Why doctors should rethink investing compared to the average U.S. investor

Attorney and wealth manager David B. Mandell discusses his article "Why physicians are unlike the 'average' investor," highlighting why doctors face unique financial challenges compared to most U.S. investors. David explains the significant income and tax liability differences physicians must navigate, the complexity of their net worth, and the critical opportunity cost of their limited time. He also outlines why many doctors choose to outsource investment management, and what they should demand from financial advisors in terms of transparency, communication, and alignment. Listeners will gain practical insights on how physicians can protect their wealth, make tax-efficient decisions, and focus on their highest and best use of time while still staying engaged in their financial future.

Mentioned on the show: Wealth Strategies for Today's Physician: A Multi-Media Playbook. Get your free print copy or eBook download, available exclusively to members of the KevinMD community: https://www.ojmgroup.com/promo/KevinMD/

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