Welcome to ‘Planning on Call,’… a series of podcasts, blog posts, and other content focused on providing medical professionals, and their spouses, the important information they need to know as they plan their future.

I would encourage you to listen to the first ‘Planning on Call’ podcast episode – it is brief introduction to  the type of content we will be putting together for physicians moving forward, which can be found here:

Follow the links below to listen to The Atlas Advantage on Apple Podcasts, Spotify and Libsyn:

Apple Podcasts
Spotify
Libsyn

For those of you that are not a fan of podcasts, or perhaps don’t have the time to listen to full episodes, look for my blog series where you can find the summarized version of key takeaways from each episode.

I wanted to start out by giving you the rundown of what to expect from the ‘Planning on Call’ series. If you’ve made it this far, you probably know that I am a Financial Planner by trade. So, why the focus on medical professionals? In addition to being a Senior Vice President & Wealth Management Advisor at Atlas Private Wealth Management, I am also the husband of a plastic surgeon, the son of an orthopedic surgeon, the brother of a hospital director, and the nephew of a hospital CEO. Working with medical professionals is in my bones, even if actual blood and guts makes me queasy. If you are interested in knowing more about my professional or personal background, you can find more on me here.

I spent my childhood watching my mother become a trailblazer in the field of sports medicine. For most of my adult life, I’ve supported my wife as she accomplished her dream of becoming a plastic surgeon. As a result of this journey, I’ve learned a few things along the way. First, it’s not an easy path. All of it. Whether it be the process of becoming a physician or developing a successful practice, and possibly starting a family, if that’s also part of your plan. Second, everyone needs help accomplishing their goals, no matter how smart or driven they are. Last, the end goal is worth it – doctors have the ability to work in a career that they hopefully enjoy, where they get to help people and are well compensated for their efforts.

With this series, I’ll be taking time to answer the questions that have affected me, my family, and my extended network. Questions discussed extend from within the world of finance that physicians and their families have asked me, as well as questions derived outside of finance in areas such as physical and mental health, job recruitment, and small business planning. To answer these questions I will talk to insurance, investment, and debt professionals, as well as therapists, nutritionists, headhunters, and life coaches.

Check back in with me as I drive to answer the questions that will help physicians and their spouses grow successful careers, families, and lives.


The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC (further known as “ATLAS”).

The information contained in this podcast was prepared for general information purposes only and is not a substitute for personalized financial advice. Although participants may discuss data, and content relating to financial planning, tax planning, estate planning, and other wealth management topics, any such information shared should not be construed as tax, accounting, legal, or investment advice.

Topics discussed are based on current market conditions which will fluctuate and may be superseded by subsequent market events or for other reasons. ATLAS does not assume any duty to update information including forward looking statements. Likewise, nothing discussed in these recordings should be construed as a current or past recommendation or solicitation of an offer to buy or sell securities or to adopt an investment strategy.

As to the accuracy completeness and fairness of the information contained in this recording, the information shared has been developed internally and or obtained from sources believed to be reliable, however no representation or warranty express or implied is made or given by or on behalf of ATLAS.

You are responsible for evaluating the information provided to you and any risk associated with the material before making any decision based on content shared. You acknowledge and agree that ATLAS is not acting in any fiduciary capacity, nor is any client or fiduciary relationship created, as a result of your use of, or access to this recording. Investing carries the risk of loss, including the loss of principal. Past performance is not indicative of future results.

Any liability as a result of this recording including any direct, indirect, special or consequential loss or damage is expressly disclaimed. Please visit our website www.atlaspwm.com for other important disclosures.

This recording should not be copied, distributed, published or reproduced, in whole or in part without Atlas’s express written consent. Copyright 2020 Atlas Private Wealth Management, LLC all rights reserved.

You may also like

What’s Next? Post Election Thoughts on the Markets

By John C. Ogle | jcogle@atlaspwm.com On a very macro level,…

Cybersecurity Awareness with Atlas’ COO

By Kristen Schreer | kschreer@atlaspwm.com Fraud attempts are a reality for…

Planning for Incapacity

By Christopher Aiello | caiello@atlaspwm.com What would happen if you were…