401k

Physical and Financial Health for Doctors [Podcast]

Physical and Financial Health for Doctors [Podcast]

In the past have you set sparkling New Year's resolutions, only to have them fizzle out by February? We can to help you achieve your goals this year! How, might you ask? By showing you the steps to create (and stick to) your personal and financial goals.

We invite you to join us this week as we talk about setting goals to improve your physical and financial health, and the pathway to achieving them!

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.

Investment Chutes and Ladders for Doctors [Podcast]

Investment Chutes and Ladders for Doctors [Podcast]

We know your financial well-being isn’t a game, so this week Katherine is interviewed by Brown University's Dr. Kristy McAteer as they discuss some strategies for climbing your investment ladders, and help you avoid some perilous financial chutes.

A Doctor's Side Gig Income: Consulting [Podcast]

A Doctor's Side Gig Income: Consulting [Podcast]

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 focused mainly on consulting.

Retirement Basics for Doctors [Podcast]

Retirement Basics for Doctors [Podcast]

Preparing for retirement takes time, so start planning early in your career!

This week Katherine is interviewed by Brown University's Dr. Kristy McAteer. They have an info-packed discussion about what to expect leading up to, and transitioning into, retirement.


The Tax Triangle for Doctors [Podcast]

The Tax Triangle for Doctors [Podcast]

Doctors, when it comes down to it, retirement is likely going to be the most expensive purchase of your lives. As a business that deals directly with doctors’ personal financial concerns, we get many questions: “Will I have enough money to retire?”, “When will I run out?”, etc. But one question we don’t get very often, that should be asked is: “Is my money positioned in the right type of accounts?” Today we will discuss the different types of retirement accounts, their tax consequences, and how to get the most out of them when it really matters.