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.
Doctors and Financial Planning FOMO [Podcast]
SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]
4 Tax Rules for Doctors’ IRA Contributions [Podcast]
Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [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.
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]
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]
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.