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Hosted by Dr. Scott Sigman- “Financial Advisor to Orthopedic Surgeons”

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The Beard, Matthew Ray Scott, is continuing to make connections with The Fro, Dr. Scott Sigman, and suggesting our next guest, Kameron Helmuth. Grab you pen and paper for our 15-degree pivot with this episode with key financial advise and counsel. Kameron is a financial advisor for orthopedic surgeons, host of Doctors Eyes Only Podcast and fun personal fact, a competition BBQ pitmaster.

Topics include:

  1. Evaluating and implementing alternative investment strategies. Kameron analyzes potential private investment alternatives for surgeons and helps source credible investment opportunities available only to accredited investors. He asks the tough questions to make sure you’re making the best, informed decision
  2. Leveraging passive income sources provides some of the best opportunities for planning. This includes tax & financial planning strategies to best use 1099, consulting, royalty or other side hustle income. Kameron says income diversification is one of the top priorities with guidance to his clients
  3. Proactive Tax Planning Strategies: He educates us on a new proposed capital gain tax increase
  4. Coordination of trusted advisory team as the quarterback to existing trusted advisors or if needed, Kameron brings missing advisors to the table

Follow Kameron Helmuth on LinkedIn for more information or visit vestiaadvisors.com.

For MD’s, capture quick reflections on each learning below & how it applies to your day-to-day to unlock a total of 1 AMA PRA Category 1 CMEs.

Earn CMEs with CMEfy

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