Financial Success for the Eye Care Professional

ByJoshua Mali, MD

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 eyecareinsider@healio.com. Follow us on Twitter @Healio_OSN. For more information about Segura, visit www.joseosegura.com, reach him by email at jose_segura@wagllc.com, or call 518-221-4832.

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Sources/Disclosures

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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. Nahen is the CEO of Notal Vision.

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