In this episode, David Mandell, partner at OJM Group, reveals the secrets to building and protecting your wealth as a practitioner. We dive into strategies for creating a powerful financial plan, safeguarding assets, slashing taxes, making smart investments, securing the right insurance, and planning for a dream retirement. Plus, David shares game-changing advice for practice owners and doctorpreneurs. Don’t miss it!
What you’ll learn:
- Financial Planning: Learn the importance of creating a multi-disciplinary plan to meet goals, and tactics to get on track early in your career.
- Asset Protection: Safeguard your wealth from potential liabilities with time-tested tools and tactics.
- Tax Reduction: Discover effective methods to minimize your tax liabilities and maximize your savings.
- Investment Tactics: Learn how to make informed investment choices that can help you build long-term wealth.
- Insurance Planning: Understand the crucial insurance policies needed to protect your income and assets.
- Retirement Planning: Prepare for a comfortable retirement with strategies tailored to your needs.
- Practice Management/Entrepreneurship: Get insights specifically for practice owners and doctorpreneurs.
About David Mandell
Podcast guest David Mandell, JD, MBA -- and his partners at OJM Group -- have recently released their newest financial resource Wealth Strategies for Today’s Physician: A Multi-Media Playbook. The Playbook’s innovative format features over 250 pages of text, complemented by more than 90 links to video and podcast episodes to enhance the reader’s learning experience. To get your free print copy or ebook download, text BEAUTYBRAND (no spaces) to 844-418-1212 or click the link here:
Click here to get your free copy!
About Your Hosts:
Kristy LaGourgue is a marketing consultant and boutique agency owner of Agency MCS Marketing Creative Solutions, who specializes in helping growth-oriented aesthetic clinics. She is known as the secret weapon in the back pocket of rising thought leaders and small to medium-sized businesses.
She's helped launch new clinics and position the practitioners behind the brands as the thought leaders in their industry.
More than this, she knows the medical aesthetics industry inside-out, much like Rachel who’s been at the forefront of it.
Rachel Varga has been a Double Board Certified Aesthetic Nurse Specialist since 2011 and has worked with thousands of patients, performed over 20,000 rejuvenation procedures, and hosted nearly 400 interviews with leaders in health, technology, and wellness optimization.
We look forward to supporting you on your med spa practice building journey!
Rachel Varga & Kristy Lagourgue
Learn more at BuildingYourBeautyBrand.com!
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