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: https://apmsuccess....
May 14, 2025•37 min
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: https://apmsuccess.com/256b Watch the video: https://apmsuccess.com/2 56bv Need help with wealth managemen...
Apr 25, 2025•22 min
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:...
Mar 05, 2025•42 min
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: https://apmsuccess.com/2 55 Watch ...
Feb 05, 2025•43 min
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 ...
Oct 09, 2024•18 min
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/253v Need help with wealth manage...
Oct 02, 2024•15 min•Season 1Ep. 253
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/252v Need help with wealth management? Learn a...
Sep 25, 2024•20 min•Season 1Ep. 252
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 AP...
Sep 11, 2024•24 min•Season 1Ep. 251
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 advis...
Sep 04, 2024•12 min
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://a...
Aug 28, 2024•31 min•Season 1Ep. 249
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:/...
Aug 21, 2024•14 min
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 openin...
Aug 14, 2024•46 min
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/246v Need help with wealth management? Learn about APM Wealth's process, h...
Aug 07, 2024•42 min
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 f...
Jul 31, 2024•18 min•Season 1Ep. 245
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 ...
Jul 22, 2024•20 min•Season 1Ep. 244
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/243v Need help...
Jul 15, 2024•16 min•Season 1Ep. 243
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 bac...
Jul 09, 2024•31 min•Season 1Ep. 242
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/241v Need help with wealth management? ...
Jul 08, 2024•25 min•Season 1Ep. 241
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://...
Jun 24, 2024•16 min•Season 1Ep. 240
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.co...
Jun 10, 2024•52 min•Season 1Ep. 239
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 employer...
May 27, 2024•24 min•Season 1Ep. 238
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/237v Need help with wealth mana...
Apr 15, 2024•17 min
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 conf...
Apr 08, 2024•13 min•Season 1Ep. 236
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...
Apr 01, 2024•22 min
Today we welcome back Zed Williamson, a seasoned entrepreneur and expert in healthcare practice optimization. Zed shares the transformative approach his team employs to address the challenges practices face in capitalizing on increased patient volume. Instead of blaming external factors, Zed advocates for a deeper understanding of human behavior and the dynamics within healthcare settings. Discover why attracting more patients isn't always the solution, and learn how to identify and engage with ...
Mar 18, 2024•38 min•Season 1Ep. 234
What are the financial benefits of homeownership? Is homeownership the best financial move you can make to solidify your long-term wealth goals? Today I’ll answer these questions and more as I continue the homeownership vs. renting theme I began last week. If you’re considering buying a home and want to get insight into the financial benefits you can take advantage of, this episode is for you. Learn more: https://apmsuccess.com/233 Watch the video: https://apmsuccess.com/233v Need help with weal...
Mar 11, 2024•11 min
When is the right time to purchase a home? Today I am explaining some of the crucial factors influencing the decision to buy a house or simply rent. From career transitions to personal circumstances, I share the specifics of when and why purchasing a home might be the right move for you. Learn more: https://apmsuccess.com/232 Watch the video: https://apmsuccess.com/232v Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services . Or, get our free gu...
Mar 04, 2024•14 min•Season 1Ep. 232
You may have heard that I have been co-hosting some of the Money Meets Medicine shows with Dr. Jimmy Turner. This week on APM Success , you’ll get to hear a recent discussion I had with Dr. Turner, where we revisit important themes regarding contracts, salaries, raises, bonuses, and more. Listen in to gain a better understanding of what goes into salary calculation and what path to take when negotiating a fair contract. Learn more: https://apmsuccess.com/231 Watch the video: https://apmsuccess.c...
Feb 26, 2024•33 min
Running operations in the current healthcare landscape is challenging – so how can independent practices run effectively and efficiently amidst all the changes? Jack Dillon, CEO of Anesthesia Practice Consultants in Michigan and the Executive Director of the Association for Independent Medicine, joins the show today to share his thoughts on this and more. Learn more: https://apmsuccess.com/230 Watch the video: https://apmsuccess.com/230v...
Feb 19, 2024•37 min
The 2024 tax season is upon us, and so is the annual episode that will equip you with the knowledge you need to deal with your taxes in simpler and more efficient ways. Today, Evgeni Ivanov joins me to share the important things for you to pay attention to and consider as you work on handling taxes this year. Join us for our rundown of all the tax code adjustments coming, key tax savings to look for, important upcoming dates, and more. Learn more: https://apmsuccess.com/229 Watch the video: http...
Feb 12, 2024•23 min
