Wealth management may look very different for different professionals.

Today, we look at wealth management from the lens of physicians, specifically anesthesiologists who have accumulated wealth over several decades.

In this episode, Peter Anastasian and Charlie Massimo speak with Dr. Chris Campese, chair of the Department of Anesthesiology at Glen Cove Hospital, Dr. Leo Penzi, executive vice president and chief medical officer at North American Partners of Anesthesia, and Dr. William Kruger, a leader at TeamHealth. They share their personal and professional experiences with financial planning.

Chris, Leo, and William discuss: 

• The evolution of anesthesiology as a profession
• The importance of disciplined saving, working with trusted advisors, and planning ahead
• How to overcome the emotional barriers of investing and delegate financial control to advisors
• Challenges faced by new anesthesiologists (with tips for getting a financial head start)
• And more!

Connect with Wealth Enhancement Group:

• 1-631-777-1030
• Wealth Enhancement Group
• LinkedIn: Charlie Massimo
• LinkedIn: Peter Anastasian

Connect with Dr. Chris Campese:

• LinkedIn: Dr. Chris Campese

Connect with Dr. Leo Penzi:

• LinkedIn: Dr. Leo Penzi

Disclosures

The opinions voiced in this recording are for general information only and are not intended to provide specific advice or recommendations for an individual. To determine which strategies or investments may be suitable for you, consult the appropriate qualified professional prior to making a decision.

Any company names noted herein are for educational purposes only and not an indication of trading intent or a solicitation of their products or services.

All performance referenced is historical and is no guarantee of future results. All indices are unmanaged and may not be invested into directly.

All investing involves risk including loss of principal. No strategy assures success or protects against loss. There is no guarantee that a diversified portfolio will enhance overall returns or outperform a non-diversified portfolio. Diversification does not protect against market risk.

See omnystudio.com/listener for privacy information.