Money Rx - Best Practices For Physicians Fri, 27 Mar 2026 00:05:11 -0400 https://www.buzzsprout.com/2437355 en-us © 2026 Money Rx - Best Practices For Physicians yes 128fdf3f-ed11-57c7-b978-15148c19335a Journey Wealth episodic false 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.

]]> Buzzsprout (https://www.buzzsprout.com) Journey Wealth https://storage.buzzsprout.com/k434oootkxck79a5w8bf76aw4tw3?.jpg Money Rx - Best Practices For Physicians Money Rx - With Family Law Expert Craig Robertson Money Rx - With Family Law Expert Craig Robertson In this episode of Money Rx, host Dave Jesiolowski discusses the complexities of divorce, particularly for physicians, with family law expert Craig Robertson. They explore the unique challenges physicians face during divorce, the importance of having support, proactive steps like prenuptial agreements, common mistakes made during the process, and the specific divorce laws in Mississippi. The conversation emphasizes the emotional and financial implications of divorce and offers insights into restructuring life and finances post-divorce.


]]> In this episode of Money Rx, host Dave Jesiolowski discusses the complexities of divorce, particularly for physicians, with family law expert Craig Robertson. They explore the unique challenges physicians face during divorce, the importance of having support, proactive steps like prenuptial agreements, common mistakes made during the process, and the specific divorce laws in Mississippi. The conversation emphasizes the emotional and financial implications of divorce and offers insights into restructuring life and finances post-divorce.


]]> Journey Wealth Buzzsprout-18915929 Fri, 27 Mar 2026 00:00:00 -0400 1910 full false Money Rx - Funding That Million Dollar Education Money Rx - Funding That Million Dollar Education In this episode of MoneyRx, Josh Taffer discusses the financial strategies necessary to fund a million-dollar education for children, particularly for those aiming for elite schools. He outlines a three-bucket strategy involving 529 plans, Trump accounts, and taxable brokerage accounts to effectively save and invest for educational expenses. The conversation also covers the implications of loans and financial aid, emphasizing the importance of consulting with financial professionals to navigate these complex financial landscapes.


]]> In this episode of MoneyRx, Josh Taffer discusses the financial strategies necessary to fund a million-dollar education for children, particularly for those aiming for elite schools. He outlines a three-bucket strategy involving 529 plans, Trump accounts, and taxable brokerage accounts to effectively save and invest for educational expenses. The conversation also covers the implications of loans and financial aid, emphasizing the importance of consulting with financial professionals to navigate these complex financial landscapes.


]]> Journey Wealth Buzzsprout-18868236 Thu, 19 Mar 2026 00:00:00 -0400 545 full false Money Rx - Importance Of Business Ownership w/Dr. Craig Moffett Money Rx - Importance Of Business Ownership w/Dr. Craig Moffett In this episode, Josh Taffer speaks with Dr. Craig Moffett about the importance of business ownership for physicians. They discuss Dr. Moffett's entrepreneurial journey, the creation of his assisted living facilities, and the tax benefits associated with owning a business. The conversation emphasizes the need for physicians to take ownership of their financial futures and the importance of assembling a supportive team to navigate the complexities of business ownership.

]]> In this episode, Josh Taffer speaks with Dr. Craig Moffett about the importance of business ownership for physicians. They discuss Dr. Moffett's entrepreneurial journey, the creation of his assisted living facilities, and the tax benefits associated with owning a business. The conversation emphasizes the need for physicians to take ownership of their financial futures and the importance of assembling a supportive team to navigate the complexities of business ownership.

]]> Journey Wealth Buzzsprout-18406223 Tue, 23 Dec 2025 10:00:00 -0500 1636 full false Money Rx - Real Estate Investing For Physicians with Dr. Craig Moffett Money Rx - Real Estate Investing For Physicians with Dr. Craig Moffett 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.

]]> 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.

]]> Journey Wealth Buzzsprout-17985806 Thu, 16 Oct 2025 00:00:00 -0400 1792 full false Money Rx - The Psychology of Investing With David Wagner Money Rx - The Psychology of Investing With David Wagner 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.

]]> 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.

]]> Journey Wealth Buzzsprout-17815206 Tue, 09 Sep 2025 09:00:00 -0400 2007 full false Money Rx - The Evolution of Investing Strategies with David Wagner Money Rx - The Evolution of Investing Strategies with David Wagner 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. 

]]> 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. 

]]> Journey Wealth Buzzsprout-17673033 Thu, 14 Aug 2025 17:00:00 -0400 2058 full false Money Rx - How Much Do I Need To Retire Money Rx - How Much Do I Need To Retire  In this episode of MoneyRx, host Josh Taffer discusses the common question among physicians regarding how much money is needed to retire. He emphasizes that the focus should not be on a specific number but rather on the process of building a reliable financial system. Taffer introduces the endowment model, which is used by institutions to ensure long-term financial stability, and explains how this model can be adapted for personal retirement planning. He outlines a three-pool strategy for managing retirement funds, including a liquidity pool, a diversification and income pool, and a growth engine. 

