Wealth Planning for the Modern Physician

4 | Moving From an Employed Position to Buying a Private Practice and Beyond with Plastic Surgeon Dr. Jonathan Kaplan


Listen Later

A second-generation physician, Jonathan explains why he became a plastic surgeon, his background in getting a master’s degree in public health, and his choice to become an employed physician out of fellowship. He and David discuss Jonathan’s decision to buy a private practice in San Francisco and everything that was involved in that transaction, including his use of an SBA loan and creation of a business plan. Jonathan then discusses the areas of wealth planning he handles himself, as well as the areas he delegates. Finally, Jonathan and David chat about why he created BuildMyBod, a tool that strives to create price transparency in health care. Jonathan covers what this new venture offers physicians and valuable lessons he has learned from this business.

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

...more
View all episodesView all episodes
Download on the App Store

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

  • 5
  • 5
  • 5
  • 5
  • 5

5

42 ratings


More shows like Wealth Planning for the Modern Physician

View all
WSJ What’s News by The Wall Street Journal

WSJ What’s News

4,332 Listeners

Investing Insights by Morningstar

Investing Insights

495 Listeners

Motley Fool Money by The Motley Fool

Motley Fool Money

3,179 Listeners

Afford Anything by Paula Pant | Cumulus Podcast Network

Afford Anything

3,537 Listeners

ChooseFI by ChooseFI

ChooseFI

5,110 Listeners

White Coat Investor Podcast by Dr. Jim Dahle of the White Coat Investor

White Coat Investor Podcast

2,423 Listeners

BiggerPockets Money Podcast by BiggerPockets

BiggerPockets Money Podcast

3,059 Listeners

The WealthAbility Show with Tom Wheelwright, CPA by The Rich Dad Media Network

The WealthAbility Show with Tom Wheelwright, CPA

515 Listeners

Bogleheads On Investing Podcast by bogleheads

Bogleheads On Investing Podcast

585 Listeners

Money Meets Medicine by Doctor Podcast Network, Jimmy Turner MD

Money Meets Medicine

218 Listeners

The Passive Income MD Podcast by Peter Kim, MD

The Passive Income MD Podcast

278 Listeners

Real Estate Rookie by BiggerPockets

Real Estate Rookie

1,840 Listeners

Barron's Streetwise by Barron's

Barron's Streetwise

1,542 Listeners

The Rob Berger Show by Rob Berger

The Rob Berger Show

172 Listeners

The Personal Finance Podcast by Andrew Giancola

The Personal Finance Podcast

1,376 Listeners