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Episodes
Why NOT Choose Physician Family Financial Advisors
As we look forward to 2023, we also look back on 2022. We found many physician families who are so happy they’ve been with us for years, and decades even, while others move on after a brief engagement. This got us...
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The Physician Retirement Time Machine
What do you need to focus on throughout your career to enjoy a happy retirement? Today, it’s time to hop in the “Physician Retirement Time Machine” to see how things might look a couple of decades from now. How can...
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The Simple Truth About College Savings for Doctors
What is the simple truth about college savings for doctors? When do physicians need to start saving for their children's college education? How much should a doctor save for public or private college and how can you...
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Three New Tax Mistakes Doctors Will Make in 2023
There are three new tax changes happening for 2023. Although they may seem insignificant, the changes can have big impacts for financial security down the road. Tune in to learn what you as a physician need to know...
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Should Physicians STOP Investing Now?
Nowadays, investments are looking unfavorable, which leads to the question: should physicians keep investing? The answer is yes! You should continue to invest. The state of the economy is creating an ideal time to...
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Physician Retirement: How to Double Your Money in Half the Time
Through strategy, habits, and mindset change, physicians can easily double their money in half the time to create a comfortable retirement. Using the rule of 72, you can determine the amount needed to invest to reach...
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The Single Best Tax Deduction for Physicians Might be the HSA
What might be the single best tax break for a physician’s family? Surprisingly, a health savings account (HSA) may be the right option for your physician family. An HSA account is a vehicle where a physician can save...
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How Much Life Insurance Do Doctors Really Need?
What does a physician need to know about life insurance? What is the difference between cash value and term insurance? Do you have at least the average amount a physician needs to have in a life insurance policy? Tune...
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How to Save Huge Taxes with a Cash Balance Plan for Physicians
Too often physicians will overlook benefits that can boost their retirement. A cash balance plan offers huge tax savings and is a type of defined benefit plan. So what are defined benefit plans, and how can a cash...
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What Every Physician Should Know About I-Bonds
I-Bonds are an excellent component of a physician’s fully-funded emergency fund. They are state income tax-free and they pay interest that is very similar or exactly the same as the inflation rate. But what are...
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The Eternal Physician, What if you never ever retire?
What would it look like if you never retire? What are the pros and cons of working for the rest of your life? What if there was a reason you could not retire? How might a physician structure their life? An eternal...
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Are UTMAs a no-no for physician mommies and daddies?
UTMAs can seem appealing to a physician for the tax break. However, using this account to hide money and present it to a child when they reach adulthood is a no-no. So then are UTMAs still a valuable tool for...
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