]]>  In this episode of MoneyRx, host Josh Taffer discusses the common question among physicians regarding how much money is needed to retire. He emphasizes that the focus should not be on a specific number but rather on the process of building a reliable financial system. Taffer introduces the endowment model, which is used by institutions to ensure long-term financial stability, and explains how this model can be adapted for personal retirement planning. He outlines a three-pool strategy for managing retirement funds, including a liquidity pool, a diversification and income pool, and a growth engine. 

]]> Journey Wealth Buzzsprout-17406139 Thu, 26 Jun 2025 17:00:00 -0400 877 full false Money Rx - Leadership, Vision & Burnout w/ Dr. Brunson Money Rx - Leadership, Vision & Burnout w/ Dr. Brunson In this episode of MoneyRx, host Dave Jesiolowski  speaks with Dr. Claude Brunson about the critical aspects of leadership in the medical field, emphasizing the importance of self-care, mentorship, and the internal conversations that shape effective leadership. They discuss the challenges of burnout among physicians, the necessity of setting boundaries, and the significance of finding one's passion in their professional journey. Dr. Brunson shares personal insights and experiences that highlight the need for physicians to prioritize their well-being to lead effectively and support their teams.


]]> In this episode of MoneyRx, host Dave Jesiolowski  speaks with Dr. Claude Brunson about the critical aspects of leadership in the medical field, emphasizing the importance of self-care, mentorship, and the internal conversations that shape effective leadership. They discuss the challenges of burnout among physicians, the necessity of setting boundaries, and the significance of finding one's passion in their professional journey. Dr. Brunson shares personal insights and experiences that highlight the need for physicians to prioritize their well-being to lead effectively and support their teams.


]]> Journey Wealth Buzzsprout-17168349 Tue, 03 Jun 2025 13:00:00 -0400 1806 full false Money Rx - The Costly Money Mistakes Doctors Make — with Dr. Brunson Money Rx - The Costly Money Mistakes Doctors Make — with Dr. Brunson In this episode of The Physician’s Financial Journey, Dr. Brunson explores the path from residency to retirement through the lens of real physician experiences. We unpack powerful stories, spotlight the most common financial mistakes doctors make, and reveal the strategies that lead to long-term financial success. Whether you’re early in your career or preparing your exit strategy, this episode offers actionable advice to help you build wealth, avoid costly errors, and reach financial freedom—on your own terms.

]]> In this episode of The Physician’s Financial Journey, Dr. Brunson explores the path from residency to retirement through the lens of real physician experiences. We unpack powerful stories, spotlight the most common financial mistakes doctors make, and reveal the strategies that lead to long-term financial success. Whether you’re early in your career or preparing your exit strategy, this episode offers actionable advice to help you build wealth, avoid costly errors, and reach financial freedom—on your own terms.

]]> Journey Wealth Buzzsprout-17038808 Thu, 08 May 2025 00:00:00 -0400 1710 full false Money Rx - 5 Stages of Business & The 4 C's Money Rx - 5 Stages of Business & The 4 C's In this episode, Josh Taffer, CEPA® (Certified Exit Planning Advisor), discusses the importance of exit planning for private practice physicians. He outlines the five stages of exit planning: identify, protect, build, harvest, and manage.  Emphasizing the need to maximize the value of a physician's practice. Taffer also introduces the four Cs—human, structural, customer, and social capital—that contribute to business value. The conversation highlights the significance of understanding business valuation, protecting assets, and making informed decisions for a successful exit strategy. 

]]> In this episode, Josh Taffer, CEPA® (Certified Exit Planning Advisor), discusses the importance of exit planning for private practice physicians. He outlines the five stages of exit planning: identify, protect, build, harvest, and manage.  Emphasizing the need to maximize the value of a physician's practice. Taffer also introduces the four Cs—human, structural, customer, and social capital—that contribute to business value. The conversation highlights the significance of understanding business valuation, protecting assets, and making informed decisions for a successful exit strategy. 

]]> Journey Wealth Buzzsprout-16926000 Thu, 24 Apr 2025 15:00:00 -0400 1094 full false Money Rx - Taxes & Your Retirement Money Rx - Taxes & Your Retirement In this episode, Josh Taffer and Dave Jesiolowski discuss the various types of accounts physicians typically have, including traditional retirement accounts, taxable accounts, and Roth accounts. They explore the implications of taxes on these accounts, the benefits of tax-free growth in Roth accounts, and strategies for utilizing health savings accounts. The conversation emphasizes the importance of flexibility and control in financial planning, especially for high-income earners like physicians.

