Student Debt

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

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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:

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Investment Chutes and Ladders for Doctors [Podcast]

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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.

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

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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.

Are you ready to take the next steps in securing your financial future? Click here to book a complimentary consultation with one of our team members.