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.
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.
Today Katherine Vessenes is joined by Ben Kirchner as they financial planning FOMO.
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.
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.
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.
Through the years, Katherine has seen certain mistakes repeated among physicians and dentists. To better understand and then correct these mistakes, Katherine joins Dr. Kristy McAteer, from Brown University, to discuss the biggest blunders she sees, and how to take actionable steps to correct them.
Contracts can be confusing with their legal jargon and dozens of pages. Often, our doctors know what to expect for income but are not so sure about how other benefits compare and which benefits they really need. One of the many services we provide our clients is a financial review of prospective employment contracts.
Today’s podcast is all about financial plans. As you well know, every doctor needs a plan when going into surgery. Well, doctors need a plan when meeting with their advisor as well. We will cover what should be included in a financial plan and what you need to know when you sit down with an advisor.
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.
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