investment strategies

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 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