7 Steps for 2020 R&F's

In this video, MD Financial Advisors' Chief Financial Officer, Josh Lantz, CRPC®, discusses 7 money matters every Resident or Fellow needs to address before becoming an Attending.

There are probably few people that have had a crazier spring than you: a doctor finishing your training during a worldwide pandemic.  We know there are lots of things on your mind as you finish up this spring, so we made a cheat sheet on what you need to think about, finance-wise, in the coming weeks and months. Take a look below, or in the video, and let us know if you have any questions or concerns.

We'd be more than happy to set up a meeting to discuss any of these items, as well as anything else on your mind. In fact, we’ve blocked out a whole week just for our Doctors becoming Attendings this year: May 19th-22nd. Of course, we can meet other weeks if it works better for you. Please reach out to our schedule guru, Sarah, at sarah.baxter@mdfinancialadvisors.com to set up your meeting.

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Josh Lantz, CRPC®, CFO and Financial Advisor at MD Financial works diligently with all our teams to coordinate the services we provide for our clients. He wants to make sure all our clients have sound, fiscally responsible, financial plans and feel more comfortable about their future. He can be reached at Josh@mdfinancialadvisors.com.