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Physician Family Financial Advisors Podcast

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...


Sep 7, 2022

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 balance plan offer these huge tax savings? A physician who skips over a defined benefit plan could miss out...