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]
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]
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]
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]
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]

The Doctors's Cascade Catastrophe Plan [Podcast]

The Doctors's Cascade Catastrophe Plan [Podcast]

When things go wrong or when the unexpected happens (like all of 2020) we want our clients to feel that they’re prepared. This is why we help our clients build a “Cascade Catastrophe Plan.” With this plan in place, our doctors are able to take financial obstacles in stride without throwing off their whole retirement plan.

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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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Inflation Info for Doctors [Podcast]

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Inflation Info for Doctors [Podcast]

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?

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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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Risk Tolerance for Doctors [Podcast]

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Risk Tolerance for Doctors [Podcast]

How do you know if you are taking the right amount of risks in your investment portfolio? This is a common quandary among our clients, because the “right amount of risk” for you today, can and will change in the future. Today’s episode will cover the many ways we assess doctors’ risk tolerance.

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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.

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.