Feb 15, 2021
Tax planning in retirement doesn’t always get the same attention as tax planning during your working years, which is too bad because, for many people, there’s potential to lower your lifetime tax bill by tens or even hundreds of thousands of dollars through proactive planning. In this episode, we discuss the three...
Feb 1, 2021
Navigating the world of insurance as a physician can be challenging. While insurance is a key part of any comprehensive financial plan, it can be difficult to understand what you need and don’t need, especially since there’s no shortage of “financial advisors” happy to sell you policies. In this episode, we...