Money Minutes for Doctors

MD Financial Advisors
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Money Minutes for Doctors

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. 11월 14일

    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.

  2. 8월 1일

    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.

  3. 6월 27일

    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.

  4. 6월 10일

    Doctors and Financial Planning FOMO [Podcast]

    Today Katherine Vessenes is joined by Ben Kirchner as they discuss financial planning FOMO.

  5. 3월 27일

    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.

  6. 3월 20일

    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.

  7. 2월 21일

    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.

  8. 2월 2일

    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.

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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.

정보

  • 제작진
    MD Financial Advisors
  • 방송 연도
    2018년 - 2024년
  • 에피소드
    72
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    Money Minutes for Doctors

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