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, Retirement Planning, Savings
Alyssa Miranda
SECURE Act 2.0: Can Doctors Roll Over 529 Plans ...

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.

SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]
Taxes, Financial Planning
Alyssa Miranda
4 Tax Rules for Doctors’ IRA Contributions ...

As we approach Tax Day, it's essential to ensure you've maximized your IRA contributions for 2023, so today we're tackling the intricacies of IRA contributions and tax rules. Let's dive into four crucial rules to consider when funding your IRA and filing taxes.

4 Tax Rules for Doctors’ IRA Contributions [Podcast]

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Investment Chutes and Ladders for Doctors [Podcast]

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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.

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.