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.

The Doctors's Cascade Catastrophe Plan [Podcast]

The Doctors's Cascade Catastrophe Plan [Podcast]

When things go wrong or when the unexpected happens (like all of 2020) we want our clients to feel that they’re prepared. This is why we help our clients build a “Cascade Catastrophe Plan.” With this plan in place, our doctors are able to take financial obstacles in stride without throwing off their whole retirement plan.

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.

9 Retirement Landmines of Doctors [Podcast]

9 Retirement Landmines of Doctors [Podcast]

Two items we talk about in every first meeting we have with doctors are: retirement, and financial independence. It’s common knowledge in the financial world that doctors already start at a disadvantage for retirement. By the time doctors are attending and able to start saving significant amounts toward retirement, other professionals have had a decade of retirement savings under their belt.

Inflation Info for Doctors [Podcast]

Inflation Info for Doctors [Podcast]

Today’s topic is something you’ve likely heard about in the news quite a bit: inflation. Inflation occurs when the prices of goods and services increase steadily over time. This results in consumers buying fewer of these goods and services with every dollar they have saved. Can we predict it? How do we prepare for it? How can we rest at night with so little control over it?

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.


Risk Tolerance for Doctors [Podcast]

Risk Tolerance for Doctors [Podcast]

How do you know if you are taking the right amount of risks in your investment portfolio? This is a common quandary among our clients, because the “right amount of risk” for you today, can and will change in the future. Today’s episode will cover the many ways we assess doctors’ risk tolerance.

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.

Top Mistakes Doctors Make with their Finances [Podcast]

Top Mistakes Doctors Make with their Finances [Podcast]

Through the years, Katherine has seen certain mistakes repeated among physicians and dentists. To better understand and then correct these mistakes, Katherine joins Dr. Kristy McAteer, from Brown University, to discuss the biggest blunders she sees, and how to take actionable steps to correct them.

Contract Reviews for Doctors [Podcast]

Contract Reviews for Doctors [Podcast]

Contracts can be confusing with their legal jargon and dozens of pages. Often, our doctors know what to expect for income but are not so sure about how other benefits compare and which benefits they really need. One of the many services we provide our clients is a financial review of prospective employment contracts.

Tax-Efficient Investing for Doctors [Podcast]

Tax-Efficient Investing for Doctors [Podcast]

Special guest Josh Lantz, CRPC®, Chief Investment Officer and Financial Advisor, joins Katherine Vessenes, JD, CFP® in today’s podcast about tax-efficient investing. We call Josh “our investment guru” around the office which is why we are excited to have him here today! With tax season upon us, you may be wondering what you could do differently to minimize taxes in retirement. Today’s episode is all about how we do this for our clients using 3 tax-efficient strategies. When it comes to investing, it’s not what you make, it’s what you keep. We want to help you plan, protect and prosper.