Season Four: Let’s Talk About Money

Financial security is a critical aspect of a successful medical career. This season, Dr. Ash Patel and financial experts provide essential guidance on managing debt, protecting assets, and making informed financial decisions. Discussions explore the difference between good and bad debt, the importance of asset protection, and how to choose the right financial planner. Experts also break down the various types of insurance plastic surgeons should consider at different career stages. Packed with practical advice and expert insights, this season equips you with the knowledge to build a strong financial foundation for long-term success.

Description: Dr. Ash Patel interviews Adrienne Upchurch, CFP, CLU on the topic of tackling debt.

Summary: Adrienne Upchurch from SmithConway explains the difference between good debt vs. bad debt and some of the biggest mistakes people make while paying off debt.

Check out the additional resources associated with this episode:
Managing Student Debt
Taking Control of Debt

Description: Dr. Ash Patel interviews Carole Foos, CPA about the importance of Asset Protection.

Summary: Carole Foos from OJM talks about asset protection, why a plastic surgeon should consider planning for this, why you should look at protecting your practice assets as well as your personal assets and what resources are available.

Download a Free Copy of any of OJM Groups Books at https://www.ojmgroup.com/promo/ASPS/
Visit OJM’s Coping with Covid-19 Resources at https://www.ojmgroup.com/video/coping-with-covid/ 

Description:Dr. Ash Patel interviews Larry Keller, CFP, CLUon the impact having a financial planner can make on your finances.

Summary: Larry Keller from Physician Financial Services explains the breadth of services financial planners offer, the importance of hiring one to assist early on in your career rather than later, and red flags to spot when choosing your financial planner.

Description:Dr. Ash Patel interviews Larry Keller, CFP, CLUon the importance of insurance for plastic surgeons.

Summary: Larry Keller from Physician Financial Services explains why insurance is important at any stage of a plastic surgeon’s career, he also explains the various types of insurance that plastic surgeons should be aware of, and how to tell if your policy has the correct coverage.

Check out the additional resources offered by Larry Keller.

The following ABMS core competencies will be addressed:

• Professionalism
• System-based Practice

This course is not accredited for AMA PRA Category 1 credit.