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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: https://apmsuccess.com/254
Watch the video: https://apmsuccess.com/254vNeed 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
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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: https://apmsuccess.com/253
Watch the video: https://apmsuccess.com/253vNeed 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
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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: https://apmsuccess.com/252
Watch the video: https://apmsuccess.com/252vNeed 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
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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: https://apmsuccess.com/251
Watch the video: https://apmsuccess.com/251v
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/freedomOr check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
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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 more: https://apmsuccess.com/250
Watch the video: https://apmsuccess.com/250v
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/freedomOr check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
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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: 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/freedomOr check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
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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: https://apmsuccess.com/248
Watch the video: https://apmsuccess.com/248v
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
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In this episode, we dive deep into the world of medical business leadership and practice management with Dr. Yash Navalgund, Chief Medical Officer at National Spine and Pain Centers. Dr. Navalgund shares his extensive experience in growing and scaling pain management practices, including his journey from a single practice owner to overseeing over 100 centers across 12 states. We explore the challenges and successes in building a strong culture within a medical practice, the intricacies of opening multiple sites, and the importance of branding and reputation in the healthcare industry.
Learn more: https://apmsuccess.com/247
Watch the video: https://apmsuccess.com/247v
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/freedomOr check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
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Managing director at Founders Advisors, Michael White, joins me on the show today to help explain the role of a business liquidity event within the financial journey of a physician. We align in how we help physicians understand their businesses and, in this episode, he will dive into what you need to do to help make your practice more saleable.
Learn more: https://apmsuccess.com/246
Watch the video: https://apmsuccess.com/246vNeed 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
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Are you a practice owner looking to extract maximum value from your clinical practice? In this episode, we'll discuss the crucial steps to ensuring your business assets translate into personal wealth. Building on our previous episode about understanding your balance sheet, I’ll explain the risks of having your net worth tied up in your practice. You'll learn strategies to shift value from your business to your personal finances, reducing dependency on a single asset and securing your financial future.
Learn more: https://apmsuccess.com/245
Watch the video: https://apmsuccess.com/245vNeed 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
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What does it take to build a personal brand in the medical field? In this episode, Dr. Patrick Buchanan, Interventional Pain Management Physician and Co-Host of the Pain Unfiltered Podcast, shares his insights with us live from the ASPN conference. Dr. Buchanan will explain the importance of personal branding and how it has shaped his career decisions.
Learn more: https://apmsuccess.com/244
Watch the video: https://apmsuccess.com/244v
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
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I've been discussing balance sheet liquidity with several people and have noticed that many seem to have relatively thin liquidity. In this episode, you’ll learn all about liquidity and how to guard against adverse financial events by ensuring you’re at a healthy level of liquidity. I’ll specifically discuss your practice and how it comes into play when creating more liquidity in your life and finances.
Learn more: https://apmsuccess.com/243
Watch the video: https://apmsuccess.com/243vNeed 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
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What are the biggest challenges facing pain specialists today? In this episode, Dr. Krishnan Chakravarthy, Physician Scientist, Engineer, and President and Co-Founder of Solaris Research Institute, joins us to discuss the pressing issues that have captured the attention of the American Society of Pain and Neuroscience (ASPN). Dr. Chakravarthy explores the future of pain specialist education, effective training methods for clinicians, and the importance of adopting specific therapy guidelines backed by robust evidence.
Learn more: https://apmsuccess.com/242
Watch the video: https://apmsuccess.com/242vNeed 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
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Today we're diving into estimated payments with tax expert Evgeni Ivanov. Taxes can be daunting, especially for those new to navigating estimated payments outside of W2 employment. This episode serves as a practical guide to understanding who needs to make estimated payments, the quarterly schedule, and implications for various income types like locum work and investment income.
Learn more: https://apmsuccess.com/241
Watch the video: https://apmsuccess.com/241vNeed 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
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Are you navigating the complexities of buying a house? In this episode, we'll dive into the valuable lessons learned from my recent experience purchasing a home after a decade. From revisiting old insights to discovering new strategies, I'll share key takeaways that will help you make informed decisions in your home-buying journey.
Learn more: https://apmsuccess.com/240
Watch the video: https://apmsuccess.com/240v
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/freedomOr check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
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Are you curious about the journey of owning a pain practice? In this first episode of our two-part series about pain practice ownership, we're revisiting my conversation with Dr. Shachi Patel, founder of Delmarva Pain and Spine Center. Dr. Patel shares her experiences as a solo practice owner, as well as how she started her practice from scratch right out of fellowship, highlighting the importance of having a strong team and the value of a healthcare consultant.
Learn more: https://apmsuccess.com/239
Watch the video: https://apmsuccess.com/239vNeed 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
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How will the FTC's ban on noncompete agreements impact the U.S. workforce and—specifically—physicians? In this episode, Scott Weavil, founder and Principal Attorney of Weavil Law PC, joins us to discuss the recent FTC ruling that bans most noncompete agreements and its significant implications. He addresses the history of noncompete agreements and the timeline for when this new rule will take effect. Listen in to hear who this rule will impact, as well as what it means for employees and employers alike.
Learn more: https://apmsuccess.com/238
Watch the video: https://apmsuccess.com/238vNeed 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
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In this special tax season episode, we welcome back Evgeni Ivanov, a friend of the show and our resident tax expert, to discuss essential tax considerations for anesthesiologists and pain management physicians. As we dive into the complexities of Form 1040 and its schedules, Evgeni provides invaluable insights into optimizing your tax returns, ensuring you don’t pay more than necessary.
Learn more: https://apmsuccess.com/237
Watch the video: https://apmsuccess.com/237vNeed 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
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Transitioning from training to attendinghood can be both exciting and daunting, especially as you approach the culmination of your residency or fellowship. In this episode, we'll uncover six actionable strategies to ease this transition and set yourself up for success in your new role. From negotiating a signing bonus to understanding the nuances of your employment contract, each tip aims to equip you with the knowledge needed to navigate the complexities of entering the attending workforce confidently.
Learn more: https://apmsuccess.com/236
Watch the video: https://apmsuccess.com/236v
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/freedomOr check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
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A 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.
Learn more: https://apmsuccess.com/235
Watch the video: https://apmsuccess.com/235vNeed 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
- Visa fler
