The Money RX Podcast: Best Practices for Physicians. Dave Jesiolowski and Josh Taffer, CEPA, of Journey Wealth, navigate the complex financial landscape for doctors. Every episode, they take complicated topics like corporate structures for private practice or high net worth investment strategies and simplify them to provide clear, actionable solutions to minimize taxes, mitigate risk, and maximize your wealth, empowering you to take control and live life on your terms.
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Investing in securities involves risk, including possible loss of principal. The content presented herein is not intended to provide specific tax, legal or investment recommendations. Any information contained herein is general in nature and should not be construed as a solicitation of securities transactions on the part of Signal Wealth.Individuals should consult their financial advisor for financial advice pertaining to their unique investment objectives.Insurance products offered by Journey Wealth Strategies.
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Money Rx - What It Takes To Lead In The Healthcare Industry
In this episode of Money RX, host Dave Jesiolowski interviews Dr. Seeger Morris, an internal medicine physician and author of 'Let Me Lead.' They discuss the concept of experience bias in medicine, the importance of empowering young physicians, and the evolving landscape of leadership within the healthcare industry. Dr. Morris shares insights on how early career physicians can earn their place at the leadership table, the significance of influence over authority, and the necessity of collabor...
27 Mar 2026
Money Rx - With Family Law Expert Craig Robertson
In this episode of Money Rx, host Dave Jesiolowski discusses the complexities of divorce, particularly for physicians, with family law expert Craig Robertson. They explore the unique challenges physicians face during divorce, the importance of having support, proactive steps like prenuptial agreements, common mistakes made during the process, and the specific divorce laws in Mississippi. The conversation emphasizes the emotional and financial implications of divorce and offers insights into r...
19 Mar 2026
Money Rx - Funding That Million Dollar Education
In this episode of MoneyRx, Josh Taffer discusses the financial strategies necessary to fund a million-dollar education for children, particularly for those aiming for elite schools. He outlines a three-bucket strategy involving 529 plans, Trump accounts, and taxable brokerage accounts to effectively save and invest for educational expenses. The conversation also covers the implications of loans and financial aid, emphasizing the importance of consulting with financial professionals to naviga...
23 Dec 2025
Money Rx - Importance Of Business Ownership w/Dr. Craig Moffett
Josh Taffer interviews Dr. Craig Moffett, who highlights the importance of business ownership for physicians, focusing on entrepreneurial journeys and tax benefits to empower financial futures.
16 Oct 2025
Money Rx - Real Estate Investing For Physicians with Dr. Craig Moffett
Dr. Craig Moffett shares his real estate investing journey with host Josh Taffer, offering practical advice and tax strategies for physicians looking to build wealth, in this interview episode.
9 Sept 2025
Money Rx - The Psychology of Investing With David Wagner
Host Dave Jesiolowski interviews David Wagner, CFA, exploring the psychology of investing and how to avoid common behavioral traps for a stronger financial future.
14 Aug 2025
Money Rx - The Evolution of Investing Strategies
Host Dave Jesiolowski interviews investment strategist David Wagner on adapting investing strategies beyond the 60-40 model for today's market.
26 Jun 2025
Money Rx - How Much Do I Need To Retire
Host Josh Taffer explores retirement planning for physicians, advocating for a financial system over a fixed number using an endowment model and three-pool strategy.
3 Jun 2025
Money Rx - Leadership, Vision & Burnout w/ Dr. Brunson
Host Dave Jesiolowski interviews Dr. Claude Brunson, who highlights self-care and mentorship as critical leadership aspects in medicine, addressing physician burnout and the importance of professional passion.
8 May 2025
Money Rx - The Costly Money Mistakes Doctors Make — with Dr. Brunson
In this episode of The Physician’s Financial Journey, Dr. Brunson explores the path from residency to retirement through the lens of real physician experiences. We unpack powerful stories, spotlight the most common financial mistakes doctors make, and reveal the strategies that lead to long-term financial success. Whether you’re early in your career or preparing your exit strategy, this episode offers actionable advice to help you build wealth, avoid costly errors, and reach financial freedom...
