When thinking about holistic health and wellbeing, there are a number of factors that go into the wellness equation, ranging from mental and physical health to financial wellbeing and professional vitality. This episode is a continuation of The TechLink Wealth series and focuses on financial wellbeing and professional vitality. From a financial perspective, particularly with physicians, the financial path to wellness looks and feels very different, which calls for a unique approach to create strategies that address the complexities associated with the profession.
This episode’s guest is Alexis Gallati, a Tax Strategist and Published Author, who is the Founder of Cerebral Tax Advisors (
https://www.cerebraltaxadvisors.com) , a company dedicated to facilitating tax strategies for medical professionals through education and planning.
The Cerebral Tax Advisors mission is tied to stepping outside the emotions of finances and using cerebral thinking to delve deep into the tax strategies that will allow clinicians to keep more of their hard earned money. Alexis is also the author of Advanced Tax Planning for Medical Professionals. (
https://www.amazon.com/Advanced-Tax-Planning-Medical-Professionals/dp/B0BVDSJMFP)
Listen in with us as we dive into finance strategies that are particularly relevant to healthcare practitioners that engage with side gigs and independent advisory work.
Other insights range from how to take a strategic approach when exploring side gigs in healthcare to business strategies for independent professionals to helpful tips on practical uses for financial technologies.
For more details visit TechLink Health on the web (
https://www.techlink.health) or connect with Cerebral Tax Advisors here (
https://www.cerebraltaxadvisors.com/techlink) .
This episode was hosted by Dr. Sarah Samaan (
https://bit.ly/3NizwZR) .
The episode points to several references with links below:
🌐 Cerebral Tax Advisors Link for The TechLink Health Podcast (
https://www.cerebraltaxadvisors.com/techlink/)
🌐 Cerebral Wealth Academy (
https://www.cerebraltaxadvisors.com/techlink/)
📙 Advanced Tax Planning for Medical Professionals (
https://www.amazon.com/Advanced-Tax-Planning-Medical-Professionals/dp/B0BVDSJMFP) by Alexis Gallati, EA, MBA, MS Tax, CTS
📗 Taxes Made Simple (
https://www.amazon.com/Taxes-Made-Simple-Income-Explained/dp/0981454216) by Mike Piper
📘 Tax Books by J.K. Lasser (
https://www.jklasser.com/tax-books/)
If you're a healthcare practitioner or thought leader and interested in leveraging the TechLink Health platform for digital health, e-consults, or advisory services, feel free to connect with us by visiting our site and downloading the TechLink Health app.
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https://bit.ly/4bozEQJ)