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Today Katherine Vessenes is joined by Ben Kirchner as they financial planning FOMO.
Mastering the Minimum Effective Financial Dosage for Doctors [Podcast]
![Mastering the Minimum Effective Financial Dosage for Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1706895186221-882KG3YC6GIHVNTJGYAG/towfiqu-barbhuiya-w8p9cQDLX7I-unsplash.jpg)
Welcome back to More Money Minutes for Doctors. Today we delve into a crucial topic: determining the minimum effective financial dosage for doctors to achieve lasting financial security.
In the realm of financial advice, countless articles offer tips for enhancing your finances. However, just as doctors prescribe the minimum effective dose for patients, should there not be a similar approach for doctors managing their finances? Let’s explore this concept.
A Doctor's Guide to Avoiding Four Crucial Financial Pitfalls [Podcast]
![A Doctor's Guide to Avoiding Four Crucial Financial Pitfalls [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1700671737506-L470MNAUY9OBX7QH7PUG/Man+climbing+mountatin.jpg)
Managing personal finances can often take a back seat to a doctor’s demanding schedules. However, overlooking key financial decisions in the early stages of a medical career can lead to long-term setbacks. Today we’re discussing common financial mistakes made by young doctors and offer strategies to avoid them.
Rich Doc. Broke Doc. Tax Shelters Rich Docs Use to Build Their Wealth Tax-Efficiently. [Podcast]
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It is crucial for doctors to understand the differences in retirement accounts if they want to maximize their wealth. Two popular choices, the Sep IRA and the Solo 401K, present distinctive benefits, limitations, and considerations. Here, we break down the key elements of each, shedding light on their respective advantages and limitations.
Rich Doc. Broke Doc. Key Numbers Every Doctor Who Wants To Be a Rich Doc Needs to Know. [Podcast]
![Rich Doc. Broke Doc. Key Numbers Every Doctor Who Wants To Be a Rich Doc Needs to Know. [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1693928179088-IMCFC8PW35FVTRP1QWYF/pexels-karolina-grabowska-4386321.jpg)
Midterms and Markets for Doctors [Podcast]
![Midterms and Markets for Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1666802487271-Z9T16VE4E9FH8Q0HCDWL/pexels-olya-kobruseva-5561913.jpg)
Financial Margins for Doctors [Podcast]
![Financial Margins for Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1634912779905-UIM5RZJN2GRN6ZAQIM34/small-tim-johnson-unsplash.jpg)
We often mention the phrase “financial wellness”, but what does that actually mean, and what does it look like? Surprisingly, it looks a lot like wellness in every other part of your life; this is achieved in-part by putting upper and lower limits in place to make sure you account for the unknown and make space for what matters.
7 Things Doctors Should Know When Transitioning to an Attending [Podcast]
![7 Things Doctors Should Know When Transitioning to an Attending [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1621435965742-57Q385FQXJ4M2A1OI0N6/clay-banks-cEzMOp5FtV4-unsplash.jpg)
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.
Tax-Efficient Investing for Doctors [Podcast]
![Tax-Efficient Investing for Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1619460319375-DZ0FCROUH3HT7KTA0I50/piret-ilver-98MbUldcDJY-unsplash.jpg)
Special guest Josh Lantz, CRPC®, Chief Investment Officer and Financial Advisor, joins Katherine Vessenes, JD, CFP® in today’s podcast about tax-efficient investing. We call Josh “our investment guru” around the office which is why we are excited to have him here today! With tax season upon us, you may be wondering what you could do differently to minimize taxes in retirement. Today’s episode is all about how we do this for our clients using 3 tax-efficient strategies. When it comes to investing, it’s not what you make, it’s what you keep. We want to help you plan, protect and prosper.
4 Steps to Home Buying for Doctors [Podcast]
![4 Steps to Home Buying for Doctors [Podcast]](https://images.squarespace-cdn.com/content/v1/561feb4ee4b0de0eb30d6d3c/1611809920046-XMNGCUO843P57Z52ON7R/wynand-van-poortvliet-_jmagbo2dnk-unsplash.jpg)
Is buying a new home on your to-do list for this year? It can be an exciting and monumental task. So where do you begin? Today’s episode of “More Money Minutes for Doctors” will cover everything you need to know to get started, including: creating a budget, finding the right loan, and what actually adds value to a home.