Financial Success for the Eye Care Professional

In this episode, I sit down with wealth management advisor Jose Segura to discuss financial planning for medical professionals. Segura will also discuss some of the better investment strategies for eye care professionals.

• Intro :14
• In this episode :21
• About Segura :30
• The interview 1:30
• Who is Jose Segura? 1:45
• Why the focus on medical professionals and physicians? 3:45
• Where should an eye care professional start regarding financial planning? 6:15
• As a financial professional, what strategies do you use to help them start getting organized? 8:45
• What’s the best investment? What do you tell an eye care professional about the different strategies about investing? 11:35
• Is it best to have a team of investors or to have a professional to help navigate changing environments? 15:18
• How do you, from a financial standpoint, help to weather those economic headwinds? What’s the best strategy for eye care professionals? 16:40
• What do you think is the most important financial pearl in regards to financial planning and their financial future? 20:35
• Segura’s final words 21:55

Jose Segura is a wealth management advisor and business exit planner for Wealth Advisory Group, LLC and a financial advisor with Park Avenue Securities, LLC.

We’d love to hear from you! Send your comments/questions to Dr. Mali at [email protected]. Follow us on Twitter @Healio_OSN. For more information about Segura, visit www.joseosegura.com, reach him by email at [email protected], or call 518-221-4832.

Disclosures: Mali reports he is founder and CEO of Mali Enterprises; retina medical director at Macular Degeneration Association; grant/research support from Alimera Sciences, Allergan/AbbVie, Chengdu Kanghong Biotechnology, Genentech, Notal Vision, Regeneron and Santen; consulting for Alimera Sciences, Allergan/AbbVie, Eyepoint Pharmaceuticals, Genentech, Kala Pharmaceuticals, Macular Degeneration Association, Notal Vision, Novartis, Regeneron and Sun Pharmaceuticals; speaker bureau for Alimera Sciences, Genentech, Kala Pharmaceuticals, Macular Degeneration Association, Notal Vision, Novartis and Sun Pharmaceuticals; and stock/shareholder with AbbVie and Regeneron.