Savings

SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

You may have heard the buzz surrounding developments with SECURE Act 2.0. Today, we're diving into the new IRS rules that would allow rolling over 529 plans into a Roth IRA. Let’s unravel this news and determine if it's a viable option for you.

Financial Considerations for Women in Medicine [Podcast with Dr. Kristy McAteer]

Financial Considerations for Women in Medicine [Podcast with Dr. Kristy McAteer]

Navigating the financial landscape in the field of medicine, where dedication to healing is paramount, involves unique considerations for doctors. Today, we explore the financial perspectives of women in medicine, particularly those who find themselves as primary breadwinners. While gender and finance present a broad topic, it's essential to recognize the disparities that may exist, not only in wages but also in the dynamics within households.

Understanding the Financial Dynamics of Pursuing a Doctor's Fellowship [Podcast with Dr. Kristy McAteer]

Understanding the Financial Dynamics of Pursuing a Doctor's Fellowship [Podcast with Dr. Kristy McAteer]

Deciding whether to embark on a medical fellowship is a significant choice that goes beyond the realms of medical expertise. While the focus has traditionally been on the medical and academics, it is increasingly crucial for doctors to consider the financial implications of such a decision.

Small Steps Toward Financial Freedom for Doctors [Podcast with Dr. Kristy McAteer]

Small Steps Toward Financial Freedom for Doctors [Podcast with Dr. Kristy McAteer]

Financial freedom is a goal that many aspire to achieve, and for good reason. It offers the promise of a life with choices, free from the constraints of financial stress. In the world of medicine, where the demands of the profession are high, finding financial freedom can be a crucial step towards a healthier, happier life. Here we will explore some practical steps—often overlooked—that can pave the way for doctors to attain financial freedom.

Doctors and Burnout [Podcast with Dr. Kristy McAteer]

Doctors and Burnout [Podcast with Dr. Kristy McAteer]

In the landscape of modern medicine, the alarming rise of burnout among physicians has prompted critical discussions about how to sustain your careers and well-being. With the ever-increasing demands of medical practice, doctors find themselves facing unique financial challenges. In this episode, we delve into the insights shared by Katherine and Kristy who sheds light on the financial implications of burnout and offers practical strategies for physicians to embrace a life of abundance and create sustainable financial plans.