Aden and David are joined by special guests – Dr. Lewis Marshall, a longtime client of Capital Partners and his financial adviser, David Rossbach.
Dr. Marshall shares his retirement journey, from his early career aspirations to becoming a sexual health physician, and how he navigated the financial planning process later in life. He provides insights into the challenges doctors face in managing their finances and the importance of having a trusted advisor to guide you through retirement.
- (0:35 – 4:00) The journey into becoming a sexual health physician
- (4:01 – 11:00) The misconceptions and prevalence of STDs across all socioeconomic groups
- (11:01 – 18:30) Dr. Marshall on his financial journey
- (18:31 – 24:30) The importance of having something to retire to
- (24:31 – 32:00) Fears about retirement
