Aug 31, 2020
The process of creating your own financial plan can seem intimidating, but it doesn’t need to be. By breaking things down into individual steps, then tackling those steps one at a time, it’s possible for anyone to create a financial plan that allows them to leverage their financial resources and align their...
Aug 31, 2020
For any professional with an above average income in an above average tax bracket, the value of proactive tax planning and not “overpaying” the IRS is magnified. In this episode, we explain the difference between tax planning and tax preparation, and share six strategies for employed physicians to consider when...
Aug 18, 2020
Welcome to the first episode of The Physician’s Guide to Financial Wellness! With this being the first episode, we share some background on ourselves, why we decided to launch the podcast, the format/frequency of the show, and our focus in terms of the topics we’ll cover and what you should and should not expect...