Financial Management for the Private Practice

Wealth Planning for the Modern Physician

English - October 14, 2021 10:00 - 33 minutes - 45.9 MB - ★★★★★ - 39 ratings
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Previous Episode: Expert Insights on Asset Protection with Bo Loeffler, Esq.

Next Episode: Orthopaedic Experiences: The Navy SEALs to the New England Patriots with Dr. Matthew Provencher

Listen in as David chats with CPA and financial consultant Jessica Nunn. David and Jessica discuss Jessica’s initial interest in finance and accounting, including her education and initial jobs with larger firms working with public companies.

David and Jessica then dive into Jessica’s decision to go out on her own to help smaller clients like medical and dental practices and their owners. Then Jessica discusses how she helps practice owner clients today, giving some real examples of challenges that arise and how to improve processes and profitability.

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