Why is buying a car such a frustrating and time-consuming experience—even when you know exactly what you want? In this episode, Andrew Guthmiller, owner of Car Concierge, shares his insights as an expert in car buying and selling. Andrew delves into the pain points of the car buying process and offers solutions for making it smoother and more efficient. From finding the best deals in the market to understanding when to lease versus when to buy, he walks us through the steps of getting the right car at the right price.

Learn more: https://apmsuccess.com/254            Watch the video: https://apmsuccess.com/254v

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar 

Have you ever had to navigate the difficult conversation of finances with your aging parents? In this episode, we explore the crucial yet uncomfortable topic of helping your parents get financially organized before it’s too late. I’ll walk you through practical steps for initiating these talks early, making life easier down the road rather than dealing with a financial disaster later.

Learn more: https://apmsuccess.com/253                      Watch the video: https://apmsuccess.com/253v

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar 

What would you do if an unexpected financial disaster hit tomorrow? In this episode, we dive deep into the financial durability ratio—a tool that measures your ability to withstand unforeseen expenses or catastrophic events. We’ll discuss how this ratio helps you identify vulnerabilities in your financial preparedness and reduce the anxieties that stem from unknown risks.

Learn more: https://apmsuccess.com/252                    Watch the video: https://apmsuccess.com/252v

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar 

Today I will be answering some of the most common questions listeners face, such as how to prioritize student loan repayments versus contributing to retirement accounts like Roth IRAs or 401(k)s. You'll learn how to map out a clear repayment plan for your student debt while ensuring you're taking advantage of key retirement benefits that can reduce your tax burden.

Learn more: https://apmsuccess.com/251  Watch the video: https://apmsuccess.com/251v 

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar 

In this episode, I’m revisiting the critical topic of financial fraud, which I last discussed back in episode 144. This time, I’m bringing a fresh perspective on how you can protect yourself and your loved ones from increasingly sophisticated scams. Cybercrime losses topped $12.5 billion in 2023 alone, with over $3.4 billion of that lost by people over 60, so the stakes have never been higher. Listen in to learn why it’s so important to stay skeptical, the value of working with a financial advisor, and why reporting any suspicious activity to law enforcement is absolutely critical.

Learn more: https://apmsuccess.com/250 Watch the video: https://apmsuccess.com/250v

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar 

Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s especially valuable for business owners with significant taxable assets.

Learn more: https://apmsuccess.com/249                          Watch the video: https://apmsuccess.com/249v

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar 

In this episode, we are diving into the complexities of using index funds as a "safe" investment option, particularly for short-term financial goals. Drawing from recent client interactions, I explain the misconceptions around the safety of index funds and why they may not be the best choice for investments needed in the short term. 

Learn more: https://apmsuccess.com/248Watch the video: https://apmsuccess.com/248v

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar 

In this episode, we dive deep into the world of medical business leadership and practice management with Dr. Yash Navalgund, Chief Medical Officer at National Spine and Pain Centers. Dr. Navalgund shares his extensive experience in growing and scaling pain management practices, including his journey from a single practice owner to overseeing over 100 centers across 12 states. We explore the challenges and successes in building a strong culture within a medical practice, the intricacies of opening multiple sites, and the importance of branding and reputation in the healthcare industry.

Learn more: https://apmsuccess.com/247 Watch the video: https://apmsuccess.com/247v

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar 

Managing director at Founders Advisors, Michael White, joins me on the show today to help explain the role of a business liquidity event within the financial journey of a physician. We align in how we help physicians understand their businesses and, in this episode, he will dive into what you need to do to help make your practice more saleable.

Learn more: https://apmsuccess.com/246Watch the video: https://apmsuccess.com/246v  

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar 

Are you a practice owner looking to extract maximum value from your clinical practice? In this episode, we'll discuss the crucial steps to ensuring your business assets translate into personal wealth. Building on our previous episode about understanding your balance sheet, I’ll explain the risks of having your net worth tied up in your practice. You'll learn strategies to shift value from your business to your personal finances, reducing dependency on a single asset and securing your financial future.

Learn more: https://apmsuccess.com/245  Watch the video: https://apmsuccess.com/245v       

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar 

What does it take to build a personal brand in the medical field? In this episode, Dr. Patrick Buchanan, Interventional Pain Management Physician and Co-Host of the Pain Unfiltered Podcast, shares his insights with us live from the ASPN conference. Dr. Buchanan will explain the importance of personal branding and how it has shaped his career decisions.

Learn more: https://apmsuccess.com/244                        

Watch the video: https://apmsuccess.com/244v 

Need help with wealth management? Learn about APM Wealth's process, here: https://apm-wealth.com/services. Or, get our free guide explaining some of our key methods for building wealth with clients: https://apm-wealth.com/freedom 

Or check out our webinar for helping practice owners optimize wealth building: www.apm-wealth.com/webinar