Wealth Planning for the Modern Physician

13 | Financial Therapy 101 with Orthopaedic Surgeon Greg Gilot and Your Financial Therapist Erika Wasserman


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In this episode, David speaks with Cleveland Clinic Florida orthopaedic surgeon Dr. Gregory Gilot and his collaborator “Your Financial Therapist” Erika Wasserman.

Listen in as Greg outlines his traditional surgical training and career.  Greg then discusses his interest in Financial Therapy and decision to pursue academic training in the field while continuing to practice orthopaedics.  Erika covers her career journey from IBM to branding consultant to Financial Therapist, where she met Greg in the Kansas State Financial Therapy program.

Greg and Erika then explain the basics around Financial Therapy – what it is, how it differs from typical individual or couples therapy, and how physicians could benefit from a short course of Financial Therapy to alleviate many types of stresses that come with the student loans, the practice of medicine, marriage, etc.

Finally, Greg and Erika describe the process they have developed for physicians and each give one key piece of advice regarding finances and happiness.

You can find show notes and more information by visiting www.physicianswealthpodcast.com

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Wealth Planning for the Modern PhysicianBy David B. Mandell, JD, MBA

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