investing reflects his commitment to supporting emerging entrepreneurs, viewing it as a means to mentor and foster innovation. Dr. Cook’s philosophy extends to the broader community, where his investments are not only financial but also geared toward societal growth. As he shares his journey, Dr. Cook encourages listeners to remain curious, continuously educate themselves, and leverage investing as a tool for both personal advancement and making a positive societal impact.

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