Be Intentional with the Geometry of Wealth

What this episode covers

Wealth planning can be very complex if we want it to be. Many advisors make it very complex to the point it can be very intimidating for us, the healthcare professionals. But it does not have to be. Parth Shah had drilled it down to simple geometries that we all are familiar with: The Square, the Triangle, and the Circle. He is also inviting to be intentional. Please enjoy! If you have any comments or feedback, please email me at [email protected].

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Frequently Asked Questions

How long is this episode of How is my Financial Health, Doc??

This episode is 46 minutes long.

When was this How is my Financial Health, Doc? episode published?

This episode was published on June 28, 2026.

What is this episode about?

Wealth planning can be very complex if we want it to be. Many advisors make it very complex to the point it can be very intimidating for us, the healthcare professionals. But it does not have to be. Parth Shah had drilled it down to simple...

Can I download this How is my Financial Health, Doc? episode?

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