Podcasts
Episode 250: How To Protect Your Parents From Financial Fraudsters
In this episode, I’m revisiting the critical topic of financial fraud, which I last discussed back in episode 144. This time, I’m bringing a fresh perspective on how you can protect yourself and your loved ones from increasingly sophisticated scams. Cybercrime...
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...
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 funds and why...
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...
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...
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 balance...