Money Minutes for Doctors

MD Financial Advisors
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Money Minutes for Doctors Podcast

Katherine Vessenes, CEO and Founder of MD Financial, imparts her wisdom on topics ranging from financial planning and retirement, to life insurance; advice that’s specifically catered to medical professionals. Join us and subscribe so you’ll never miss Money Minutes for Doctors.

  1. 1 AUG

    5 Things Every Doctor Should Consider Before Retiring [Podcast]

    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.

  2. 27 JUN

    Doctors and Roth Accounts: Saving Millions for Retirement [Podcast]

    Many of our doctors are confused about Roth accounts, which ones they can have, and how they differ. In today’s podcast, Katherine Vessenes, CEO and founder of MD Financial Advisors, breaks down the differences between Roth IRAs and Roth 401ks and Roth 403bs. She highlights how they can work individually and together to help doctors feel more confident in their investments and retirement.

  3. 27 MAR

    SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

    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.

  4. 20 MAR

    4 Tax Rules for Doctors’ IRA Contributions [Podcast]

    As we approach Tax Day, it's essential to ensure you've maximized your IRA contributions for 2023, so today we're tackling the intricacies of IRA contributions and tax rules. Let's dive into four crucial rules to consider when funding your IRA and filing taxes.

  5. 21 FEB

    Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [Podcast]

    Welcome back to More Money Minutes for Doctors. 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.

  6. 2 FEB

    Mastering the Minimum Effective Financial Dosage for Doctors [Podcast]

    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.

  7. 26/12/2023

    Financial Considerations for Women in Medicine [Podcast with Dr. Kristy McAteer]

    Navigating the financial landscape in the field of medicine, where dedication to healing is paramount, involves unique considerations for doctors. Today, we explore the financial perspectives of women in medicine, particularly those who find themselves as primary breadwinners. While gender and finance present a broad topic, it's essential to recognize the disparities that may exist, not only in wages but also in the dynamics within households.

  8. 12/12/2023

    Understanding the Financial Dynamics of Pursuing a Doctor’s Fellowship [Podcast with Dr. Kristy McAteer]

    Deciding whether to embark on a medical fellowship is a significant choice that goes beyond the realms of medical expertise. While the focus has traditionally been on the medical and academics, it is increasingly crucial for doctors to consider the financial implications of such a decision.

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About

Katherine Vessenes, CEO and Founder of MD Financial, imparts her wisdom on topics ranging from financial planning and retirement, to life insurance; advice that’s specifically catered to medical professionals. Join us and subscribe so you’ll never miss Money Minutes for Doctors.

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