Money Rx - Best Practices For Physicians
Journey WealthThe 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... more
| Publishes | Monthly | Episodes | 12 | Founded | a year ago |
|---|---|---|---|---|---|
| Number of Listeners | Category | Arts | |||
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Latest Episodes
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 unders... more
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 danger... more
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 They critique the outdated 60-40 portfolio model, explore the role of volatility as an opport... more
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 building a reliable... more
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 effective ... more
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 make, an... more
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. Emphasizin... more
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 account... more
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Money Rx launched a year ago and published 12 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.
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