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Money Rx - Best Practices For Physicians

Money Rx - Best Practices For Physicians

By: Journey Wealth
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About this listen

The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms.




Investment advisory services offered through Signal Advisors Wealth, LLC (“Signal Wealth”), an SEC Registered Investment Adviser.

Investing in securities involves risk, including possible loss of principal. The content presented herein is not intended to provide specific tax, legal or investment recommendations. Any information contained herein is general in nature and should not be construed as a solicitation of securities transactions on the part of Signal Wealth.Individuals should consult their financial advisor for financial advice pertaining to their unique investment objectives.Insurance products offered by Journey Wealth Strategies.

mSignal Wealth does not offer or sell insurance products.

© 2025 Money Rx - Best Practices For Physicians
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Episodes
  • Money Rx - Real Estate Investing For Physicians with Dr. Craig Moffett
    Oct 16 2025

    In this episode of MoneyRx, host Josh Taffer and Dr. Craig Moffett discuss the potential of real estate investing for physicians. They explore Dr. Moffett's journey into real estate, practical advice for first-time investors, the importance of understanding physician loans, and tax strategies that can benefit high-income earners. The conversation also addresses common misconceptions about real estate investing, emphasizing that it can be a manageable and rewarding venture for busy professionals.

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    30 mins
  • Money Rx - The Psychology of Investing With David Wagner
    Sep 9 2025

    In this episode of MoneyRx, host Dave Jesiolowski and David Wagner, CFA, delve into the often-overlooked psychological aspects of investing. They discuss the behavioral traps that investors fall into, such as fear of missing out (FOMO) and the dangers of market timing. Wagner emphasizes the importance of maintaining a long-term perspective and having a structured investment strategy to navigate market volatility. The conversation also touches on the balance between active and passive investing, the significance of effective communication in financial advising, and the need for investors to focus on what they can control to achieve better outcomes.

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    34 mins
  • Money Rx - The Evolution of Investing Strategies with David Wagner
    Aug 14 2025

    In this episode, Dave Jesiolowski and David Wagner discuss the evolution of investing strategies, emphasizing the need for a new playbook in today's market. They critique the outdated 60-40 portfolio model, explore the role of volatility as an opportunity, and delve into the use of options and tactical overlays for risk management. The conversation highlights the importance of diversification and return stacking, while also identifying red flags in investment strategies that could hinder long-term success.

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    34 mins
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