What really happens to your money, property, and loved ones when you die—and how much could it cost them if you don't plan properly? In this episode, estate planning attorney Tammi Caress breaks down why revocable trusts are one of the most powerful (and misunderstood) tools in estate and tax planning. She explains what a trust actually does, how it functions like a will, who benefits from it, and why avoiding probate can save your family significant time, stress, and money.

Learn more: https://apmsuccess.com/268
Watch the video: https://apmsuccess.com/268v

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 happens to your family, your business, and the people you love when you're no longer here? In this episode, Attorney Tammi Caress shares why estate planning isn't just about documents; it's about the conversations, decisions, and people you choose long before they're needed. Listen in for practical guidance to help ensure your spouse, children, and even your pets are protected and that your plan actually works when it matters most.

Learn more: https://apmsuccess.com/267
Watch the video: https://apmsuccess.com/267v

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 do you wish you'd known before stepping into your first attending role? In this episode, I'm joined by Dr. Jennifer Xiong, a Harvard-trained, double-board-certified anesthesiologist and interventional pain specialist, to discuss the realities physicians often aren't prepared for. We talk about the non-clinical side of medicine that hits fast and hard once training ends, from insurance denials and prior authorizations to referrals, networking, and practice dynamics. Don't miss this conversation that shines a light on what life really looks like beyond fellowship.

Learn more: https://apmsuccess.com/266
Watch the video: https://apmsuccess.com/266v

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 if mastering your finances could feel as achievable as mastering medicine? In this episode, Dr. Altelisha Taylor and Dr. Brittne Halford, co-founders of Wealth Minded MD, share their journey from practicing physicians to financial educators. Listen in as they break down how physicians can navigate wealth building, negotiate confidently, and advocate for themselves in both personal and professional arenas.

Learn more: https://apmsuccess.com/265
Watch the video: https://apmsuccess.com/265v

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's changing in the financial landscape for anesthesia providers in 2025? In this special crossover episode, Dr. Jed Wolpaw and I explore the latest trends shaping compensation, job opportunities, and the future of anesthesia practice. From rising pay to evolving employment models, we dig into what's happening in the field and what you need to know to make informed career decisions.

Learn more: https://apmsuccess.com/264
Watch the video: https://apmsuccess.com/264v

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 really take to grow from launching a private practice to managing multiple locations successfully? In this episode, we welcome back Dr. Zwade Marshall, who first joined us years ago, to share the next chapter of his journey as a business owner. From learning to delegate and trust experts to balancing clinical responsibilities with entrepreneurial decisions, Dr. Marshall offers an unfiltered look at the challenges and breakthroughs of running a medical practice.

Learn more: https://apmsuccess.com/263
Watch the video: https://apmsuccess.com/263v

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 thrive in medicine without burning out? With increasing demands, endless responsibilities, and a healthcare system that often feels like "sick care" rather than true healthcare, many physicians find themselves stretched too thin. In this episode, Dr. Nirmala Abraham, Comprehensive Pain Physician and Professional Coach, shares her perspective on why carving out personal time and prioritizing balance isn't optional, it's essential.

Learn more: https://apmsuccess.com/262
Watch the video: https://apmsuccess.com/262v

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's really happening in the world of anesthesiology today? With rising labor costs, provider shortages, declining reimbursements, and the ripple effects of the No Surprises Act, the specialty faces a shifting and often challenging landscape. In this episode, two industry leaders share their perspectives on how anesthesiology practices, hospitals, and C-suite executives are navigating these pressures.

Learn more: https://apmsuccess.com/261
Watch the video: https://apmsuccess.com/261v

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