48 episodes

Hosts Corey Janoff and Rachelle Vanderzanden discuss pertinent financial planning topics affecting doctors, dentists and other medical & healthcare professionals. Corey and Rachelle are independent financial advisors at Finity Group, LLC and specialize in working with doctors and other medical professionals. In this bi-weekly podcast, they address the financial concerns of physicians from the beginning of residency all the way to retirement. Topics include managing medical school loans, retirement savings, investing, achieving financial goals, insurance planning, and much more.

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Finity Group, LLC is an independent financial planning firm. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Finity Group, LLC are not affiliated. Learn more at www.theFinityGroup.com. Visit www.theFinityGroup.com/podcast for detailed show notes for each episode.

Financial Clarity for Doctors Finity Group

    • Business
    • 5.0 • 20 Ratings

Hosts Corey Janoff and Rachelle Vanderzanden discuss pertinent financial planning topics affecting doctors, dentists and other medical & healthcare professionals. Corey and Rachelle are independent financial advisors at Finity Group, LLC and specialize in working with doctors and other medical professionals. In this bi-weekly podcast, they address the financial concerns of physicians from the beginning of residency all the way to retirement. Topics include managing medical school loans, retirement savings, investing, achieving financial goals, insurance planning, and much more.

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Finity Group, LLC is an independent financial planning firm. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA/SIPC. Advisory Services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Cambridge and Finity Group, LLC are not affiliated. Learn more at www.theFinityGroup.com. Visit www.theFinityGroup.com/podcast for detailed show notes for each episode.

    Big Things Matter More Than Little Things

    Big Things Matter More Than Little Things

    People tend to focus too much on the little things, such as how much they spend on coffee, or what their portfolio returned last quarter.  In reality, the little things don't matter much when it comes to achieving financial goals.  It's the big things you should be paying attention to:
    Housing
    Student loans
    Cars
    Travel
    Childcare/schooling expenses
    Saving enough for retirement
    Do you have a strategy to achieve your goals?  It likely doesn't matter if you pick the ABC or XYZ large-cap mutual fund in your 401k.  Max out your 401k and save enough elsewhere so getting the best possible returns doesn't matter. 
    Visit https://thefinitygroup.com/podcast for more information on the show. You can also email the show at podcast@theFinityGroup.com. 
    For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance   

    • 32 min
    Should I Buy or Rent a House?

    Should I Buy or Rent a House?

    Welcome to another episode of the Financial Clarity for Doctors Podcast.  The housing market is going crazy right now and it’s great topic given the time of year.   
     
    We are getting closer to summer and the change of academic calendar.  Graduating med students are going into residency, residents moving on to fellowship, as others are starting attending jobs in a new cities.   
     
    In this episode we will discuss the pros and cons of buying vs renting and the ideal scenarios for both. 
     
    Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group. 
     
    For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 
     
    Follow The Finity Group as well:
     
    Finity Group Website
    Finity Group Instagram
    Finity Group Facebook
    Finity Group Twitter 
    Finity Group LinkedIn
     
    Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated. 

    • 33 min
    Cryptocurrencies - What You Need To Know

    Cryptocurrencies - What You Need To Know

    Welcome to another episode of the Financial Clarity for Doctors Podcast.  In this episode we wanted to dive into one of the hot topics of the day – the exciting world of cryptocurrency.  As a disclosure, this discussion is intended for informational purposes only, not as a recommendation to buy or not to buy or even to sell. 
     
    First, we zoom out and examine currency as a whole and the general history of Bitcoin itself. 
     
    We also break down the differences between crypto currencies and more common investments like stocks and bonds. 
     
    Lastly, we dive into the potential ways to make money with cryptocurrencies. 
     
    Thank you so much for listening to this episode! 
     
    Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group. 
     
    For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 
     
    https://thefinitygroup.com/ 
    https://www.instagram.com/finitygroup 
    https://www.facebook.com/FinityGroup/ 
    https://twitter.com/FinityGroup 
    https://www.linkedin.com/company/finity-group-llc 
     
    Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated. 

    • 27 min
    Investing in Startups with Mr. EPG

    Investing in Startups with Mr. EPG

    Welcome to another episode of the Financial Clarity for Doctors Podcast.  We are very excited to explore a topic outside of our general expertise, investing in startups.  So, we brought in an expert to answer all of our questions, Eric Perlmutter-Gumbiner aka Mr. EPG. 
     
    Eric has a BS in Business Administration, coupled with an MBA and a law degree, all from USC.  He provides council to startup companies and he also advises and negotiates contracts for investors in startups. 
     
    Doctors get pitched business/investment ideas from friends, family and acquaintances all the time.  In this episode you will learn what to consider before investing and what key questions you should be asking. 
     
    We dive into the common ways investment opportunities are structured and what investors should know about their exit strategy in order to realize a return on their investment. 
     
    Eric has a lot of experience reviewing these types of contracts, so we ask him what he looks for and if there are any common red flags or must haves. 
     
    Thank you so much for listening to this episode. 
     
    Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group. 
     
    For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 
     
    https://thefinitygroup.com/ 
    https://www.instagram.com/finitygroup 
    https://www.facebook.com/FinityGroup/ 
    https://twitter.com/FinityGroup 
    https://www.linkedin.com/company/finity-group-llc 
     
    Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated. 

    • 29 min
    Ways to Pay for Home Repairs and Renovations

    Ways to Pay for Home Repairs and Renovations

    On this week’s episode of Financial Clarity for Doctors host Rachelle and Corey talk about a topic so many have undertaken during the past year—home renovations! For those of you who have been considering or waiting for the warmer weather to get started on your home reno projects, it can get pricy fast!   
    In this episode we’ll dig into the many options you have to fund your projects.  We’re all for doing things you want if it makes you happy and can afford it. But never confuse needs and wants. 
     
    Questions to ask yourself:  
    When looking at your list of financial goals and priorities, consider where home project ranks. How important is this project to you? Are you better off selling, moving, and buying a better house?  
     
     
    Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group.   
    For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance    
      
    Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.  

    • 36 min
    Timing the Market vs Time in The Market

    Timing the Market vs Time in The Market

    On this week's episode of the Financial Clarity for Doctors podcast, we chat about a topic on the top of many people's minds this past year, timing the market! Over the years, many clients have come to us concerned about investing when we are at this stage in a market cycle. At the time of recording this episode, we are trading near all-time highs. No one knows when we will hit a peak or when the market might have another correction. And NO ONE wants to be the person that puts in a whole bunch of money right before a correction. We can take an educated guess, but our educated guesses are often wrong. So what do you do? Focus on the things you can control.  
      
    How long you are invested is a much better predictor of investment growth than the exact moment you invested or the specific stocks/etc. You invest in.    
      
    A few tips and takeaways from this episode:   
    Focus on What You Can Control  
    How much you invest, what you invest in, how you react to market events, how much you need to live on.  
    Nobody can control returns. Bernie Madoff claimed to be able to assure returns... look how that turned out.  
    Lots of uncertainties in life. Worrying never solved anything. Greed gets people into a lot of trouble.  
    Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group.  
    For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance   
    Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated. 

    • 32 min

Customer Reviews

5.0 out of 5
20 Ratings

20 Ratings

Rachel LY ,

A must for all doctors!!

Outstanding financial advice for healthcare professionals. Succinct and high-yield information. Love this podcast!!!

Lids ,

Very helpful!

Thank you for making this easy and clear as our family goes through this process (navigating financial planning while in medical school).

soon to be urology resident ,

Valuable podcast!

Very informative in an easy to listen, simplified format! Very worthwhile!

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