Finance and Wealth

home / practice-academy / finance-and-wealth

Financial management and investment strategies tailored specifically to doctors, addressing their unique financial challenges, such as student debt, and complex tax situations due to their high-earning potential.

Navigating hidden costs in your practice: Strategies for financial stability and quality care in 2025

EP. 1: Navigating hidden costs in your practice: Strategies for financial stability and quality care in 2025

Sara Pastoor, M.D., M.H.A., FAAFP;Manisha Goud
June 25th 2025

Sara Pastoor, M.D., M.H.A., FAAFP, and Manisha Goud of Elation Health explain how practices can reclaim time, reduce overhead and deliver better care by fixing the behind-the-scenes systems that quietly drain revenue.

High-impact KPIs for revenue improvement: What to track and how to fix it

EP. 2: High-impact KPIs for revenue improvement: What to track and how to fix it

Brian Hall
June 25th 2025

Brian Hall, VP of sales strategy at Veradigm, explains how practices can boost revenue by focusing on a few high-impact KPIs — and getting the whole team aligned on what really drives cash flow.

Beyond the malpractice basics: Occurence, claims-made and tail insurance explained

EP. 3: Beyond the malpractice basics: Occurence, claims-made and tail insurance explained

Jennifer Wiggins
April 23rd 2025

Jennifer Wiggins, CPCU, RPLU, shared insights to help physicians navigate malpractice insurance and secure adequate protection against potential legal risks.

Unlocking financial independence: Strategies to help doctors retire on their own terms

EP. 4: Unlocking financial independence: Strategies to help doctors retire on their own terms

Bill Martin
June 20th 2024

Hear from doctors and financial professionals as we unlock the pathways to optimizing your retirement savings.

Building practice growth through business credit cards

EP. 5: Building practice growth through business credit cards

Stacey Worsley
February 20th 2024

Stacey Worsley, Assistant Vice President and Business Development Manager at U.S. Bank, discusses the value of business credit cards, including how they can help medical practices improve cash flow and other benefits.