74 episodes

Corey Janoff and Rachelle Vanderzanden of Finity Group discuss pertinent financial planning topics affecting doctors and other medical professionals.

Financial Clarity for Doctors Finity Group

    • Business
    • 5.0 • 21 Ratings

Corey Janoff and Rachelle Vanderzanden of Finity Group discuss pertinent financial planning topics affecting doctors and other medical professionals.

    Make More Money

    Make More Money

    Welcome back and thank you for listening to another episode of Financial Clarity for Doctors!  In this episode, Corey and Rachelle chat about one way you can improve your financial situation.  In general, you can either decrease your spending (difficult) or increase your income (maybe less difficult).  Let’s focus on increasing that income!

    Ways to make more money include:

    Negotiating – When you take on that first attending job, but also throughout your career
    Working extra shifts and boosting RVUs
    Side hustles like MedLegal work, reviewing insurance claims, writing/speaking, and locums
    Making the change to a higher paying job

    As always, Rachelle and Corey bring it back to money values in the end.  You should always be asking yourself if you are aligning the way you spend and make money with the things that really matter to you.  If you are earning more, put that extra toward your big goals.  And making more money to achieve your financial goals can absolutely make sense, but for some folks, the priority may be more time and flexibility which may mean reducing that spending.

    For more financial planning tips from Corey and Rachelle, find them on social media!
    LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

    • 26 min
    Doctor Mortgage Loans w/ Casey McLaughlin

    Doctor Mortgage Loans w/ Casey McLaughlin

    Doctor Mortgages w/Casey McLaughlin

    Welcome back and thank you for listening to another episode of Financial Clarity for Doctors!  In this episode, we chat with Casey McLaughlin of US Bank about all things related to Physician Home Loans aka “Doctor Mortgages”.

    Including:

    Are they really any better than conventional loans?
    Do I pay a higher interest rate? Really important right now!
    How to shop for the best mortgage.
    Can you use doctor loans to buy a rental property or vacation home?
    And how to prepare yourself (and your credit!) for buying that first home.

    For more financial planning tips from Corey and Rachelle, find them on social media!
    LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

    • 53 min
    Old Retirement Accounts: What to do with Them

    Old Retirement Accounts: What to do with Them

    In this episode of Financial Clarity for Doctors, Corey and Rachelle discuss what you can do with old retirement accounts!

    They cover what your options are, from taking a distribution, to rolling the money to your next employer’s retirement plan, or possibly rolling into an IRA, among others. 

    They’ll address the pros and cons of each choice, as well as your options if you are retiring!

    You don’t want to lose track of your old accounts!

    For more financial planning tips from Corey and Rachelle, find them on social media!

    LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

    Follow Finity Group On Social Media!

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    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.

    • 26 min
    Financial Planning Hot Takes

    Financial Planning Hot Takes

    Welcome back and thank you for listening to another episode of Financial Clarity for Doctors!

     

    Today we’re going to go against the grain and take a somewhat contrarian approach to the common themes you may see in typical headlines or blog posts.  These opinions may go against what you’ve been told before, or maybe they go under the radar. 

     

    In this episode we discuss:

    Budgets Are Overrated
    Detailed Written Financial Plans Are Overrated
    30 Yr Mortgage > 15 Year Mortgage if...
    Real Estate Typically Isn't a Great Investment
    Managing Expectations is the Biggest Driver of Happiness

     

    https://thefinitygroup.com/

     

    For more financial planning tips from Corey and Rachelle, find them on social media! 

     

    LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

    Follow Finity Group On Social Media! 
    APPLE PODCASTS 
    INSTAGRAM 
    FACEBOOK 
    TWITTER  
    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.

    • 31 min
    Financial Wellness Made Me A Better Doctor - Featuring Jordan Frey

    Financial Wellness Made Me A Better Doctor - Featuring Jordan Frey

    Welcome back and thank you for listening to another episode of Financial Clarity for Doctors!


    Today's episode features special guest Jordan Frey, MD. Also known as, "The Prudent Plastic Surgeon."


     


    In this episode we discuss:


    Tips to Get Started With Financial Wellbeing

    Giving Advice to Your Former Self

    Financial Mistakes to Avoid

    Expectations Vs Reality

    Getting Your Spouse Involved


     


    https://thefinitygroup.com/


    https://prudentplasticsurgeon.com/


     


    For more financial planning tips from Corey and Rachelle, find them on social media! 


     


    LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 


    Follow Finity Group On Social Media! 
    APPLE PODCASTS 
    INSTAGRAM 
    FACEBOOK 
    TWITTER  
    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.

    • 37 min
    First Time Home Buying

    First Time Home Buying

    Welcome back and thank you for listening to another episode of Financial Clarity for Doctors! Today we're going to talk about buying your first home.


     


    The process of buying a home can be extremely overwhelming, especially for first time home buyers.  This episode will give you some tips to make the process a little less staggering.


     


    In this episode Corey & Rachelle discuss:


    Timing Is Everything

    Preparing to Buy a House 

    How Much House Can You Afford?

    Should You Stretch Your Budget Early in Your Career?

    General Rules of Thumb

    Understanding Different Mortgage Types

    How to Prepare Your Mindset


     


    For more financial planning tips from Corey and Rachelle, find them on social media! 


    LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 


    Follow Finity Group On Social Media! 
    APPLE PODCASTS 
    INSTAGRAM 
    FACEBOOK 
    TWITTER  
    LINKEDIN 
    https://thefinitygroup.com/


     


    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.

    • 37 min

Customer Reviews

5.0 out of 5
21 Ratings

21 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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