HeyJaredThe Capable Wealth Podcast : Financial Freedom in Fifteen Minutes Or Less
The goal of this show is to bring you the strategies, resources, and tools that will help you move closer toward reaching your financial goals, all within 15 minutes or less, each episode.Over the course of the show, you'll hear about the best financial principles that have…
- Indexed episodes, last 90 days
- 8
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- Sep 9, 2026
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- Aug 16, 2026
Latest episodes
Ep 129: Your Practice Is Your Biggest Bet. Are You Treating It Like One? (opens the original)
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If your financial advisor put 46% of your portfolio into a single stock with no liquidity, no hedging, and no diversification, you'd fire them. That's roughly where most practice-owning surgeons already sit, just with the practice instead of a stock, and almost nobody frames it that way. In this episode, Jared breaks down why "my practice is my retirement plan" is one of the more dangerous sentences in surgeon finance: a retirement plan compounds, diversifies, and protects against risk, and a pr
Ep 127: Roth Conversions & The IRMAA Warning That Doesn't Apply To You (opens the original)
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Should you do a Roth conversion before year-end? Most articles warn that converting could push you into a higher Medicare IRMAA surcharge. In this episode, Jared Paul explains why that warning doesn't apply to most surgeons: your regular income already put you at the top IRMAA tier years ago. Jared breaks down the three-branch framework that should actually drive your conversion decision (when conversion helps, when deferral wins, and when a partial conversion into a low-income window beats both
Ep 126: The Cliff Nobody Tells You About (opens the original)
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Here's a number that should bother you: $773,000. That's what a surgeon in New York can owe in state estate tax on an $8 million estate, even while sitting $7 million under the new federal exemption. In this episode, Jared unpacks what the "permanent exemption" headline leaves out. The One Big Beautiful Bill Act set the federal estate and gift tax exemption at $15 million per person with no scheduled sunset, real and welcome news for most surgeons. But federal exemption and total exposure aren't
Ep #125: Life Beyond The OR: What The Best Practice Transitions Have In Common (opens the original)
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The happiest surgeons two years after a practice transition aren't the ones who got the highest multiple, and they aren't the ones who negotiated the most aggressive earn-out. They're the ones who knew what they were transitioning to. In Episode 4, Jared walks through the question that almost never shows up in transition planning: who are you when you're not a surgeon? He lays out what happens when that question goes unanswered, using a scenario where a surgeon nets $2.9 million from a practice
Ep #124: Why I Recommend Every Surgeon Get A Financial Second Opinion, And What To Look For (opens the original)
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You've ordered hundreds of second opinions in your career. Have you ever gotten one on your financial plan? In Episode 3, Jared makes the case for a financial second opinion. Financial services are built in silos: your CPA handles compliance, your advisor handles investments, your attorney handles the estate plan. Each does their piece well. Nobody's looking at how the pieces interact, and that's where the money leaks. Jared walks through the four areas a real second opinion should cover (entity
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