Educational Videos
Tax Day will be here before we know it! Today's discussion revolves around a topic that promises to ease your future burdens: organizing your 2023 tax-related documents and beyond.
Welcome back to More Money Minutes for Doctors. Today we delve into a crucial topic: determining the minimum effective financial dosage for doctors to achieve lasting financial security.
In the realm of financial advice, countless articles offer tips for enhancing your finances. However, just as doctors prescribe the minimum effective dose for patients, should there not be a similar approach for doctors managing their finances? Let’s explore this concept.
Managing personal finances can often take a back seat to a doctor’s demanding schedules. However, overlooking key financial decisions in the early stages of a medical career can lead to long-term setbacks. Today we’re discussing common financial mistakes made by young doctors and offer strategies to avoid them.
It is crucial for doctors to understand the differences in retirement accounts if they want to maximize their wealth. Two popular choices, the Sep IRA and the Solo 401K, present distinctive benefits, limitations, and considerations. Here, we break down the key elements of each, shedding light on their respective advantages and limitations.
Today Katherine Vessenes is joined by Josh Lantz as they discuss four numbers that are crucial for doctors wanting to retire with money in the bank.
We wanted to provide you some additional detail regarding the TD Ameritrade-to-Schwab transition.
What we’ve all heard by now is that the US Supreme Court has officially struck down Biden’s plan to forgive millions of borrowers of their student loan debt. In the wake of that ruling, what do the coming months look like?
In this video, Josh is talking about an alternative to the popular Public Service Loan Forgiveness (PSLF) program known as state-sponsored forgiveness.
These state programs offer various levels of student loan forgiveness and are designed to assist physicians and dentists in managing their educational debt. We've compiled a comprehensive resource consolidating information on these programs, making it easier for healthcare professionals to explore their options.
Do you own your own practice and/or make 1099 income from your side gig? Do you have children? Well this tax tip is for you:
Hire your children!
We just had a new student loan announcement, and wanted to sum it up for all of our doctors. This will be affecting some of you differently this time around.