This week Mike chats with Justin Harvey a principle at APM Wealth who shares his perspective on health care providers and their special investment needs and strategies. Justin brings years of experience of working with the challenges of portfolio management for anesthesiologists as well as explaining how very smart people face a unique brand of challenges when it comes to investing.
Justin a shares his years of experience of working with academic anesthesiologists and how their individual situations, whether working with private equity, contracting or independently owned operations, can impact their financial outcomes.
Justin explores the changes brought on by COVID, pay cuts and reduced 401k contributions and how healthcare providers can navigate these challenges to secure solid positive financial positions for their personal futures.
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Discussing "worst case" returns over various time periods:
APM Wealth