Top 12 Stumbling Blocks We See with Doctors' Finances [Podcast]

MD Financial’s goal is to provide more time and wealth to doctors, with less stress

Here at MD Financial, we think that a better educated client is a BETTER CLIENT. Our goal in “More Money Minutes for Doctors” is to teach you many of the stumbling blocks that doctors have encountered during their journey. This will help save you from unnecessary stress and heartache, and provide you with a more stable financial future. In today’s episode, Katherine Vessenes, JD, CFP®, CEO and Founder of MD Financial Advisors discusses the top problems she has seen through the years.

From Katherine’s childhood through her career at MD Financial Advisors, she has seen the catastrophic affects from doctors not fixing these top 12 problems:

  1. Not realizing the shorter time frame to save

  2. Overwhelmed with debt

  3. Making bad decisions

  4. Not understanding investing, in general

  5. Not considering the taxes

  6. Don’t know where the money actually goes

  7. Overspending

  8. Burnout

  9. Haven’t thought about the future

  10. Too busy

  11. Underestimating how much is needed for retirement

  12. Not properly protecting your family

If you feel that any of these problems apply to you, contact Info@MDFinancialAdvisors.com to set up a consultation, where we can discuss solutions and how to get you MORE TIME AND WEALTH, WITH LESS STRESS.


Listen on Apple Podcast or Google Podcast

CONTACT US

1-888-256-6855

Info@MDFinancialAdvisors.com

Katherine Vessenes, JD, CFP®, is the founder and CEO of MD Financial Advisors who serve 500 doctors from Hawaii to Cape Cod. An award-winning Financial Advisor, Attorney, Certified Financial Planner®, author and speaker, she is devoted to bringing ethical advice to physicians and dentists. She can be reached at Katherine@mdfinancialadvisors.com.