🎯 Confused about how to grow your money, avoid costly mistakes, and keep more of what you earn? If you’re overwhelmed by wealth management, tax strategies, and financial planning—this episode is for you.

📌 In this episode of All Things LOCS, Dr. Dan Neissany, DPT, and Antonio Garcia sit down with Gerard Magee, wealth manager and tax strategist, to explore how healthcare leaders and business owners can create financial clarity. Gerard breaks down the myths around money, shares strategies for building long-term wealth, and explains how to protect your assets while growing your practice—without relying on more patients or insurance reimbursements.

🎯 Confused about how to grow your money, avoid costly mistakes, and keep more of what you earn? If you’re overwhelmed by wealth management, tax strategies, and financial planning—this episode is for you.📌 In this episode of All Things LOCS, Dr. Dan Neissany, DPT, and Antonio Garcia sit down with Gerard Magee, wealth manager and tax strategist, to explore how healthcare leaders and business owners can create financial clarity. Gerard breaks down the myths around money, shares strategies for building long-term wealth, and explains how to protect your assets while growing your practice without relying on more patients or insurance reimbursements.

Beyond his financial expertise, Gerard opens up about his 22-year career in the U.S. Air Force, where discipline, mission clarity, and accountability shaped his leadership style. He shares experiences of overcoming major personal and health challenges during his service, and the lessons in resilience that continue to guide him today.

Whether you’re an entrepreneur, a professional, or someone seeking to build long-term wealth, this conversation blends practical money advice with a moving story of perseverance.

✅ Key Takeaways

🔹 How to start building wealth no matter your income level

🔹 Why common money myths and financial misconceptions hold healthcare leaders back

🔹 Actionable steps for balancing risk tolerance with growth in your personal and business finances

🔹 Dan and Antonio's take on financial literacy as a leadership skill

🔹 How to use wealth management and tax strategy to create sustainable growth

Want help implementing these strategies in your clinic?

💬 Book a free strategy session: https://calendly.com/dan-dpt/strategy-callVisit https://tbpstrategies.com for free resources and training.

🔗 Connect with Gerard Magee at Imagine Advisors: https://www.imagineadvisors.com/

⏱️ Timestamps

00:00 – Intro to Gerard Magee

01:16 – Misconceptions about money and starting to invest

05:23 – The mindset that “money is evil” and cultural views on wealth

12:31 – Tax strategists, preparers, and wealth managers explained

22:00 – Lessons from the military: mission clarity and accountability

28:00 – Transition challenges when leaving military service

32:00 – Discovering purpose, plans, and long-term vision

48:00 – Coping with stress, locus of control, and resilience

53:00 – Financial planning: breaking down big problems into manageable parts

#AllThingsLocs #InvestingTips #TaxStrategies #MilitaryLife #EntrepreneurMindset #PersonalGrowth

🎯 Confused about your numbers? If you’re running your private practice or healthcare clinic by gut feeling instead of hard data, this episode is for you.

📌 In this episode of All Things LOCS, Dr. Dan Neissany, DPT, and Antonio Garcia tackle one of the biggest challenges in healthcare leadership: running a clinic without understanding your numbers. They explore how a lack of clarity on cash flow, KPIs, and goals impacts clinic growth strategies, operational efficiency, and team morale. You’ll hear exactly how to build structure, create better forecasting, and grow your clinic with confidence—without relying on more patients or insurance reimbursements.

✅ Key Takeaways

🔹 How to grow a private practice using data-driven decisions instead of guesswork

🔹 Why ignoring financial metrics limits private practice growth and leads to burnout

🔹 Actionable steps for building clarity around cash flow, KPIs, and forecasting

🔹 How ego and poor planning harm leadership, culture, and team retention

🔹 Dan and Antonio’s take on building a high-performing clinic team and aligning goals with strategy

📞 Want help implementing these strategies in your clinic?

💬 Connect with us for free resources and training:
Strategy Call: calendly.com/dan-dpt/strategy-call
Website: tbpstrategies.com

⏱️ Timestamps

00:00 – Why most clinic owners run their business without knowing their numbers

04:00 – Ignoring math, ego, and the cost of poor financial clarity

08:30 – Vulnerability, ego, and how owners can change their mindset

13:00 – Setting meaningful goals vs vague aspirations

18:00 – Spending habits, forecasting, and the difference between needs and wants

23:00 – Profit-first thinking and how to pay yourself as an owner

27:00 – KPIs, objectives, and simplifying what to track

33:00 – Leadership, team communication, and balancing long-term vision with short-term action

#HealthcareLeadership #ClinicOperations #PrivatePracticeGrowth #AllThingsLOCS #HealthcareBusinessStrategy #PatientRetention #OperationalExcellence

🎯 Burnout. Chaos. Feeling like your past is holding you back?

If you’ve ever struggled to lead with confidence and build a future beyond your circumstances, this episode is for you.

📌 In this episode of All Things LOCS, Dr. Dan Neissany, DPT, and Antonio Garcia sit down with motivational speaker, author, and entrepreneur Tiki Davis. From a childhood shaped by crime and hardship to creating a multi-million-dollar career, Tiki reveals how his “Tiki Factor” approach builds unstoppable resilience and leadership. You’ll hear actionable strategies for healthcare leadership, personal growth, and private practice growth that focus on reducing chaos, building high-performing teams, and creating sustainable success—without relying on more patients or insurance reimbursements.

✅ Key Takeaways

🔹 How to turn extreme adversity into fuel for success in life, business, and healthcare operations

🔹 Why total commitment and consistency are critical to practice management and leadership growth

🔹 Actionable steps for building a high-performing clinic team and retaining top talent

🔹 Dan and Antonio’s take on Tiki’s mindset of resilience and operational efficiency

🔹 How the “Tiki Factor” (Total commitment, Imagination, Kindred spirits, and Investing in yourself) creates sustainable growth for healthcare clinics

Want help implementing these strategies in your clinic?

💬 Book a free strategy session at calendly.com/dan-dpt/strategy-call

Visit tbpstrategies.com for free resources and training.

🔗 Connect with Tiki Davis: https://tikidavis.com/

https://www.instagram.com/tikifactor/?hl=en

#HealthcareLeadership #ClinicOperations #PrivatePracticeGrowth #AllThingsLOCS #TikiDavis #LeadershipDevelopment #OvercomingAdversity #PracticeManagement #SustainableGrowth