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 - How to Choose Your Financial Advisor & Financial Firm
In this episode of MoneyRx, hosts Dave and Josh discuss the critical aspects of selecting a financial advisor. They emphasize the importance of choosing the right people to influence financial decisions, the fiduciary responsibility of advisors, and the need for trust and connection. The conversation covers the role of financial advisors in a broader financial team, key questions to ask potential advisors, and the essential qualities to look for in a financial partner. The episode concludes with a commitment to helping listeners achieve their financial goals and live life on their terms.