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Physician Family Financial Advisors Podcast


Nov 2, 2022

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 purchase investments, trusting that the market will rise again as it has in the past. Are you prepared with a spread of investments? If all of your money is in stocks, it’s time to reconsider those investments. Tune in today to learn about the Investor Smile and why now is still a great time to invest money.

 

ASK A QUESTION

 

Send your questions about taxes, investing, extra money, retirement, college, and financial parenting to podcast@physicianfamily.com or call the Physician Family Answer Line at (503) 308-8733.

 

IN THIS EPISODE

 

  • [01:30] Should physicians slow down on their investment right now?
  • [03:30] Is it still a good idea to invest right now?
  • [4:34] What is the Investor Smile?
  • [11:38] Advice for someone who is ready to retire in the next couple of years.
  • [14:18] Announcement of the guide, Overtaxed Doctors Guide to Retirement 2022 Edition.

 

LINKS MENTIONED

 

Email podcast@physicianfamily.com to get the Overtaxed Doctors Guide to Retirement 2022 Edition Guide

 

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.