Episode 253: Helping Aging Parents Get Financially Organized

 Have you ever had to navigate the difficult conversation of finances with your aging parents? In this episode, we explore the crucial yet uncomfortable topic of helping your parents get financially organized before it’s too late. I’ll walk you through practical...

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 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...

Episode 236: Six Easy Wins For Transitioning To Attendinghood

 Transitioning from training to attendinghood can be both exciting and daunting, especially as you approach the culmination of your residency or fellowship. In this episode, we'll uncover six actionable strategies to ease this transition and set yourself up for...

Episode 233: Financial Benefits of Homeownership

 What are the financial benefits of homeownership? Is homeownership the best financial move you can make to solidify your long-term wealth goals? Today I’ll answer these questions and more as I continue the homeownership vs. renting theme I began last week. (If...

Episode 232: Is Renting A House Really Throwing Away Money?

 When is the right time to purchase a home? Today I am explaining some of the crucial factors influencing the decision to buy a house or simply rent. From career transitions to personal circumstances, I share the specifics of when and why purchasing a home might be...

Episode 229: Tax Considerations For 2024 w. Evgeni Ivanov

 The 2024 tax season is upon us, and so is the annual episode that will equip you with the knowledge you need to deal with your taxes in simpler and more efficient ways. Today, Evgeni Ivanov joins me to share the important things for you to pay attention to and...

Episode 225: Anesthesia Job Market Update For 2024 w. Dr. Josh Lumbley

 Dr. Josh Lumbley, Chief Quality Officer at NorthStar Anesthesia, joins the show today to share his career journey and where he sees the future of anesthesia going. In this episode, he opens up about the challenges he faces in ensuring consistent anesthetic outcomes,...

Episode 224: New Year’s Updates

 Even if you're not a future client, my goal is to arm you with knowledge for financial success and progress. In this episode, I will be sharing updates on APM Wealth and what you can expect for the coming year in terms of the podcast. Tune in for valuable insights...

Episode 223: Dodging Dunning Kruger To Make Many Millions

 Why do doctors have a bad rap when it comes to investing? In this episode, I’ll address the relatively common thought that doctors tend to be poor investors and invest more often in “hair-brained schemes” than most people. We’ll be unpacking the reasoning (good...

Episode 222: Choose Your Battles Wisely To Focus On What Really Matters

This week, we're revisiting a previous episode that serves as a valuable tool for investors looking to optimize their behavioral, mental, and intellectual approach to position themselves for success. Successful investing and wealth-building often involve not winning...

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 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 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:...

Episode 205: A Couple Quick Announcements For The APM Community

 Today, I have a couple of important announcements to make before we resume our regular programming next week. Firstly, I'm excited to inform you that I will be attending the ASPN Conference in Miami this upcoming weekend, from July 13th to 16th. For the APM Success...

Episode 199: Considering Adjustable Rate Mortgages With Rates Coming Up

 Have you noticed how interest rates have been changing over the past 12-18 months, leading to a shift in conventional thinking around home purchases and mortgage options? In this episode, we delve into this evolving landscape and explore the new considerations that...

Episode 198: Exploring 457 Plans For Academic & Government Employees

 Today we delve into the topic of 457 plans as a component of employee benefits, an area we have not explored previously. I want to take the opportunity to provide a comprehensive understanding of these plans, highlighting their distinctions from the widely known...

Episode 187: Cash Pay Therapies In Pain Management w. Joe Kenrick

 In the competitive world of medical practice, it can be challenging to differentiate yourself and generate adequate revenue. In this episode, Joe Kenrick, Senior Consultant at Cutting Edge Lasers, joins the show to emphasize the importance of getting off the...

Episode 170: Financial Opportunities That Come With Inflation

 If you’re a physician, you can earn CME from this content! Reflect on how this podcast applies to your day-to-day and earn AMA PRA Category 1 CMEs here: https://earnc.me/bl3OKL Inflation is a multi-factorial reality that has both upsides and downsides. The...

