Ep. 34 - Financial Pitfalls and Best Practices for Breast Surgeons With Wealth Manager Matthew Rapoport

Are you building and protecting your wealth the right way? In this episode, wealth manager Matthew Rapoport joins the co-hosts to unpack the financial realities breast surgeons face throughout their careers. From common financial pitfalls to smart strategies for building and protecting long-term wealth, they explore how surgeons can take greater control of their financial future. It's a practical, eye-opening conversation about money, mindset, and making informed decisions beyond the operating room.

SPECIAL GUEST

Matthew R. Rapoport is a Senior Wealth Advisor with Focus Partners Wealth, providing financial counseling and analysis to high-net-worth individuals and families. Previously, Matthew worked as a Director with Joel Isaacson & Co., LLC advising clients in the areas of income tax, investments, estate planning, corporate benefits and retirement. Prior experiences include BNY Mellon Wealth Management and The Ayco Company. At BNY Mellon, Matthew authored white papers and spoke nationally on topics including wealth transfer, Roth IRA conversions and concentrated wealth strategies. Before joining BNY Mellon, Matthew worked as a Senior Financial Planner with The Ayco Company, a Goldman Sachs subsidiary. Ayco's core competency is providing sophisticated financial counseling to corporate executives. Matthew received his BS in Mathematics and MBA in Finance from Union College in Schenectady, NY and an MS in Taxation from the Zicklin School of Business in New York City. Matthew has also received the CERTIFIED FINANCIAL PLANNER® designation. Matthew enjoys running, reading, cooking, and spending time with his wife and two boys. Specialties: Investment Analysis and Research, Income Taxes, Estate Planning, Retirement, Insurance, Company Benefits including stock options, deferred compensation, 401(k) MEET THE CO-HOSTS

Michael Berry, MD is a breast surgical oncologist at the West Cancer Center in Germantown, TN. After practicing general surgery for 6 years, he completed a breast surgical oncology fellowship at UT Southwestern in Dallas in 2002. Upon leaving Texas, he moved to the Memphis, TN area where he was the first fellowship trained breast surgeon in the region; and this is where he remains today. Dr. Berry has long taught breast ultrasound diagnosis, intervention and ablation. However, his particular interest is in education, as he currently serves on the Breast Surgical Oncology Fellowship Training Committee, which oversees the fellowship programs in the U.S. and Canada. Dr. Berry is currently the president-elect of the American Society of Breast Surgeons and will begin his term as president in May of 2025.

Susan K. Boolbol, MD, FACS is the system chief of breast surgical oncology and breast program at Nuvance Health. She is a board-certified, fellowship-trained breast surgeon and performs a variety of breast cancer surgeries including lumpectomies and mastectomies. She has a special interest in oncoplastic surgery and nipple-sparing mastectomy; she is also a Hidden Scar certified surgeon. Dr. Boolbol's personal mission is to diagnose and successfully treat breast cancer and breast conditions while caring for the whole patient – emotionally and physically – every step of the way. Dr. Boolbol is the immediate Past President of the American Society of Breast Surgeons. She joined Nuvance Health after serving as chief of breast surgery at Mount Sinai Beth Israel Medical Center. She completed her breast surgery fellowship at Memorial Sloan Kettering Cancer Center after her residency in general surgery at New York Hospital-Cornell University Medical Center. Dr. Boolbol earned her medical degree from George Washington University School of Medicine.

Carla Fisher, MD, MBA, FACS is the Division Chief of Breast Surgery at the Indiana University School of Medicine and the Shawn Hanson Professor of Surgery. Dr. Fisher is also the director of the IU Dept of of Surgery Breast Surgical Oncology fellowship. She earned her medical degr