What happens when highly successful physicians spend years mastering medicine but receive almost no education about managing their own finances?

In this episode of the NY Professional Spotlight Podcast, Roman Kirzhner sits down with Eric Mangold, Founder of Argosy Wealth Management, to discuss why financial planning is so important for physicians and how trust, relationships, and long-term planning create lasting financial confidence.

Eric explains why many physicians view money as a taboo subject, the financial challenges they often face throughout their careers, and why protecting wealth is just as important as growing it. He shares how his client-first approach focuses on building trust, understanding each client's personal goals, and creating comprehensive financial strategies that protect what they've built before pursuing long-term growth.

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What if the biggest gap in your financial plan isn't your investments—but the lack of communication between your advisors?

In this episode of the NY Professional Spotlight Podcast, host Roman Kirzhner sits down with financial advisor Thomas Martin, founder of Martin Strategic Wealth, to discuss why successful financial planning requires more than investment management. Thomas explains how coordinating financial advisors, CPAs, estate planning attorneys, and other professionals helps clients make smarter decisions and avoid costly mistakes.

Drawing from more than 12 years of experience, Thomas shares how he helps business owners prepare for successful business exits, works with engineers and executives on retirement planning, and specializes in creating financial strategies that align every part of a client's financial life.

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What happens to a child with special needs when their parents are no longer there to care for them? In this episode of the NY Professional Spotlight Podcast, Roman Kirzhner sits down with CPA, financial planner, and author Mike Ringel to discuss one of the most important financial planning conversations families can have.

Mike shares how his career evolved from public accounting and entrepreneurship into a mission-driven practice focused on helping families with children and adults who have special needs. He explains why these families must plan for two lifetimes, how thoughtful financial planning can protect government benefits, and why parents don't have to sacrifice their own retirement to secure their child's future.

During the conversation, Mike also discusses the importance of finding your professional niche, building a business around purpose, creating long-term passive income, and surrounding yourself with the right team to maximize your strengths.

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Are you a successful business owner or professional with insights to share? Apply to be a guest on https://nyprofessionalspotlight.com/guest and share your expertise with a wide audience eager to learn about you.