Entrepreneurship, Delivering CME, and Private Investing with David Victor, JD

Wealth Planning for the Modern Physician

English - December 23, 2021 11:00 - 38 minutes - 52.9 MB - ★★★★★ - 39 ratings
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Previous Episode: Student Loans 101

Next Episode: Medical Practice Mergers & Acquisitions with Attorney Gary W. Herschman

Listen in as host David Mandell chats with entrepreneur and experienced private investor David Victor. They begin by discussing Victor’s career path, leaving the practice of law to join his father in the startup that became American Education Institute (AEI), where Mandell lectures every year.

They then explore AEI in more depth – what services it offers, why physicians might be interested in it, how COVID forced Victor to transform the business, and why the business may be stronger now than ever before.

Next, Victor explains his approach to investing in private businesses, including a dive into a cannabis-focused real estate project he is excited about today. He concludes with some advice to others looking to invest significantly into private businesses.

You can find show notes and more information by visiting www.physicianswealthpodcast.com.