Join host David Mandell as he revisits and highlights 7 episodes from Seasons 1 and 2 of The Wealth Planning for the Modern Physician podcast. “I think that all of the episodes are great and provide value for our listeners,” says David, “but I selected a few that offer intriguing ideas and a unique perspective for physicians in 2023.” 

Expert Insights on Asset Protection with Bo Loeffler, Esq.

Originally released September 30, 2021

For the fourth installment of the 2023 Summer Rewind Series, David revisits Season 2, Episode 5, where he chats with Bo Loeffler, an author and nationally recognized asset protection attorney.

Like David, Bo comes from a family of physicians, but gravitated to a career in the law, where he has specialized in asset protection for lottery winners, business owners and physicians. Bo and David discuss tools often used in asset protection planning, including insurance, exempt assets, LLCs and trusts, and outline key success factors for each and pitfalls to avoid.

David highlights this episode because asset protection is often a hot topic for doctors, largely due to recent high-profile cases that have resulted in significant verdicts against physicians and medical practices. If protecting assets for yourself, your family and your practice is of interest to you, you’ll gain valuable insights from David’s conversation with Bo Loeffler.

Learn more and listent to this and past episodes by visiting www.physicianswealthpodcast.com.