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Wealth Planning for the Modern Physician
39 minutes | Jun 24, 2021
21 | The Physician as an Entrepreneur with Jerry Kelsheimer and Ronnen Isakov of Medic Management Group
Listen in as David chats with Jerry Kelsheimer and Ronnen Isakov, President and Managing Director of Medic Management Group, a national “one stop” solution for healthcare management. David, Jerry and Ronnen examine several aspects of the business of medicine, including ways that Medic Management Group helps physicians and medical practices. They discuss what “thinking like an entrepreneur” means for physicians and the questions entrepreneurial practice owners should ask. The also cover risks inherent to today’s medical practice, exit planning and more. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
41 minutes | Jun 10, 2021
20 | Personal Guarantees to Partner Choices: Insights from An Ophthalmology Practice Founder with Desmond McGuire, MD
In this episode, retina specialist Dr. Desmond McGuire joins David to discuss everything from his first exposure to ophthalmology back in high school, as well as how his parents influenced his commitment to saving for retirement. Dr. McGuire and David then review how Desi founded his practice by purchasing it from a few physicians and then examine the risk of signing personal guarantees on investment deals, with Desi sharing a private investment deal he was involved in that did not go as planned. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
21 minutes | May 27, 2021
19 | Inflation & Your Investments with Andrew Taylor, CFP®
This episode focuses on a timely economic issue – inflation and its impact on investments. You’ll hear from David, as well as his OJM Group partner, Andrew Taylor, CFP, as they discuss inflation basics and what listeners need to know about its impact in May 2021 and in the coming months. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
30 minutes | May 13, 2021
18 | Protect Your Practice & Personal Data From Cyber Fraud with Mark Grosvenor
Listen in as guest host and OJM Group Co-Founder Jason O’Dell chats with Mark Grosvenor, Executive Vice President and Chief Technology Officer for NFP (National Financial Partners). In his discussion with Jason, Mark covers several important topics for physicians and medical practices, including cyber fraud involved with PPP loans (and practical steps to take to avoid it), what “social engineering” attacks are, what a business should do if they are a victim of cyber fraud. Mark also discusses ransomware and identifies what is typically the weakest cyber security link for a business. Finally, Mark offers tips that individuals and families can use to reduce their risk of hacks and identity theft. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
35 minutes | Apr 29, 2021
17 | What Doctors Should Know: The 2021 Legal Update with Healthcare Attorney Brad Adatto
Brad Adatto is a partner at the law firm of ByrdAdatto, a national business and healthcare boutique law firm. As the son of a surgeon, and from a family of many dentists, Brad has a personal connection to the businesses of both medicine and dentistry. In his discussion with David, Brad covers a number of important issues for listeners, including common compliance red flags in medical and dental private practices, as well as HIPAA, Stark, and anti-kickback rules. Finally, Brad discusses a crucial success factor that every doctor should understand when working with their attorney. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
47 minutes | Apr 15, 2021
16 | Don’t Put Your Happiness on Hold with Dr. Jen Haley
Listen in as Dr. Jen Haley joins David to discuss how her upbringing influenced her decision to become a physician, why she shifted specialties during her training, and how a few unplanned significant decisions have shaped her career and financial life. Jen also talks about her Radiance Revealed Podcast and reveals a few important financial habits and philosophies which have allowed her to become financially independent now and practice in a way that fits her lifestyle. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
42 minutes | Apr 1, 2021
15 | Career Transitions, Asset Protection & Podcasting with Anesthesiologist Dr. Richard Marn
In this episode, anesthesiologist and fellow podcaster Dr. Richard Marn joins David to discuss various topics. Listen in as Richard explains his decision to pursue anesthesiology, when he originally planned to be a surgeon, and his choice to leave a large academic institution after many years for solo private practice. They also discuss Richard’s and his wife’s investments in real estate and their search, with some successes and failures, to get tailored asset protection advice. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
38 minutes | Mar 18, 2021
14 | Insights on Selling a Medical Practice, with Investment Bankers Clint Bundy & Stewart Carlin
