Episodes: 134
Frequency: Irregular
Rating: 5.0/5.0
Estimated listeners: 100 - 1,000
Gender skew: Male
Listener location: USA
Publicly listed emails
jared@capablewealth.com
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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...
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.
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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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.
The publicly listed email for The Ortho Money Show : Money, Business, and Life Strategies for Orthopedic Surgeons: jared@capablewealth.com.
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.
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.
Low. A guest with relevant expertise and a clear angle for its audience has a realistic chance.
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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