The Atlas Advantage: Recent Episodes
Atlas Private Wealth Management
Life is full of transitions and evolutions — not just personally, but financially as well. A good financial plan relies on your ability to recognize and adapt to your changing financial needs as you move through these stages. The Atlas Advantage Podcast is here to help you make sense of your financial future. We cover everything from the basics of financial planning to complex financial topics and important financial developments, so you can walk away with a better understanding of how to achieve your long-term financial goals.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC (further known as “ATLAS”). Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.
The information contained in this podcast was prepared for general information purposes only and is not a substitute for personalized financial advice. Although participants may discuss data, and content relating to financial planning, tax planning, estate planning, and other wealth management topics, any such information shared should not be construed as tax, accounting, legal, or investment advice.
Topics discussed are based on current market conditions which will fluctuate and may be superseded by subsequent market events or for other reasons. ATLAS does not assume any duty to update information including forward looking statements. Likewise, nothing discussed in these recordings should be construed as a current or past recommendation or solicitation of an offer to buy or sell securities or to adopt an investment strategy.
As to the accuracy completeness and fairness of the information contained in this recording, the information shared has been developed internally and or obtained from sources believed to be reliable, however no representation or warranty express or implied is made or given by or on behalf of ATLAS.
You are responsible for evaluating the information provided to you and any risk associated with the material before making any decision based on content shared. You acknowledge and agree that ATLAS is not acting in any fiduciary capacity, nor is any client or fiduciary relationship created, as a result of your use of, or access to this recording. Investing carries the risk of loss, including the loss of principal. Past performance is not indicative of future results.
Any liability as a result of this recording including any direct, indirect, special or consequential loss or damage is expressly disclaimed. Please visit our website www.atlaspwm.com for other important disclosures.
This recording should not be copied, distributed, published or reproduced, in whole or in part without Atlas’s express written consent. Copyright 2020 Atlas Private Wealth Management, LLC all rights reserved.
In the third episode of this private practice series, John Gwin, Founder of The Auctus Group, discusses how a lagging payment model can suck the life out of your revenue cycle and how teaming up with people that understand “all the boring stuff” can put you ahead by creating efficiencies through education and support. Tune in for insight on how understanding proper operational planning now can help maintain your patient base and your practice growth efforts to ultimately drive you towards your desired exit strategy down-the-line.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
In the second episode of this private practice series, Atlas’ Director of Retirement Services, Lissa McNaughton, discusses why establishing a retirement plan is an important process for any small business, especially for physicians needing to play catch-up in their retirement savings after training. This conversation provides deeper insight into the supporting players of a retirement plan team and how establishing clear goals early on will help you save for retirement and support healthy employment retention life cycles.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
In this private practice series, ‘We Are Wildly Successful’ CEO, Nermin Jasani discusses connecting the dots by creating a knowledgeable team of professionals that work together to create efficiencies in a doctor’s financial life that could improve output and add time back to their day. Our conversation provides greater insight into her process and examples of how she has helped grow individual practices.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Amy Thorson, Income Protection Specialist, joins Tim Hamilton, to discuss disability insurance considerations when protecting your ability to survive financial hardship in the event that you cannot perform your job duties.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Amy Thorson, Income Protection Specialist, joins Tim Hamilton, to discuss disability insurance considerations when protecting your ability to survive financial hardship in the event that you cannot perform your job duties.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. Connectus Group, LLC, utilizing the business name Connectus Wealth Advisers, is the parent company of Atlas. Investment advisory services are offered through Atlas.To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Erik LaChance, Insurance Professional, joins Tim Hamilton, to discuss property and casualty insurance considerations when navigating a career life cycle and how each level of success can bring an opportunity for a substantial loss if gone unchecked.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Dr. Fernando Peña, orthopedic surgeon, assistant professor, and entrepreneur, joins Tim Hamilton, to discuss his experience making financial decisions as he navigated various stages of his educational and professional journey and the perils of becoming a victim of your own financial success.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Eva Minkoff, chronic illness advocate, and fellow podcaster [Human]Care, joins Tim Hamilton, to discuss her experience of what chronic illness can look and feel like while exploring how to bridge the gap that often exists within the physician patient experience.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Dr.’s Elizabeth Arendt, Julia Thompson, and Emily Van Kouwenberg, join Tim Hamilton, to discuss their personal experiences of the imposter phenomenon, highlighting experiences where it has touched them in personal and professional lives throughout their career journey.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Dr. Jen Lee, an advocate, activist, and organizer for social justice and human rights issues, joins Tim Hamilton, to discuss important topics revolving around addressing diversity issues, inequities, and solutions in the healthcare system.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Dr. Mike Brunnquell, hospitalist and new dad, joins Tim Hamilton, to discuss important decisions in the balancing act of work life balance.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Katie O’Hea, Executive Director, Beauty & Retail at Conde Nast, joins Tim Hamilton, to discuss important decisions when merging your life and career goals with your person.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
John Ogle, Atlas’ Chief Investment Officer, joins Tim Hamilton, to discuss important principles of investing you should know.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Nate VanKouwenberg, owner and founder of Next Level Strength & Conditioning, joins Tim Hamilton, to discuss health and fitness on a tight schedule.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Brandon Unger of Algren Associates, joins Tim Hamilton, to share his insights on the unique benefits and considerations associated with different types of life insurance policies.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Successful subject matter expert and hospital CEO, Mary Ellen Wells continues discussion of the unique challenges of her experience in the field of healthcare as an administrator, and speaks on her perspective on work force, telemedicine, accessible treatment, and other possible post COVID-19 outcomes facing medical administrators.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Successful subject matter expert Mary Ellen Wells shares insight and discusses the unique challenges of growing in the field of healthcare as an administrator, and her path to becoming a hospital CEO, board member of a top-ranked Masters of Healthcare Administration program, administrator at a major healthcare system, and much more.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
This interview, with Dr. Elizabeth Arendt, is a reflection into her past through to the present. She discusses three goals that both shaped her personal career success and kept her centered, as she navigated becoming an orthopedic surgeon, mother, and spouse.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.
Financial planning is one of the biggest stressors for individuals in the medical field, but it doesn't have to be. For those that have chosen a profession in medicine, and the spouses who are on this journey with them, Tim Hamilton is here to help with "Planning on Call."
This new podcast series will cover important topics from financial planning to personal wellness. Tim's wife, Emily, recently launched her career as a surgeon so he speaks from personal experience. Listen in as Tim and his guests, from a variety of industries, share their practical insights to help those in the healthcare profession.
The views expressed in this recording are the personal views of the participants as of the date indicated. And do not necessarily reflect the views of Atlas Private Wealth Management, LLC. This podcast and blog do not represent an endorsement of any of the companies or individuals mentioned, nor do they represent an endorsement of the information and/or opinions such individuals have provided. To view important disclosures visit https://atlaspwm.com/introducing-planning-call-blog/.