In this episode, David is joined by investment bankers Clint Bundy and Stewart Carlin from The Bundy Group. Clint and Stewart each discuss success factors for physicians looking to sell their practice, merge into larger practices, or even become an acquirer. They also cover a few common mistakes they often see in the medical practice space. Finally, Clint and Stewart tell David the best ways physicians can vet and compensate a potential investment banking firm and the “one thing” each of them would recommend physicians consider if they may sell their medical practice. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
39 minutes | Mar 4, 2021
13 | Financial Therapy 101 with Orthopaedic Surgeon Greg Gilot and Your Financial Therapist Erika Wasserman
In this episode, David speaks with Cleveland Clinic Florida orthopaedic surgeon Dr. Gregory Gilot and his collaborator “Your Financial Therapist” Erika Wasserman. Listen in as Greg outlines his traditional surgical training and career. Greg then discusses his interest in Financial Therapy and decision to pursue academic training in the field while continuing to practice orthopaedics. Erika covers her career journey from IBM to branding consultant to Financial Therapist, where she met Greg in the Kansas State Financial Therapy program. Greg and Erika then explain the basics around Financial Therapy – what it is, how it differs from typical individual or couples therapy, and how physicians could benefit from a short course of Financial Therapy to alleviate many types of stresses that come with the student loans, the practice of medicine, marriage, etc. Finally, Greg and Erika describe the process they have developed for physicians and each give one key piece of advice regarding finances and happiness. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
36 minutes | Feb 18, 2021
12 | Taking Time & Taking Risks with Gastroenterologist Entrepreneur Mukul Mehra, MD
In this episode, gastroenterologist and entrepreneur Mukul Mehra, MD joins the program to discuss his career journey and business pursuits. Listen in as Mukul explains his financial choices on schools to attend, job selection and how he sought the right financial firm to guide him. He and David also discuss how Mukul’s time away from the practice led to insights which culminated in his successful healthcare company and the importance of finding the right mentor in business. Finally, Mukul gives his advice to physicians—on protecting one’s time and taking risks. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
29 minutes | Feb 4, 2021
11 | The Importance of Asset Protection & Other Lessons with Dermatologist-Attorney-Professor David Goldberg, MD, JD
Dr. Goldberg discusses his motivation to become a physician, his experience in joining a private practice after training and the decision to leave that practice and go out on his own. He then explains his decision to go to law school at night and what he took away from that training. Finally, Dr. Goldberg explains his advice to fellow physicians regarding liability and asset protection and the recent merger of his practice and his new position. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
38 minutes | Jan 21, 2021
10 | 2021 Tax Planning with Carole Foos, CPA
As the new year begins and the Biden administration takes office, this episode focuses on the timely topic of 2021 tax planning. David opens with an overview of two tax-related topics: (1) the improvement of the tax-favored asset class of permanent life insurance by a federal law passed at the end of 2020; and (2) the tactic of timely tax loss/gain harvesting – which should be implemented throughout the year, not just in the fourth quarter. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
37 minutes | Jan 7, 2021
9 |The Value of Specialization, with Entrepreneur & Orthopaedic Surgeon Scott Faucett, MD, MS
In this episode, sports medicine orthopaedic surgeon Dr. Scott Faucett, MD, MS joins the podcast to discuss his career path, decisions concerning career and finances, and his entrepreneurial ventures in medically-related businesses. Listen in as Scott explains his background in finance, from both his family and college education and his fascinating master’s program at Dartmouth, where he trained in many management areas related to medicine. He and David also discuss Scott’s various job decisions and his learned importance on working with specialists, both in his personal wealth planning and in launching new ventures. David and Scott then cover lessons Scott has learned as an entrepreneur. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
34 minutes | Dec 24, 2020
8 | Leveraging Today’s Low Interest Rates, Including The Use of Premium-Financed Life Insurance, with Jason M. O'Dell, MS, CWM
This episode focuses on a powerful wealth planning opportunity for physicians that is time-sensitive -- leveraging today’s historically low interest rates. You’ll hear from David, as well as his OJM Group partner, Jason O’Dell, MS, CWM, as they discuss techniques for leveraging low interest rates in a number of wealth planning areas. David discusses three ways to leverage such low rates and then introduces Jason to discuss premium-financed life insurance, one technique that has increased attractiveness today. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
48 minutes | Dec 10, 2020
7 | Insights From a Spine Surgeon-MBA-Practice Executive with Isador Lieberman, MD, MBA
