Preview Mode Links will not work in preview mode

Physician Family Financial Advisors Podcast

Nov 16, 2022

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 about these changes and how to adjust your IRA, 401K, and HSA accounts accordingly. These...


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...


Oct 19, 2022

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 your retirement goals, and how long it will take to get there. Tune in today to learn how doctors can...


Oct 5, 2022

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 on taxes when money is deposited for future health care expenses. So, how does a physician qualify for...


Sep 21, 2022

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 in for answers to these important life insurance questions and to find out how much life insurance a...