Conversations about Taxes
I have been listening to local election-related conversations about taxes. In 2021, the Washington State Legislature passed a law creating a tax on the sale or exchange of certain long-term capital assets. The Washington State […] Read More
Cracking the Physician Code Master Class
For the past 15 years, I’ve helped financial advisors accelerate their growth by attracting, engaging and serving more doctor clients. From my perspective, there has never been a better time to build business relationships with […] Read More
Medscape Retirement Survey
Today about half of practicing physicians are age 55 or older. In the aftermath of COVID, many are asking, “When will I retire?” Here are some key findings from the most recent Medscape Retirement Survey. You […] Read More
How Do Your Clients Finance a Dream?
In this past year I’ve seen an explosion of doctors interested in some sort of entrepreneurship. For some this means treating their practice as a business, becoming more profitable, adding cash services, selling products and/or hiring PA’s, nurse […] Read More
Fun Financial Facts to Know and Tell
My son and I were visiting a farm we’ve frequented since he was a baby. The huge pig was cooling off in the barn. Some fun facts on the barn wall caught my attention. Uncle […] Read More
The Goldilocks Test for Retirement Preparedness
I split my time between two homes. I own a house in Minnesota that’s now rented out as an Airbnb most of the year. Carting my belongings into the basement for storage, I was struck […] Read More
Webinar Replay: Trends Impacting Physician Compensation
Here is a webinar replay in which I address the trends that impact physician compensation. You will take away: A historic perspective about the medical, political and financial forces that shaped the American healthcare delivery […] Read More
Let Your Prospects Tell You Who They Are and What’s Important to Them
This week I made an appointment to see a dermatologist online for a specific concern. As this new physician took my history, she saw I was an MD and asked what I do. I told […] Read More
When Leaders Get Shot and the Physicians Who Treat Them
I normally avoid politics. However, this past week’s news of both the assignation attempt on Former President Trump and the withdrawal of President Biden from the presidential race triggered many thoughts. I thought about what […] Read More
