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Physician Family Financial Advisors
Are we on track for retirement?
38:58
 

Are we on track for retirement?

Jun 19, 2024

On today’s episode we answer more of your questions!

  • Are we on track for retirement?
  • My mom and dad need a little help with money - how much can I help?
  • Is now the right time to upgrade in house?
  • Another physician inheritance: what should I do with my extra money?
  • I am looking at hiring a financial advisor, what questions should I ask them?
  • I keep getting surprised with big tax bills, what am I doing wrong?


ARE YOU GETTING ALL THE TAX BREAKS YOU REALLY DESERVE?
To find out, get your copy of The Overtaxed Doctor's Retirement Investing Checklist at https://physicianfamily.com/go

GOT A QUESTION?
Write to us at [email protected].

NOTICE
Physician Family Financial Advisors Inc., a registered investment advisor, has reasonable belief that the information and content as a whole does not include any false or materially misleading statements or omissions of facts regarding services, investments, or client experience. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Information expressed does not take into account the specific situation or objectives of individuals and is not intended as recommendations appropriate for all individuals. Listeners are encouraged to seek advice from a qualified tax, legal, or investment adviser to determine whether any information presented may be suitable for their specific situation. Past performance is not indicative of future performance.

Smart Financial Advice for
Busy Physician Moms and Dads

Physician Family Financial Advisors Inc.
9450 SW Gemini Dr PMB 52736
Beaverton OR 97008-7105
[email protected]
(541) 463-0899

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