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Category: Wealth Management

Halloween Spending, Horror Movies, and Wealth-Building

Halloween Spending, Horror Movies, and Wealth-Building

Happy Halloween! When I was growing up, Halloween was celebrated by kids driven by a single-minded purpose: collect lots and lots of candy.  However, the holiday has evolved into a celebration for adults, too. If […] Read More
How Do Your Clients Finance a Dream?

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
The Goldilocks Test for Retirement Preparedness

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
Let Your Prospects Tell You Who They Are and What’s Important to Them

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

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
You’re Invited to “Medical Marketing School” Beginning February 6th, 2024

You’re Invited to “Medical Marketing School” Beginning February 6th, 2024

Imagine you could go to “medical marketing school” and learn exactly what to say and what to do to attract, engage and serve more doctor clients—all without wasting your time or your efforts or your […] Read More
Barbie, Woman MD’s Money and the patriarchy

Barbie, Woman MD’s Money and the patriarchy

I normally side-step politics and social commentary. However, I can no longer remain silent about a pressing topic.   It’s about Barbie’s Oscar nomination snubs. What do you think about the fact that Ryan Gosling’s […] Read More
Want to Help Your Clients Save More?

Want to Help Your Clients Save More?

Do you have clients who want to accelerate wealth-building, but they tell you they can’t find more dollars to invest?   The solution is simple. Spend less and save more.   The problem is that […] Read More