Money Rx - The Psychology of Investing With David Wagner

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.

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.

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.

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.

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.