Podcast

May 29, 2025

Roetzel HealthLaw HotSpot: Money, Mindset & Medicine: Financial Planning for Health Care Professionals

In the latest episode of the HealthLaw HotSpot podcast, host Ericka Adler sits down with Treasa Moran, Financial Advisor at Anchor Point Wealth Advisors, to discuss the unique financial challenges and opportunities facing health care professionals. From managing student debt and planning for retirement, to understanding the emotional side of money, this episode is packed with insights for physicians, dentists, and other providers at every stage of their careers. Highlights include how emotions influence financial decisions, building your personal financial advisory team, strategies for budgeting, investing, and protecting your assets and why early planning is key to long-term success.

To listen, download the episode on Apple Podcasts or click here. To watch the episode on YouTube, click the link below: