Insurance

Doctors, What is a Financial Plan? [Podcast]

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.

How Much is Enough DI for Doctors? [Podcast]

How Much is Enough DI for Doctors? [Podcast]

Here at MD Financial, we think that a better educated client is a BETTER CLIENT. On today's episode of “More Money Minutes for Doctors” we are focusing on Disability Insurance (DI). This is one of the first things we bring up in an introductory meeting with our clients because focusing on protecting your income is top of the list for things to consider. We’ll tackle questions like: “Why might the DI I have be enough?”, “What are the different levels of policies?”, and “Who’s policy should I go with?”