E235 Sophisticated Giving Strategies With Donor Advised Funds w. Jim Giese
Anesthesia & Pain Management Success
Release Date: 04/01/2024
Anesthesia & Pain Management Success
What does the future of interventional spine and nerve care look like—and how are new innovations changing patient outcomes today? In this episode, Dr. Tim Deer, founder of the Spine and Nerve Center of the Virginias, shares how his team has pioneered groundbreaking treatments that are now used by physicians worldwide. He explains why outpatient procedures are reshaping the demand for anesthesiologists, how fellowship training is evolving, and why collaboration and mentorship are essential for elevating the entire field. Learn more: Watch the video:...
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What happens when healthcare policy, physician incentives, and emerging medical procedures collide? In this episode, Dr. Jay Grider, an interventional pain physician and healthcare strategist, unpacks the complexities of modern healthcare, from reimbursement systems and hospital reinvestment to the impact of anesthesia shortages on patient care. Listen in as Dr. Grider shares strategies for incentivizing physicians to spend the necessary time on complex cases and offers insight into the evolving landscape of regenerative medicine. Learn more: Watch the video: ...
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What would happen to your income and your family if you couldn’t work tomorrow? In this episode, we sit down with insurance expert Brian Leet, who brings decades of experience from both the insurance carrier and client side. He shares powerful stories from his career, including moments when clients discovered too late that they were unprotected. Brian breaks down the critical importance of disability insurance, especially for physicians and other professionals whose income is essential to their financial plans. Learn more: Watch the video:...
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What does it take to successfully run a private medical practice, especially when your training didn’t cover business fundamentals? In this episode, Attorney Mark Weiss joins the show to break down the legal and operational challenges physicians face when navigating the business side of medicine. From launching and growing an anesthesia group to managing governance and leadership transitions, Mark shares advice tailored to clinicians operating in a business world. Learn more: Watch the video: Need help with wealth management? Learn about APM Wealth's...
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What should you do when the market is down—and how can you use it to your advantage? In this episode, we dive into smart investment strategies for navigating today’s volatile market environment. From tariff-driven uncertainty to broader economic shifts, I will provide context around the current market conditions and explore how global dynamics are influencing investor decisions. Learn more: Watch the video: Need help with wealth management? Learn about APM Wealth's process, here: . Or, get our free guide explaining...
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Navigating the world of Qualified Medical Evaluators (QMEs) in California can be complex, but understanding the system can lead to financial and professional growth. Dr. Daniel Orlovich, Interventional Pain Specialist, joins us to break down what QME is, how it works, and why objectivity and thoroughness are crucial in this field. He also shares his journey of branching out on his own, the importance of financial planning, and the key factors to consider before making a career shift. Learn more: Watch the video: Need help with...
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What should fellows be looking for when searching for their first job? In this episode, Dr. Melissa Murphy, an anesthesia-trained interventional pain specialist and private practitioner, shares expert advice on navigating employment contracts, identifying red flags, and setting yourself up for long-term success. From understanding fair compensation to recognizing non-negotiables, she breaks down the key factors that can make or break your first job. Learn more: Watch the video: Need help with wealth management? Learn about APM...
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Why is buying a car such a frustrating and time-consuming experience—even when you know exactly what you want? In this episode, Andrew Guthmiller, owner of Car Concierge, shares his insights as an expert in car buying and selling. Andrew delves into the pain points of the car buying process and offers solutions for making it smoother and more efficient. From finding the best deals in the market to understanding when to lease versus when to buy, he walks us through the steps of getting the right car at the right price. Learn more: Watch the...
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Have you ever had to navigate the difficult conversation of finances with your aging parents? In this episode, we explore the crucial yet uncomfortable topic of helping your parents get financially organized before it’s too late. I’ll walk you through practical steps for initiating these talks early, making life easier down the road rather than dealing with a financial disaster later. Learn more: Watch the video: Need help with wealth management? Learn...
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What would you do if an unexpected financial disaster hit tomorrow? In this episode, we dive deep into the financial durability ratio—a tool that measures your ability to withstand unforeseen expenses or catastrophic events. We’ll discuss how this ratio helps you identify vulnerabilities in your financial preparedness and reduce the anxieties that stem from unknown risks. Learn more: Watch the video: Need help with wealth management? Learn about APM Wealth's process, here: . Or, get our free guide explaining...
info_outlineA Donor Advised Fund (DAF) is a giving account established at a public charity that allows donors to make charitable contributions and receive tax deductions. DAFs are popular because of their versatility, which allows donors to give whenever and however much is most favorable to them. In this episode replay, Jim Giese, CPA, JD, and part of the healthcare tax team at Wipfli, shares his knowledge on donor advised funds and why you might want to consider doing this as a part of your financial plan.
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