Estate Planning

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

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

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:

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?

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.

Doctors, Do You Need Life Insurance? [Podcast]

Doctors, Do You Need Life Insurance? [Podcast]

Doctors: we know that many of you have existing life insurance policies in place, so you probably don’t need to consider anything further regarding the subject. But we’re here to tell you that simply is not true! At MD Financial, we let our doctors know when they have a current policy worth keeping, and have helped many find EVEN BETTER policies than the one they had prior. Come learn and listen to find out if you need to consider Life Insurance, and when you should re-evaluate your existing policy.