Justin Harvey

Episode 249: Is Direct Indexing Really All It’s Cracked Up To Be?

 Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s... read more

Episode 248: Are Index Funds…. Safe? Depends On Which Index!

 In this episode, we are diving into the complexities of using index funds as a “safe” investment option, particularly for short-term financial goals. Drawing from recent client interactions, I explain the misconceptions around the safety of index... read more

Episode 247: How Private Equity Can Enhance Your Practice (Or Not) w. Dr. Yesh Navalgund

 In this episode, we dive deep into the world of medical business leadership and practice management with Dr. Yesh Navalgund, Chief Medical Officer at National Spine and Pain Centers. Dr. Navalgund shares his extensive experience in growing and scaling pain... read more

Episode 246: Asking The Right Questions When You Sell Your Practice w. Michael White

 Managing director at Founders Advisors, Michael White, joins me on the show today to help explain the role of a business liquidity event within the financial journey of a physician. We align in how we help physicians understand their businesses and, in this... read more

Episode 245: Three Ways Practice Owners Can Build Up Their Balance Sheet

 Are you a practice owner looking to extract maximum value from your clinical practice? In this episode, we’ll discuss the crucial steps to ensuring your business assets translate into personal wealth. Building on our previous episode about understanding your... read more