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 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 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 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 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 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 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 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...

Episode 50: Understanding RVUs In Interventional Pain, Part 2 of 2

[tags] This EpisodeYou Will Learn- How to evaluate the competitiveness of an offer and how to understand what the potential outcomes or an offer based on different levels of productivity - What is The Medical Group Management Association (MGMA)? - Solid benchmark...

Episode 49: Understanding RVUs In Interventional Pain, Part 1 of 2

[tags] This EpisodeYou Will Learn- The different types of RVU and how they each play a role.  - How an RVU is calculated. - The reason RVU's differ from state to state. Resources & LinksNational Health Policy Forum - The Basics: Relative Value Units (RVUs) Dr....

Episode 38: Financial Inoculation Against Coronavirus Market Panic

[tags] This EpisodeYou Will Learn  You will learn: - Why the media is trying to scare us - The most reliable way to create wealth as a physician - Two of my top resources for positive, valuable information - The importance of "Insulating yourself from the noise" - How...