Episode 161: The Shocking Math: The COST Of Doing A Fellowship

 If you’re a physician, you can earn CME from this content! Reflect on how this podcast applies to your day-to-day and earn AMA PRA Category 1 CMEs here: https://earnc.me/vLC0aE If you’re spending your time doing one thing, then you can't spend that time doing...

Episode 160: IRS Boosting Audits With New Tax Bill w. Evgeni Ivanov

 If you’re a physician, you can earn CME from this content! Reflect on how this podcast applies to your day-to-day and earn AMA PRA Category 1 CMEs here: https://earnc.me/2wmNJ0  It’s always important to be prepared for potential changes that could affect your tax...

Episode 159: Is It Possible To Build Real Wealth In Academic Anesthesia?

If you’re a physician, you can earn CME from this content! Reflect on how this podcast applies to your day-to-day and earn AMA PRA Category 1 CMEs here: https://earnc.me/2rCYGY Building a career in academic medicine and translating the financial wherewithal generated...

Episode 158: Don’t Let Financial Dogmas Lead To Your Downfall

 If you’re a physician, you can earn CME from this content! Reflect on how this podcast applies to your day-to-day and earn AMA PRA Category 1 CMEs here: https://earnc.me/JVa6xS As humans, we have experiences (both good and bad) that form who we are and the...

Episode 143: Peds Dental Anesthesia Entrepreneurship w. Dr. Navin Goyal

 If you’re a physician, you can earn CME from this content! Reflect on how this podcast applies to your day-to-day and earn AMA PRA Category 1 CMEs here: https://earnc.me/EmN6Gk  An anesthesiologist by training, Dr. Navin Goyal is the co-founder of OFFOR Health...

Episode 141: Exploring A Misconception: Are Index Funds SAFE?

 If you’re a physician, you can earn CME from this content! Reflect on how this podcast applies to your day-to-day and earn AMA PRA Category 1 CMEs here: https://earnc.me/nye4Yj Index funds are popular investments, but that doesn’t mean they’re fail-safe. In fact,...

Episode 134: Investing For Profits AND Impact w. Prof. Alex Edmans

 If you’re a physician, you can earn CME from this content! Reflect on how this podcast applies to your day-to-day and earn AMA PRA Category 1 CMEs here: https://earnc.me/jQGcxN Alex Edmans is Professor of Finance at London Business School and Academic Director of...

Episode 129: How Should Physicians Think About Inflation When Investing?

 If you’re a physician, you can earn CME from this content! Reflect on how this podcast applies to your day-to-day and earn AMA PRA Category 1 CMEs here: https://earnc.me/9Db8F6 Inflation is frequently happening in isolated parts of the economy at any given time, but...

Episode 79: Enjoy Financial Conquest With A Straightforward System

[tags] This EpisodeYou Will Learn- My goals from 2020 and the outcome of those goals - The importance of a system when setting output/input goals - 10 step example of systems applied to output/input goalsResources & LinksList of Physician Side Hustles Check out...

Episode 78: Year-end Giving Strategies w. Daniel Wrenne

[tags] This EpisodeYou Will Learn- I discuss my general thoughts thoughts of how my financial planning works with my practice - Some of the most rewarding ways that I have seen in terms of companies giving back financially - I give some advice for physicians that are...

Episode 72b: Here’s A System For Tax Optimized Wealth Building

[tags] This EpisodeYou Will Learn- Expenses that are worth using a 0% APR credit card with, and the exceptions to that idea - The similarities between FSA and HSA plans - Different strategies to paying off debtResources & LinksJoe Biden Loan Plan    Tim Ferriss...

Episode 72: How To Handle Student Loans Between Now And 2021

[tags] This EpisodeYou Will Learn- Important idea's I learned from Seth Godin - Biden's proposal for PSLF accessibility - How COVID has affected student loans, and what you should consider going into 2021Resources & LinksJoe Biden Loan Plan    Tim Ferriss...

Episode 69: Homebuying Wisdom For Docs In Transition

[tags] This EpisodeYou Will Learn- How to assess when is the right time to buy a home, and how much you should pay - Simple rules to follow when considering how much you can afford to pay based on your salary - Other key factors to think about when buying a...