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MD Financial Advisors - Financial Planning for Doctors

About Us
Meet the Team
Join Our Team!
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Book a Consultation
December 5, 2024
Services Offered
Alyssa Miranda
Contract Review for Doctors: Part 2 [Podcast]

If you missed part one of this series where Katherine discussed base pay, bonuses, restrictions, arbitration, and general tips, you can listen or read more about it here. Today we’ll cover common benefits in doctor contracts and what can be negotiated.

Contract Review for Doctors: Part 2 [Podcast]
November 14, 2024
Services Offered
Alyssa Miranda
Contract Review for Doctors: Part 1 [Podcast]

Doctors, I'm sure you've looked at your employment contract and were probably taken aback with all the legal jargon. There are so many pages of information which can be so hard to understand. I find a lot of doctors, particularly young doctors, are exhausted and so burnt out that the first contract that comes their way, they just want to sign and be done with the pain.

Contract Review for Doctors: Part 1 [Podcast]
August 1, 2024
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]
June 10, 2024
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]
March 27, 2024
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]
Alyssa Miranda
June 25, 2018

Money Minutes for Doctors - Episode 2

Alyssa Miranda
June 25, 2018
Money Minutes for Doctors - Episode 2

Katherine Vessenes sits down with Kristina McAteer to discuss the new tax rules and if we are in "taxmageddon" or "tax-heaven."

Alyssa Miranda
May 29, 2018

Money Minutes for Doctors - Episode 1

Alyssa Miranda
May 29, 2018
Money Minutes for Doctors - Episode 1

Katherine Vessenes sits down with Dr. Kristina McAteer to discuss Money Minutes for Doctors and how doctors can save for the future.

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Additional information, including management fees and expenses, is provided on our Form ADV Part 2 available upon request or at the SEC’s Investment Adviser Public Disclosure website at www.adviserinfo.sec.gov. Past performance is not a guarantee of future results.

As a registered investment adviser, we are now required to provide clients a Client Relationship Summary document known as “Form CRS”. This form is the third part of our Form ADV investment adviser registration statement, so it is also referred to at times as “Form ADV Part 3”.

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