In this episode, Orthopaedic Spine Surgeon Isador Lieberman, MD, MBA joins the podcast to discuss his career path from Toronto to Cleveland to South Florida to Dallas, including academic positions, clinical work and administrative responsibilities. Listen in as Isador explains why he sought out an MBA while in practice at the Cleveland Clinic and lessons he learned running orthopaedic departments and, currently, the Texas Back Institute. He and David also discuss entrepreneurial opportunities that physicians can leverage, as well as Dr. Lieberman’s founding of, and continuing work on, the Uganda Spine Surgery Mission. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
44 minutes | Nov 26, 2020
6 | The Financial Life of a Two-Physician Couple with Drs. Robin and Evander Fogle
Today we have two guests joining the show: Drs. Robin and Evander Fogle, from Atlanta, Georgia. Robin is a Reproductive Endocrinology and Infertility Specialist, while Evander is an Orthopaedic Surgeon. In this episode, we discuss their stories of how they met, and their medical training paths across the U.S. (and Evander’s stint as staff surgeon at Guantanamo Bay, Cuba.) We focus most of the discussion on their challenges of making financial decisions as a couple and raising a family with busy practices – including the differences in how Robin deals with money vs Evander, yet how they make it work. They touch on buying that first house, savings vs spending, budgeting, the value of getting a professional’s input, the importance of delegation and more. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
35 minutes | Nov 12, 2020
5 | Marketing & Operational Pearls with Tim Sawyer, President of Crystal Clear Digital Marketing
Tim Sawyer is the President and Co-Founder of Inc. 500 Company Crystal Clear Digital Marketing. He is a highly regarded motivational speaker, author and practice management consultant within the medical industry. Listen in as Tim explains what he has learned from running his own business, including his mistakes, and what his advice would be for physicians in private practice or with entrepreneurial aspirations. You will learn the important difference between abdicating and delegating, how to increase productivity by updating your database and more. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
35 minutes | Oct 29, 2020
4 | Moving From an Employed Position to Buying a Private Practice and Beyond with Plastic Surgeon Dr. Jonathan Kaplan
A second-generation physician, Jonathan explains why he became a plastic surgeon, his background in getting a master’s degree in public health, and his choice to become an employed physician out of fellowship. He and David discuss Jonathan’s decision to buy a private practice in San Francisco and everything that was involved in that transaction, including his use of an SBA loan and creation of a business plan. Jonathan then discusses the areas of wealth planning he handles himself, as well as the areas he delegates. Finally, Jonathan and David chat about why he created BuildMyBod, a tool that strives to create price transparency in health care. Jonathan covers what this new venture offers physicians and valuable lessons he has learned from this business. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
30 minutes | Oct 1, 2020
3 | The Business of Medicine and Success Factors for Doctors Working with Lawyers with attorney Michael Byrd
Michael S. Byrd is a partner at the law firm of ByrdAdatto, a national business and healthcare boutique law firm. As the son of a doctor and entrepreneur, Michael has a personal connection to both business and medicine, and he has blended these life experiences to become a leading advocate for doctors and dentists throughout the United States. Today he joins the show to share his advice for any physicians looking to become involved in entrepreneurial activities, including running a private practice. Listen in as Michael shares where physicians tend to go wrong when it comes to legal issues and how “$5 problems” often escalate to become “$50 solutions.” Michael also discusses success factors that every doctor should be aware of when working with attorneys. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
38 minutes | Oct 1, 2020
2 | Lessons from a Neurosurgeon-Attorney-CEO with Jeffrey Segal, MD, JD
Dr. Jeffrey Segal is a board-certified neurosurgeon, attorney and founder of Medical Justice, a physician-based organization focused on keeping doctors from being sued for frivolous reasons. He is also the founder of eMerit, which helps doctors protect and preserve their reputations—particularly online. Jeff joins the show today to discuss his journey from physician to CEO to attorney to CEO. Listen in as he explains what it takes to launch a venture and why there are always lessons to learn from starting one—even if you fail. You’ll discover the importance of creating a great team around you—whether in terms of staff or advisors, how managing your online presence can help you not only overcome bad reviews but also positively add more patients, and Jeff’s advice for young physicians starting out. You can find show notes and more information by visiting www.physicianswealthpodcast.com.
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