How do you pivot from 25 years in emergency medicine to building a solo financial planning firm? Dr. Jeff Finance reveals how he mastered reinvention without losing his purpose.
In this episode of Unfiltered Solopreneur, host Nikhil Vaish sits down with Jeff Weintraub, an ER physician turned financial planner, who now helps clients maximize wealth, health, and happiness. Jeff shares how he built his boutique practice from scratch—without consultants or corporate backing—while balancing freedom, family, and client value.
Key Topics Covered:
Why he left a “life-or-death” ER career for financial planning
How to pivot careers without burnout or losing your identity
The power of side hustles that evolve into full-time work
Flat-fee financial planning vs. traditional AUM conflicts
How to price services around client value, not industry norms
Why solopreneurs must wear multiple hats (compliance, IT, branding)
The mantra: “Master the intersection of wealth, health, and happiness”
Perfect for solopreneurs, career-changers, or professionals considering reinvention who want practical steps to build freedom, purpose, and financial confidence.
#CareerPivot #SolopreneurJourney #FinancialLiteracy #FlatFeeAdvisor #LifeFulfillment #EntrepreneurMindset #HealthWealthHappiness
Guest Details Jeff Weintraub, MD, MBA, CFP® — Founder & Principal, Dr. Jeff Finance, LLC
Website: drjefffinance.com
LinkedIn: linkedin.com/in/jeff-weintraub1
Resources & Links Books mentioned in this episode:
Die with Zero Book by Bill Perkins
From Nikhil:
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