Services Offered
Alyssa Miranda
Contract Review for Doctors: Part 2 [Podcast]

If you missed part one of this series where Katherine discussed base pay, bonuses, restrictions, arbitration, and general tips, you can listen or read more about it here. Today we’ll cover common benefits in doctor contracts and what can be negotiated.

Contract Review for Doctors: Part 2 [Podcast]
Services Offered
Alyssa Miranda
Contract Review for Doctors: Part 1 [Podcast]

Doctors, I'm sure you've looked at your employment contract and were probably taken aback with all the legal jargon. There are so many pages of information which can be so hard to understand. I find a lot of doctors, particularly young doctors, are exhausted and so burnt out that the first contract that comes their way, they just want to sign and be done with the pain.

Contract Review for Doctors: Part 1 [Podcast]
Financial Planning, Retirement 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 [Podcast]
Financial Planning, Retirement Planning, Savings
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 [Podcast]
Financial Planning
Alyssa Miranda
Doctors and Financial Planning FOMO [Podcast]

Today Katherine Vessenes is joined by Ben Kirchner as they financial planning FOMO.

Doctors and Financial Planning FOMO [Podcast]

Financial Planning

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5 Things Every Doctor Should Consider Before Retiring [Podcast]

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5 Things Every Doctor Should Consider Before Retiring [Podcast]

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.

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Doctors and Roth Accounts: Saving Millions for Retirement [Podcast]

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Doctors and Roth Accounts: Saving Millions for Retirement [Podcast]

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.

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SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

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SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

You may have heard the buzz surrounding developments with SECURE Act 2.0. Today, we're diving into the new IRS rules that would allow rolling over 529 plans into a Roth IRA. Let’s unravel this news and determine if it's a viable option for you.

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

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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:

The Doctors's Cascade Catastrophe Plan [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.

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Inflation Info for Doctors [Podcast]

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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?

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.