24 Apr 2025
Money Rx - 5 Stages of Business & The 4 C's
In this episode, Josh Taffer, CEPA® (Certified Exit Planning Advisor), discusses the importance of exit planning for private practice physicians. He outlines the five stages of exit planning: identify, protect, build, harvest, and manage. Emphasizing the need to maximize the value of a physician's practice. Taffer also introduces the four Cs—human, structural, customer, and social capital—that contribute to business value. The conversation highlights the significance of understanding bu...
1 Apr 2025
Money Rx - Taxes & Your Retirement
In this episode, Josh Taffer and Dave Jesiolowski discuss the various types of accounts physicians typically have, including traditional retirement accounts, taxable accounts, and Roth accounts. They explore the implications of taxes on these accounts, the benefits of tax-free growth in Roth accounts, and strategies for utilizing health savings accounts. The conversation emphasizes the importance of flexibility and control in financial planning, especially for high-income earners like physici...
27 Feb 2025
Money Rx - Protect Your Assets, Income & Lifestyle
In this episode of MoneyRx, hosts Dave and Josh discuss the critical importance of protecting assets, income, and lifestyle for physicians. They delve into personal and professional risks, emphasizing the need for income protection through disability insurance. The conversation covers various types of insurance, including business overhead insurance and life insurance, while providing insights on how to choose the right policies and keep costs low. The episode concludes with a reminder of the...
13 Feb 2025
Money Rx - How to Choose Your Financial Advisor & Financial Firm
In this episode of MoneyRx, hosts Dave and Josh discuss the critical aspects of selecting a financial advisor. They emphasize the importance of choosing the right people to influence financial decisions, the fiduciary responsibility of advisors, and the need for trust and connection. The conversation covers the role of financial advisors in a broader financial team, key questions to ask potential advisors, and the essential qualities to look for in a financial partner. The episode concludes w...
30 Jan 2025
Money Rx - Stop Trading your Time For Dollars
In this episode of Money Rx you'll discover how you can build a financial plan that lets you work because you want to, not because you have to. Josh Taffer and Dave Jesiolowski discuss the five key areas of financial planning specifically tailored for physicians. They emphasize the importance of tax planning, risk management, asset location, cash flow management, and legacy planning. The conversation highlights common pitfalls physicians face in their financial strategies and offers act...
16 Jan 2025
Money Rx - Best Financial Practices For Physicians
In the inaugural episode of the MoneyRx Podcast, hosts Dave Jesiolowski and Josh Taffer discuss the importance of financial education for physicians. Dave & Josh talk about various topics, including the challenges physicians face in managing their finances, the significance of execution in financial planning, and the critical factors to consider when choosing a financial advisor. The guys are looking to empower healthcare professionals with the knowledge and resources to make informed fin...
Who has been a guest on Money Rx - Best Practices For Physicians
Names identified in recent episode analyses. Showing up to five guests.
Dr Craig Moffett
David Wagner
Dr Claude Brunson
Reach and audience
Public platform figures. Ratings count people who left a rating, not total listeners.
Apple Podcasts (US)
5.0 / 5
2 ratings
Spotify
5.0 / 5
1 ratings
Podcast Authority Score: 16 / 100
A composite of feed quality, social presence, YouTube performance and engagement. Read the methodology.
Quality
20
Social presence
0
YouTube
0
Engagement
32
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Books guests
Based on episode analysis; this does not confirm that the show is currently accepting guests.
Questions about Money Rx - Best Practices For Physicians
Who hosts Money Rx - Best Practices For Physicians?
Dave Jesiolowski and Josh Taffer host the show. Published by Journey Wealth.
How often do new episodes come out?
The show publishes monthly, based on its RSS feed.
Does Money Rx - Best Practices For Physicians take guests?
Yes. Guests have been identified in episode analyses.
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