Podcast artwork thumbnail for The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons

The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons

Jared Paul

Booking Overview

A predominantly solo expert show focused on wealth management, tax planning, retirement, and business decisions for orthopedic surgeons and private-practice owners, with occasional external interviews. Credible pitches include financial, tax, practice-valuation, M&A, and healthcare business experts, as well as operators who can offer practical lessons on lean growth; the demonstrated guest standard is accessible and booking difficulty appears low.

Metrics

Episodes: 134

Frequency: Irregular

Rating: 5.0/5.0

Estimated listeners: 100 - 1,000

Gender skew: Male

Listener location: USA

Contact Information

Publicly listed emails

jared@capablewealth.com

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Host

Jared Paul - Jared Paul is a CFP®, CIMA®, and CEPA® who provides financial guidance on tax planning, investing, retirement readiness, practice growth, and practice transitions for high-income orthopedic surgeon...

Booking Intelligence

Booking Requirements

low
Typical Credentials:  
Business owners, healthcare practice leaders, and financial, tax, valuation, or transition specialists with practical expertise and firsthand experience relevant to surgeons or business growth.
Required Achievements:  
Built and operated successful businesses, Demonstrated expertise in business growth, finance, or practice transitions

Recent Guest Discussions

Dan Casey - Launching And Funding Businesses, Customer Relationships, Employee Investment, And Staying Lean While Growing A Hospitality Business.

Brendan McCann - Launching And Funding Businesses, Customer Relationships, Employee Investment, And Staying Lean While Growing A Hospitality Business.

Recent Topics

Orthopedic Surgery, Wealth Management, Tax Planning, Practice Management, Retirement

Episodes

Here's the recent few episodes on
The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons
:

Ep #134: The RMD Checklist: What Surgeons Over 73 Need to Do Before December 31

October 13, 2026

Two numbers are going to decide what happens to a chunk of your bank account this December: 73 and December 31st. There's a third lever sitting underneath both of them that most surgeons never learn about until the year they need it. In this episode, Jared runs through a four-item checklist for surgeons approaching or already past their required minimum distribution age, built for October rather than December, because by December most of the useful moves are already off the table. He covers h...

Ep #133: The Two Provisions That Just Made Your Checkbook Less Efficient

October 06, 2026

Half a percent. That's the new floor under every itemized charitable deduction this year, and it isn't even the provision on this list that costs you the most. In this episode, Jared walks through two provisions inside the One Big Beautiful Bill Act that took effect this tax year and quietly changed what it costs a surgeon in the top bracket to give to charity: a new 0.5% of AGI floor on itemized charitable deductions, and a cap on the value of those deductions at 35% instead of the old 37% r...

Ep #132: Closing the Contribution Gap: The Payroll Math, the Super Catch-Up, and the Cash Balance Lever

September 30, 2026

What percentage of your paycheck is actually going into your 401(k) right now, this pay period, not what you elected back in January? If you'd have to go check, you're not alone. In this episode, Jared breaks down a new wrinkle in this year's contribution limits: surgeons turning 60 through 63 get a super catch-up of $11,250 that replaces, rather than stacks with, the standard $8,000 catch-up, bringing the total to $35,750. He walks through the payroll math on a stale January election (a flat...

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Frequently asked questions

Here's some frequently asked questions for
The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons
:

How do I get in touch with The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons?

The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons is hosted by Jared Paul. Its publicly listed email is jared@capablewealth.com. For guest bookings, the host or producer is usually the best person to reach. Podseeker helps you find direct host and producer contacts and pitch from your own inbox.

What is the email for The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons?

The publicly listed email for The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons: jared@capablewealth.com.

How many listeners does The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons have?

Podseeker estimates The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons reaches 100 to 1,000 listeners per episode. Only the publisher has exact numbers.

Who is an ideal guest for The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons?

The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons typically books working professionals with real expertise. Typical guest background: Business owners, healthcare practice leaders, and financial, tax, valuation, or transition specialists with practical expertise and firsthand experience relevant to surgeons or business growth. Common among recent guests: Built and operated successful businesses; Demonstrated expertise in business growth, finance, or practice transitions. Recent guests include Dan Casey and Brendan McCann.

How hard is it to get booked on The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons?

Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.

What topics does The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons cover?

Recent episodes cover Orthopedic Surgery, Wealth Management, Tax Planning, Practice Management, and Retirement. Pitch an idea tied to one of these topics and mention a recent episode.

Publicly listed emails

jared@capablewealth.com

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