]]> In this episode, Josh Taffer and Dave Jesiolowski discuss the various types of accounts physicians typically have, including traditional retirement accounts, taxable accounts, and Roth accounts. They explore the implications of taxes on these accounts, the benefits of tax-free growth in Roth accounts, and strategies for utilizing health savings accounts. The conversation emphasizes the importance of flexibility and control in financial planning, especially for high-income earners like physicians.

]]> Journey Wealth Buzzsprout-16898197 Tue, 01 Apr 2025 14:00:00 -0400 1197 full false Money Rx - Protect Your Assets, Income & Lifestyle Money Rx - Protect Your Assets, Income & Lifestyle In this episode of MoneyRx, hosts Dave and Josh discuss the critical importance of protecting assets, income, and lifestyle for physicians. They delve into personal and professional risks, emphasizing the need for income protection through disability insurance. The conversation covers various types of insurance, including business overhead insurance and life insurance, while providing insights on how to choose the right policies and keep costs low. The episode concludes with a reminder of the significance of financial health in conjunction with physical health.

]]> In this episode of MoneyRx, hosts Dave and Josh discuss the critical importance of protecting assets, income, and lifestyle for physicians. They delve into personal and professional risks, emphasizing the need for income protection through disability insurance. The conversation covers various types of insurance, including business overhead insurance and life insurance, while providing insights on how to choose the right policies and keep costs low. The episode concludes with a reminder of the significance of financial health in conjunction with physical health.

]]> Journey Wealth Buzzsprout-16698125 Thu, 27 Feb 2025 00:00:00 -0500 1274 full false Money Rx - How to Choose Your Financial Advisor & Financial Firm Money Rx - How to Choose Your Financial Advisor & Financial Firm In this episode of MoneyRx, hosts Dave and Josh discuss the critical aspects of selecting a financial advisor. They emphasize the importance of choosing the right people to influence financial decisions, the fiduciary responsibility of advisors, and the need for trust and connection. The conversation covers the role of financial advisors in a broader financial team, key questions to ask potential advisors, and the essential qualities to look for in a financial partner. The episode concludes with a commitment to helping listeners achieve their financial goals and live life on their terms.

]]> In this episode of MoneyRx, hosts Dave and Josh discuss the critical aspects of selecting a financial advisor. They emphasize the importance of choosing the right people to influence financial decisions, the fiduciary responsibility of advisors, and the need for trust and connection. The conversation covers the role of financial advisors in a broader financial team, key questions to ask potential advisors, and the essential qualities to look for in a financial partner. The episode concludes with a commitment to helping listeners achieve their financial goals and live life on their terms.

]]> Journey Wealth Buzzsprout-16477117 Thu, 13 Feb 2025 00:00:00 -0500 1452 1 3 full false Money Rx - Stop Trading your Time For Dollars Money Rx - Stop Trading your Time For Dollars In this episode of Money Rx you'll discover how you can build a financial plan that lets you work because you want to, not because you have to.  Josh Taffer and Dave Jesiolowski discuss the five key areas of financial planning specifically tailored for physicians. They emphasize the importance of tax planning, risk management, asset location, cash flow management, and legacy planning. The conversation highlights common pitfalls physicians face in their financial strategies and offers actionable insights to help them achieve financial freedom and security.

]]> In this episode of Money Rx you'll discover how you can build a financial plan that lets you work because you want to, not because you have to.  Josh Taffer and Dave Jesiolowski discuss the five key areas of financial planning specifically tailored for physicians. They emphasize the importance of tax planning, risk management, asset location, cash flow management, and legacy planning. The conversation highlights common pitfalls physicians face in their financial strategies and offers actionable insights to help them achieve financial freedom and security.

]]> Journey Wealth Buzzsprout-16477046 Thu, 30 Jan 2025 00:00:00 -0500 1680 full false Money Rx - Best Financial Practices For Physicians Money Rx - Best Financial Practices For Physicians In the inaugural episode of the MoneyRx Podcast, hosts Dave Jesiolowski and Josh Taffer discuss the importance of financial education for physicians. Dave & Josh talk about various topics, including the challenges physicians face in managing their finances, the significance of execution in financial planning, and the critical factors to consider when choosing a financial advisor. The guys are looking to empower healthcare professionals with the knowledge and resources to make informed financial decisions. 

]]> In the inaugural episode of the MoneyRx Podcast, hosts Dave Jesiolowski and Josh Taffer discuss the importance of financial education for physicians. Dave & Josh talk about various topics, including the challenges physicians face in managing their finances, the significance of execution in financial planning, and the critical factors to consider when choosing a financial advisor. The guys are looking to empower healthcare professionals with the knowledge and resources to make informed financial decisions. 

]]> Christopher Buzzsprout-16402339 Thu, 16 Jan 2025 00:00:00 -0500 1046 full false