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.
We’ve recently touched on down markets, inflation, and how to protect yourself from their effects. While we typically say down markets are a great time to invest in the stock market, we also want to share options on more conservative/stable investment options when the market is anything but. Government bonds are a low-risk way to invest with a consistent, guaranteed interest rate.
How will the state of our current geopolitical events impact your investments? It is nearly impossible to avoid the news and the speculation of what will come. While so much is uncertain, one thing we can prepare for is that our economy will most likely feel the effects of global unrest in the for of a market downturn.
Today, we’ll cover how we prepare, how we can take advantage of a down market, and share some statistics that might help you get to sleep at night.
Love is in the air this month, but there's something familiar to us all that has the ability to turn that air sour. Money. Love and money are both something we'd consider human necessities, but they don't always mesh well.
Studies have shown that roughy 40% of divorces occur because of how the other spouse handled money. Let's keep the love alive!
Join us this week as Katherine and Kristy talk about love and money. Specifically how to broach the subject with your significant other before it has the chance to cause heartbreak.
We invite you to join us this week as we talk about setting goals to improve your physical and financial health, and the pathway to achieving them!
In the past have you set sparkling New Year's resolutions, only to have them fizzle out by February? We can to help you achieve your goals this year! How, might you ask? By showing you the steps to create (and stick to) your personal and financial goals.
We invite you to join us this week as we talk about setting goals to improve your physical and financial health, and the pathway to achieving them!
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.
Today’s topic is something you’ve likely heard about in the news quite a bit: inflation. Inflation occurs when the prices of goods and services increase steadily over time. This results in consumers buying fewer of these goods and services with every dollar they have saved. Can we predict it? How do we prepare for it? How can we rest at night with so little control over it?
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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