Services Offered
Alyssa Miranda
MGMA Data for Our Doctors

We have some exciting news! Recently we purchased Medical Group Management Association (MGMA) compensation benchmark data for our clients. MGMA is considered the gold standard for compensation data. They mostly put out information for physicians, but there is some data for dentists as well.

MGMA Data for Our Doctors
Retirement Planning, Financial Planning
Alyssa Miranda
5 Things Every Doctor Should Consider Before ...

The last few years before you hang up your stethoscope can be critical to a doctor's successful retirement. In this episode of More Money Minutes for Doctors, Katherine Vessenes, CEO and founder of MD Financial Advisors, covers the five things every doctor should do before handing in their resignation.

5 Things Every Doctor Should Consider Before Retiring
Retirement Planning, Financial Planning, Investments
Alyssa Miranda
Doctors and Roth Accounts: Saving Millions for ...

Many of our doctors are confused about Roth accounts, which ones they can have, and how they differ. In today’s podcast, Katherine Vessenes, CEO and founder of MD Financial Advisors, breaks down the differences between Roth IRAs and Roth 401ks and Roth 403bs. She highlights how they can work individually and together to help doctors feel more confident in their investments and retirement. 

Doctors and Roth Accounts: Saving Millions for Retirement
Financial Planning
Alyssa Miranda
Doctors and Financial Planning FOMO

Have you ever thought about FOMO, that fear of missing out? There is both good FOMO and bad FOMO. Today, Katherine sat down with Ben Kirchner, one of our Financial Advisors, for a Q and A about how to ignore the bad FOMO (like wishing you had invested in Apple 20 years ago) and embrace the good FOMO that can help build an incredibly solid foundation for the future.

Doctors and Financial Planning FOMO
Taxes
Alyssa Miranda
Organizing Your Tax-Relevant Documents: Quick ...

Tax Day will be here before we know it! Today's discussion revolves around a topic that promises to ease your future burdens: organizing your 2023 tax-related documents and beyond.

Organizing Your Tax-Relevant Documents: Quick Tips for Doctors

Taxes

Rich Doc. Broke Doc. Tax Shelters Rich Docs Use to Build Their Wealth Tax-Efficiently.

Rich Doc. Broke Doc. Tax Shelters Rich Docs Use to Build Their Wealth Tax-Efficiently.

It is crucial for doctors to understand the differences in retirement accounts if they want to maximize their wealth. Two popular choices, the Sep IRA and the Solo 401K, present distinctive benefits, limitations, and considerations. Here, we break down the key elements of each, shedding light on their respective advantages and limitations.

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

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

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:

2022 Proposed Tax Changes that Will Impact Doctors

2022 Proposed Tax Changes that Will Impact Doctors

We can finally let out a sigh of relief as we put tax season 2021 behind us! This means we have plenty of time to prepare for the 2022 tax season, and educate ourselves on the proposed tax changes.

As we do every year, we are watching for any changes in federal and state tax law that will affect our doctors in the next year, and impact their retirement.

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Side Gig Income: Consulting

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Side Gig Income: Consulting

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 going to be focused mainly on consulting.

Are you ready to take the next steps in securing your financial future? Click here to book a complimentary consultation with one of our team members.