Podcasts
Episode 215: Evaluating The Shifting Landscape For Physician Disability Insurance w. Larry Keller
Today we're joined by Larry Keller, a renowned expert in physician disability insurance, as he sheds light on the evolving landscape of disability insurance. Larry delves into the current hot topics within the industry, providing valuable insights into recent...
Episode 214: Important Student Loan Policy Updates w. Meagan McGuire
Today we dive into the world of student loans with Meagan McGuire, a Certified Student Loan Professional with extensive expertise in student loan policy and planning. Meagan, who has advised on over $380 million of student debt, sheds light on the implications of...
Episode 213: Digital Health In Interventional Pain w. Dr. Bryan Marascalchi
Dr. Bryan Marascalchi, a seasoned Anesthesiologist and Pain Medicine Physician at Vanderbilt University Medical Center, joins the show today to dive into the tangible impacts of digital health on pain management. In this episode, Dr. Marascalchi shares the...
Episode 212: A Common Misconception About Spousal Life Insurance
Today we are talking about a crucial financial aspect: spousal life insurance. As a financial advisor, I've encountered tragic stories that highlight the significance of proper life insurance coverage. At the heart of the discussion are two often overlooked...
Episode 211: Tax Brief – Asset Sale Vs. Stock Sale In Selling Your Practice Or ASC w. Evgeni Ivanov
In this final segment of our two-part series with tax expert Evgeni Ivanov, we dive back into the complex realm of business transition. Focusing on the distinction between a stock sale and an asset sale, this episode unravels the critical factors that should be...
Episode 210: Tax Brief – Exploring Installment Sales w. Evgeni Ivanov
This is the first of a two-part series tailored for practice owners contemplating the sale and transition of their practices. In this episode, we're joined by tax expert Evgeni Ivanov, Senior Manager at Wipfli LLP, to explore a crucial aspect of deal structuring:...