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Physician Family Financial Advisors Podcast

Jul 27, 2022

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 physician moms and dads? How might they help physicians in the process of giving their children money? Tune in...


Jul 13, 2022

A physician has made the decision to change jobs or move out of state. What answers should a physician receive before they accept a new position? What key factors should a physician know before they establish new residency, such as taxes, insurance, debt, and retirement? How should a physician plan their move to avoid...