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Physician Family Financial Advisors Podcast

Dec 29, 2021

You conquered a big goal when you became a doctor, so setting financial goals should come easy to you, right? Maybe not. A goal that’s not specific, measurable, attainable, rewarding, and timely is just a dream. So, how specific do goals need to be for them to come true for you?  Listen for a discussion about goals...


Dec 15, 2021

Doctors are smart people, and personal finance isn't rocket surgery, so you might be curious about whether you really need a financial advisor or not. A good advisor can help you get a better outcome and a great one can make a huge difference in your life. But what if you have what it takes to be your own best financial...


Dec 1, 2021

As a doctor, does the word “budget” spark a sense of dread? Your days in Residency were the epitome of frugality but now that you’re an attending, the financial responsibilities have piled up. When you look at paying off your student loans, investing for retirement, saving for college, paying down your mortgage...