Justin Harvey
Justin Harvey
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Saving For Kids' Education, Managing Competing Goals For New Attendings, & More!
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.
We'll tackle the big decision of whether to buy a home early in your career or continue renting and why renting isn’t necessarily wasting money. Plus, we’ll cover important financial considerations for those looking to buy into a private practice and how to balance saving for your kids' education with your own retirement goals. Listen in for practical advice on how to set your financial priorities and plan for long-term success!
Need help with wealth management? Learn about APM Wealth's process, here: apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: apm-wealth.com/freedom
Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar
About Me: My wife Sarah and I live in Portland, OR, where she is an attending anesthesiologist, and I am a financial planner for anesthesiologists and pain management physicians. I know firsthand the challenges faced by physicians as they try to build a successful career in a clinically demanding specialty, while simultaneously trying to make good financial and career choices. I’m dedicating my practice to serving individuals and families just like us.
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CONNECT WITH JUSTIN ON SOCIAL MEDIA
CZcams: czcams.com/channels/f-ooT3l5PR6tV5GaQe7NhA.html
LinkedIn: www.linkedin.com/in/justin-harvey-46625516
Podcast: apmsuccess.com
Apple Podcasts: podcasts.apple.com/us/podcast/anesthesia-pain-management-success/id1444486964
Spotify: open.spotify.com/show/1Sw8lbLeCPISsVE3LD6VvN?si=73-V2pLaRo2juQO3InBt3g&nd=1
Stitcher: www.stitcher.com/show/anesthesia-success
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zhlédnutí: 0

Video

How To Protect Your Parents From Financial Fraudsters
zhlédnutí 17Před 16 hodinami
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. ...
Is Direct Indexing Really All It's Cracked Up To Be?
zhlédnutí 33Před 14 dny
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. Is direct indexing a trend worth your attention, or is it a game...
Are Index Funds.... Safe? Depends On Which Index!
zhlédnutí 69Před 21 dnem
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. Listen in as I provide a comprehensive overview of what index ...
How Private Equity Can Enhance Your Practice (Or Not)
zhlédnutí 103Před 28 dny
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 cha...
Asking The Right Questions When You Sell Your Practice w. Michael White
zhlédnutí 31Před měsícem
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. Whether you’re in search of an investment partner ...
Three Ways Practice Owners Can Build Up Their Balance Sheet
zhlédnutí 28Před měsícem
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 ...
Building A Personal Brand Using Industry And Research Relationships w. Dr. Patrick Buchanan
zhlédnutí 27Před měsícem
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. Dr. Buchanan discusses the delicate balanc...
Move Cash Out Of Your Medical Practice To Create Options Down The Road
zhlédnutí 19Před měsícem
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 ...
ASPN Kickoff, Buying Into Private Practice, & Other Pearls w. Dr. Krishnan Chakravarthy
zhlédnutí 142Před 2 měsíci
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, ef...
Estimated Tax Payments For Self Employment Income w. Evgeni Ivanov
zhlédnutí 36Před 2 měsíci
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. Listen in as we...
Escalation Clauses, Costco Appliances, And Five Other Things I Learned From Buying A House
zhlédnutí 38Před 2 měsíci
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. Listen in to learn about the benefits of a physician mortgage, ...
Launching A Pain Practice Straight Out Of Fellowship w. Dr. Shachi Patel
zhlédnutí 158Před 3 měsíci
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 importa...
FTC Pushes To Make Noncompetes Illegal - Here's What It Could Mean w. Scott Weavil
zhlédnutí 91Před 3 měsíci
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 e...
Four Quick Tax Items To Check On Your 1040 w. Evgeni Ivanov
zhlédnutí 31Před 4 měsíci
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. Listen ...
Six Easy Wins For Transitioning To Attendinghood
zhlédnutí 77Před 5 měsíci
Six Easy Wins For Transitioning To Attendinghood
Sophisticated Giving Strategies With Donor Advised Funds w. Jim Giese
zhlédnutí 46Před 5 měsíci
Sophisticated Giving Strategies With Donor Advised Funds w. Jim Giese
Understanding Patient Decision Psychology To Increase Practice Profit w. Zed Williamson
zhlédnutí 109Před 5 měsíci
Understanding Patient Decision Psychology To Increase Practice Profit w. Zed Williamson
Financial Benefits of Homeownership
zhlédnutí 82Před 6 měsíci
Financial Benefits of Homeownership
Is Renting A House Really Throwing Away Money?
zhlédnutí 97Před 6 měsíci
Is Renting A House Really Throwing Away Money?
Tales From The Contract Review Trenches w. Dr. Jimmy Turner of Money Meets Medicine
zhlédnutí 87Před 6 měsíci
Tales From The Contract Review Trenches w. Dr. Jimmy Turner of Money Meets Medicine
Indy Practice CEO Thoughts On How An Anesthesia Org Can Thrive w. Jack Dillon
zhlédnutí 148Před 6 měsíci
Indy Practice CEO Thoughts On How An Anesthesia Org Can Thrive w. Jack Dillon
Tax Considerations For 2024 w. Evgeni Ivanov
zhlédnutí 67Před 6 měsíci
Tax Considerations For 2024 w. Evgeni Ivanov
Defining Practice Values To Build A Thriving Staff Culture w. Zed Williamson
zhlédnutí 42Před 7 měsíci
Defining Practice Values To Build A Thriving Staff Culture w. Zed Williamson
Evaluating Healthcare Trends Shaping Anesthesiology In 2024 w. Dr. Brian Schmutzler
zhlédnutí 284Před 7 měsíci
Evaluating Healthcare Trends Shaping Anesthesiology In 2024 w. Dr. Brian Schmutzler
Evaluating Training Pathways For Anesthesia Providers (MD, CRNA, AA) w. Dr. Brian Schmutzler
zhlédnutí 268Před 7 měsíci
Evaluating Training Pathways For Anesthesia Providers (MD, CRNA, AA) w. Dr. Brian Schmutzler
Anesthesia Job Market Update For 2024 w. Dr. Josh Lumbley
zhlédnutí 330Před 7 měsíci
Anesthesia Job Market Update For 2024 w. Dr. Josh Lumbley
New Year's Updates
zhlédnutí 30Před 8 měsíci
New Year's Updates
Dodging Dunning Kruger To Make Many Millions
zhlédnutí 69Před 9 měsíci
Dodging Dunning Kruger To Make Many Millions
Choose Your Battles Wisely To Focus On What Really Matters
zhlédnutí 56Před 9 měsíci
Choose Your Battles Wisely To Focus On What Really Matters

Komentáře

  • @XTeCnOX
    @XTeCnOX Před 2 lety

    Awesome! So important!