Money Rx - Best Practices For Physicians
The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms.
Investment advisory services offered through Signal Advisors Wealth, LLC (“Signal Wealth”), an SEC Registered Investment Adviser.
Investing in securities involves risk, including possible loss of principal. The content presented herein is not intended to provide specific tax, legal or investment recommendations. Any information contained herein is general in nature and should not be construed as a solicitation of securities transactions on the part of Signal Wealth.Individuals should consult their financial advisor for financial advice pertaining to their unique investment objectives.Insurance products offered by Journey Wealth Strategies.
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Money Rx - Best Practices For Physicians
Latest Episodes
Money Rx - With Family Law Expert Craig Robertson
In this episode of Money Rx, host Dave Jesiolowski discusses the complexities of divorce, particularly for physicians, with family law expert Craig Robertson. They explore the unique challenges physicians face during divorce, the importance of ...
Money Rx - Funding That Million Dollar Education
In this episode of MoneyRx, Josh Taffer discusses the financial strategies necessary to fund a million-dollar education for children, particularly for those aiming for elite schools. He outlines a three-bucket strategy involving 529 plans, Trum...
Money Rx - Importance Of Business Ownership w/Dr. Craig Moffett
In this episode, Josh Taffer speaks with Dr. Craig Moffett about the importance of business ownership for physicians. They discuss Dr. Moffett's entrepreneurial journey, the creation of his assisted living facilities, and the tax benefits assoc...
Money Rx - Real Estate Investing For Physicians with Dr. Craig Moffett
In this episode of MoneyRx, host Josh Taffer and Dr. Craig Moffett discuss the potential of real estate investing for physicians. They explore Dr. Moffett's journey into real estate, practical advice for first-time investors, the importance of ...
Money Rx - The Psychology of Investing With David Wagner
In this episode of MoneyRx, host Dave Jesiolowski and David Wagner, CFA, delve into the often-overlooked psychological aspects of investing. They discuss the behavioral traps that investors fall into, such as fear of missing out (FOMO) and the ...