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.
mSignal Wealth does not offer or sell insurance products.
Episodes
15 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 ...
Money Rx - The Evolution of Investing Strategies with David Wagner
In this episode, Dave Jesiolowski and David Wagner discuss the evolution of investing strategies, emphasizing the need for a new playbook in today's market. They critique the outdated 60-40 portfolio model, explore the role of volatility as an ...
Money Rx - How Much Do I Need To Retire
In this episode of MoneyRx, host Josh Taffer discusses the common question among physicians regarding how much money is needed to retire. He emphasizes that the focus should not be on a specific number but rather on the process of buildin...
Money Rx - Leadership, Vision & Burnout w/ Dr. Brunson
In this episode of MoneyRx, host Dave Jesiolowski speaks with Dr. Claude Brunson about the critical aspects of leadership in the medical field, emphasizing the importance of self-care, mentorship, and the internal conversations that shape...
Money Rx - The Costly Money Mistakes Doctors Make — with Dr. Brunson
In this episode of The Physician’s Financial Journey, Dr. Brunson explores the path from residency to retirement through the lens of real physician experiences. We unpack powerful stories, spotlight the most common financial mistakes doctors ma...
Money Rx - 5 Stages of Business & The 4 C's
In this episode, Josh Taffer, CEPA® (Certified Exit Planning Advisor), discusses the importance of exit planning for private practice physicians. He outlines the five stages of exit planning: identify, protect, build, harvest, and manage. ...
Money Rx - Taxes & Your Retirement
In this episode, Josh Taffer and Dave Jesiolowski discuss the various types of accounts physicians typically have, including traditional retirement accounts, taxable accounts, and Roth accounts. They explore the implications of taxes on these a...
Money Rx - Protect Your Assets, Income & Lifestyle
In this episode of MoneyRx, hosts Dave and Josh discuss the critical importance of protecting assets, income, and lifestyle for physicians. They delve into personal and professional risks, emphasizing the need for income protection through disa...
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...
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...
Money Rx - Best Financial Practices For Physicians
In the inaugural episode of the MoneyRx Podcast, hosts Dave Jesiolowski and Josh Taffer discuss the importance of financial education for physicians. Dave & Josh talk about various topics, including the challenges physicians face in managin...