Welcome To The Ortho Money Show

Every year, orthopedic surgeons earning $700K to $2M leave real money on the table in places nobody has diagnosed: a cash balance plan sized too small, an S-corp salary set on autopilot, a practice sale headed for installment terms nobody ran the numbers on.

This trailer introduces The Ortho Money Show. Host Jared Paul, CFP, CIMA, CEPA, works with high-income surgeons on the decisions that actually move the needle at their income level: cash balance plans sized for what they earn, S-corp structure done on purpose, and practice valuation before they need one, not after someone else has already run the numbers on them.

New episodes get into the specific financial decisions that matter for surgeons in practice or approaching transition, in plain language, with real numbers behind them.

Follow the show now, so the next episode finds you the moment it's live.

Capably Yours, Jared

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Copyright © Capable Wealth, LLC. All Rights Reserved.

The Ortho Money Show is produced by Capable Wealth, LLC, an investment adviser registered with the State of New York. This podcast is for educational purposes only, is not personalized investment, tax, or legal advice, and does not create an advisory relationship. Full disclosures and Form ADV available upon request.