Budget

Doctors, Here are 10 Questions to Ask Your Prospective Financial Advisor [Podcast]

Doctors, Here are 10 Questions to Ask Your Prospective Financial Advisor [Podcast]

Want to start building your investments and planning for retirement? Have no idea where to start the conversation about your personal finances? Well, you’re not alone!

Here are the top 10 questions to ask when comparing prospective financial advisors:

Love and Money for Doctors [Podcast]

Love and Money for Doctors [Podcast]

Love is in the air this month, but there's something familiar to us all that has the ability to turn that air sour. Money. Love and money are both something we'd consider human necessities, but they don't always mesh well.

Studies have shown that roughy 40% of divorces occur because of how the other spouse handled money. Let's keep the love alive!

Join us this week as Katherine and Kristy talk about love and money. Specifically how to broach the subject with your significant other before it has the chance to cause heartbreak.
We invite you to join us this week as we talk about setting goals to improve your physical and financial health, and the pathway to achieving them!

Physical and Financial Health for Doctors [Podcast]

Physical and Financial Health for Doctors [Podcast]

In the past have you set sparkling New Year's resolutions, only to have them fizzle out by February? We can to help you achieve your goals this year! How, might you ask? By showing you the steps to create (and stick to) your personal and financial goals.

We invite you to join us this week as we talk about setting goals to improve your physical and financial health, and the pathway to achieving them!

Financial Margins for Doctors [Podcast]

Financial Margins for Doctors [Podcast]

We often mention the phrase “financial wellness”, but what does that actually mean, and what does it look like? Surprisingly, it looks a lot like wellness in every other part of your life; this is achieved in-part by putting upper and lower limits in place to make sure you account for the unknown and make space for what matters.

Investment Chutes and Ladders for Doctors [Podcast]

Investment Chutes and Ladders for Doctors [Podcast]

We know your financial well-being isn’t a game, so this week Katherine is interviewed by Brown University's Dr. Kristy McAteer as they discuss some strategies for climbing your investment ladders, and help you avoid some perilous financial chutes.

A Doctor's Side Gig Income: Consulting [Podcast]

A Doctor's Side Gig Income: Consulting [Podcast]

This week Katherine interviews Jim Mangraviti, Jr, Esq. principal of SEAK. Founded in 1980, SEAK’s purpose is to help doctors learn how they can supplement their income through non-clinical work. Today’s conversation is focused mainly on consulting.

Retirement Basics for Doctors [Podcast]

Retirement Basics for Doctors [Podcast]

Preparing for retirement takes time, so start planning early in your career!

This week Katherine is interviewed by Brown University's Dr. Kristy McAteer. They have an info-packed discussion about what to expect leading up to, and transitioning into, retirement.


7 Things Doctors Should Know When Transitioning to an Attending [Podcast]

7 Things Doctors Should Know When Transitioning to an  Attending [Podcast]

Graduation is just around the corner for many residents and fellows. Over the many years we’ve been helping doctors, we have identified 7 key points they should consider when transitioning to an attending position. These crucial points will protect their financial goals now and in the future. Today we will discuss these steps, and why they are so important.

Doctor's Penny Pinching Tips [Podcast]

Doctor's Penny Pinching Tips [Podcast]

At the end of each year, we take time to reflect on what we’ve done over the past twelve months and what we want to do better next year. One of the most common New Year’s Resolutions we see doctors make: Save more money. Whether the funds are for a big trip, education, paying off debt, retirement or just in general, we’ll cover some of the best ways to save a little extra this upcoming year.