Tax Triangle — MD Financial Podcast — MD Financial Advisors - Financial Planning for Doctors

Tax Triangle

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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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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.

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Retirement Basics for Doctors [Podcast]

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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.


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7 Things Doctors Should Know When Transitioning to an Attending [Podcast]

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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.

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Tax-Efficient Investing for Doctors [Podcast]

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Tax-Efficient Investing for Doctors [Podcast]

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.

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.