E249 Is Direct Indexing Really All It's Cracked Up To Be?
Anesthesia & Pain Management Success
Release Date: 08/28/2024
E256b Investment Moves To Make In A Stock Market Selloff
Anesthesia & Pain Management Success
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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E256 Using QMEs in California To Accelerate Financial Progress w. Dr. Daniel Orlovic
Anesthesia & Pain Management Success
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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E255 Looking Beyond First Year Salary To Assess Job Fit w. Dr. Melissa Murphy
Anesthesia & Pain Management Success
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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E254 Taking The Pain Out Of The Car Buying Process w. Andrew Guthmiller
Anesthesia & Pain Management Success
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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E253 Helping Aging Parents Get Financially Organized
Anesthesia & Pain Management Success
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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E252 Attack Financial Anxiety Head-On With This Helpful Paradigm For Disaster Prep
Anesthesia & Pain Management Success
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...
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E251 Saving For Kids' Education, Managing Competing Goals For New Attendings, & More!
Anesthesia & Pain Management Success
Today I will be answering some of the most common questions listeners face, such as how to prioritize student loan repayments versus contributing to retirement accounts like Roth IRAs or 401(k)s. You'll learn how to map out a clear repayment plan for your student debt while ensuring you're taking advantage of key retirement benefits that can reduce your tax burden. Learn more: Watch the video: Need help with wealth management? Learn about APM Wealth's process, here: . Or, get our free guide explaining some of our key methods for building wealth with clients: Or...
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E250 How To Protect Your Parents From Financial Fraudsters
Anesthesia & Pain Management Success
In this episode, I’m revisiting the critical topic of financial fraud, which I last discussed back in episode 144. This time, I’m bringing a fresh perspective on how you can protect yourself and your loved ones from increasingly sophisticated scams. Cybercrime losses topped $12.5 billion in 2023 alone, with over $3.4 billion of that lost by people over 60, so the stakes have never been higher. Listen in to learn why it’s so important to stay skeptical, the value of working with a financial advisor, and why reporting any suspicious activity to law enforcement is absolutely critical. Learn...
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E249 Is Direct Indexing Really All It's Cracked Up To Be?
Anesthesia & Pain Management Success
Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s especially valuable for business owners with significant taxable assets. Learn more: Watch the video: Need help with wealth management? Learn about APM Wealth's process, here: ....
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E248 Are Index Funds.... Safe? Depends On Which Index!
Anesthesia & Pain Management Success
In this episode, we are diving into the complexities of using index funds as a "safe" investment option, particularly for short-term financial goals. Drawing from recent client interactions, I explain the misconceptions around the safety of index funds and why they may not be the best choice for investments needed in the short term. Learn more: Watch the video: Need help with wealth management? Learn about APM Wealth's process, here: . Or, get our free guide explaining some of our key methods for building wealth with clients: Or check out our webinar for helping...
info_outlineCurious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s especially valuable for business owners with significant taxable assets.
Learn more: https://apmsuccess.com/249
Watch the video: https://apmsuccess.com/249v
Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom
Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar