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

Alyssa Miranda

October 19, 2022

Savings, Retirement Planning, Investing, Services Offered, Student Debt, Taxes, Financial Planning, Estate Planning, Budget

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:

Alyssa Miranda

December 1, 2021

Estate Planning

Doctor's Estate and Inheritance Tax [Podcast]

Alyssa Miranda

December 1, 2021

Estate Planning

Doctor's Estate and Inheritance Tax [Podcast]

Whether you are on the receiving end of an inheritance or are doing your own estate planning, today’s podcast topic is something every doctor needs to be thinking about.

Alyssa Miranda

August 18, 2021

Estate Planning, Financial Planning, Taxes

5 Key Estate Planning Tips for Doctors [Podcast]

Alyssa Miranda

August 18, 2021

Estate Planning, Financial Planning, Taxes

5 Key Estate Planning Tips for Doctors [Podcast]

If you’re unfamiliar with the term, estate planning is the preparation of tasks to manage an individual's assets in the event of their death. This may seem like a far-off notion to some doctors, but you should be thinking about estate planning today!

Alyssa Miranda

November 4, 2020

Financial Planning, Services Offered

Doctors, What is a Financial Plan? [Podcast]

Alyssa Miranda

November 4, 2020

Financial Planning, Services Offered

Doctors, What is a Financial Plan? [Podcast]

Today’s podcast is all about financial plans. As you well know, every doctor needs a plan when going into surgery. Well, doctors need a plan when meeting with their advisor as well. We will cover what should be included in a financial plan and what you need to know when you sit down with an advisor.