Taxes

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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:

2022 Proposed Tax Changes that Will Impact Doctors [Podcast]

2022 Proposed Tax Changes that Will Impact Doctors [Podcast]

We can finally let out a sigh of relief as we put tax season 2021 behind us! This means we have plenty of time to prepare for the 2022 tax season, and educate ourselves on the proposed tax changes.

As we do every year, we are watching for any changes in federal and state tax law that will affect our doctors in the next year, and impact their retirement.

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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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9 Retirement Landmines of Doctors [Podcast]

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9 Retirement Landmines of Doctors [Podcast]

Two items we talk about in every first meeting we have with doctors are: retirement, and financial independence. It’s common knowledge in the financial world that doctors already start at a disadvantage for retirement. By the time doctors are attending and able to start saving significant amounts toward retirement, other professionals have had a decade of retirement savings under their belt.

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

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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.

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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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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.

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4 Steps to Home Buying for Doctors [Podcast]

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4 Steps to Home Buying for Doctors [Podcast]

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.

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The Tax Triangle for Doctors [Podcast]

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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.

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Top 12 Stumbling Blocks We See with Doctors' Finances [Podcast]

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Top 12 Stumbling Blocks We See with Doctors' Finances [Podcast]

Here at MD Financial, we think that a better educated client is a BETTER CLIENT. Our goal in “More Money Minutes for Doctors” is to teach you many of the stumbling blocks that doctors have encountered during their journey. This will help save you from unnecessary stress and heartache, and provide you with a more stable financial future. In today’s episode, Katherine Vessenes, JD, CFP®, CEO and Founder of MD Financial Advisors discusses the top problems she has seen through the years.

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.