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Beyond The Stethoscope

Mar 31, 2020


  • Strategic Planning Techniques for Overcoming Overwhelm


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Mar 9, 2020

Favorite quotes of the episode: “We have nothing but love for CPAs and tax professionals.”

“Pro-active strategic planning is always worthwhile.”

“PSA for the 2020 election year, beware of politicians spinning the truth to discredit their political opponents” (example: marginal tax brackets explained)


Mar 2, 2020

Favorite quotes of the episode: “Get out of your own way, you are the obstacle.”

“Purpose is the character of your life.”

“Once you have a feeling around what your purpose is, you can make plans and those plans are tangible.”

“It’s ok that purpose isn’t tangible, it only needs to mean something to...

Feb 18, 2020

Favorite quotes of the episode: “64 percent of Americans feel money is a significant source of stress in their lives.”

 “It’s important to continue to balance saving for the future with living life in the present.”

 “Finding ways to gamify spending, saving or cash flow can be really helpful.”



Feb 10, 2020

Favorite quotes of the episode: “I checked all the boxes, so what happens when all of your dreams do come true? What are those next step dreams?”

“Pain is inevitable, but suffering is optional.”

“Find peace amongst the chaos.”

Episode Overview

I kicked off 2019 with a promise to discuss big issues, big ideas...