🎯 Confused about how to grow your money, avoid costly mistakes, and keep more of what you earn? If you’re overwhelmed by wealth management, tax strategies, and financial planning—this episode is for you.
📌 In this episode of All Things LOCS, Dr. Dan Neissany, DPT, and Antonio Garcia sit down with Gerard Magee, wealth manager and tax strategist, to explore how healthcare leaders and business owners can create financial clarity. Gerard breaks down the myths around money, shares strategies for building long-term wealth, and explains how to protect your assets while growing your practice—without relying on more patients or insurance reimbursements.
🎯 Confused about how to grow your money, avoid costly mistakes, and keep more of what you earn? If you’re overwhelmed by wealth management, tax strategies, and financial planning—this episode is for you.📌 In this episode of All Things LOCS, Dr. Dan Neissany, DPT, and Antonio Garcia sit down with Gerard Magee, wealth manager and tax strategist, to explore how healthcare leaders and business owners can create financial clarity. Gerard breaks down the myths around money, shares strategies for building long-term wealth, and explains how to protect your assets while growing your practice without relying on more patients or insurance reimbursements.
Beyond his financial expertise, Gerard opens up about his 22-year career in the U.S. Air Force, where discipline, mission clarity, and accountability shaped his leadership style. He shares experiences of overcoming major personal and health challenges during his service, and the lessons in resilience that continue to guide him today.
Whether you’re an entrepreneur, a professional, or someone seeking to build long-term wealth, this conversation blends practical money advice with a moving story of perseverance.
âś… Key Takeaways
🔹 How to start building wealth no matter your income level
🔹 Why common money myths and financial misconceptions hold healthcare leaders back
🔹 Actionable steps for balancing risk tolerance with growth in your personal and business finances
🔹 Dan and Antonio's take on financial literacy as a leadership skill
🔹 How to use wealth management and tax strategy to create sustainable growth
Want help implementing these strategies in your clinic?
đź’¬ Book a free strategy session: https://calendly.com/dan-dpt/strategy-callVisit https://tbpstrategies.com for free resources and training.
đź”— Connect with Gerard Magee at Imagine Advisors: https://www.imagineadvisors.com/
⏱️ Timestamps
00:00 – Intro to Gerard Magee
01:16 – Misconceptions about money and starting to invest
05:23 – The mindset that “money is evil” and cultural views on wealth
12:31 – Tax strategists, preparers, and wealth managers explained
22:00 – Lessons from the military: mission clarity and accountability
28:00 – Transition challenges when leaving military service
32:00 – Discovering purpose, plans, and long-term vision
48:00 – Coping with stress, locus of control, and resilience
53:00 – Financial planning: breaking down big problems into manageable parts
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