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.
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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
Money Rx - Stop Trading your Time For Dollars
In this episode of Money Rx you'll discover how you can build a financial plan that lets you work because you want to, not because you have to. Josh Taffer and Dave Jesiolowski discuss the five key areas of financial planning specifically tailored for physicians. They emphasize the importance of tax planning, risk management, asset location, cash flow management, and legacy planning. The conversation highlights common pitfalls physicians face in their financial strategies and offers actionable insights to help them achieve financial freedom and security.