M Advisor Podcast: Financial Clarity for Physicians

Paul Morton, CFP®
  • 5.0 (3)
  • BUSINESS
  • UPDATED BIWEEKLY

Financial Planning for Physicians. Registered Representative: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA-SIPC. Investment Advisor Representative: Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. M Advisor is not an affiliate of Cambridge Investment Research.

  1. Tradtional vs. Roth Retirement Plans

    3D AGO

    Tradtional vs. Roth Retirement Plans

    Roth vs Traditional retirement plan contributions is a great debate and should be considered carefully. There isn't a clear-cut answer that works for everyone, but there are benefits to both Roth and Traditional retirement plan contributions. Here is an article mentioned in this podcast that details a similar topic: https://www.m-advisor.com/blog/retirement-plan-contributions-traditional-vs-roth-updated-for-2026

    18 min
  2. Do This Before Interviewing a Financial Advisor

    FEB 27

    Do This Before Interviewing a Financial Advisor

    Finding the right financial advisor can be one of the most beneficial relationships you can make, as it can bring clarity and confidence to your financial life; however, selecting the wrong advisor can waste years of savings and put you behind on your financial goals. Here are a few tips before interviewing a financial advisor to make sure you find that right one. Be sure to download the checklist with 24 interview questions for a financial advisor, specifically for physicians: m-advisor.com/questions-for-a-financial-advisor

    11 min
  3. Estate Planning is Romantic

    FEB 13

    Estate Planning is Romantic

    What is the most romantic gesture you can make to your spouse and family? Planning for their lives and livelihood beyond yourself, of course! That's called estate planning. Estate planning is not just a financial topic, it's a selfless action to ensure your loved one's future, even without you there.

    7 min
  4. Financial Fraud

    JAN 30

    Financial Fraud

    Financial fraud is a multi-billion-dollar industry, and it is much bigger than we think because many fraudulent cases go unreported. Talking to your family about fraud and scams is an important conversation that can help you prepare for a potential attack. Fraudsters play on emotions, so think through what's going on if you get an unfamiliar call. The 2025 data is not yet released, but here is the 2024 data from the Federal Trade Commission that's discussed: https://www.ftc.gov/system/files/ftc_gov/pdf/csn-annual-data-book-2024.pdf

    13 min
  5. Physical Fitness and Finances

    JAN 15

    Physical Fitness and Finances

    Physical fitness and finances are interwoven in deeper patterns and occurrences than we ordinarily recognize. As the new year brings positive changes to our fitness routines, here's some motivation on the connections between our health and our wealth.

    13 min
  6. Improve Your Finances, Create a Balance Sheet

    12/31/2025

    Improve Your Finances, Create a Balance Sheet

    Making positive changes to our lives each New Year isn't anything new. If you're looking to positively change your finances, this is the first thing: Create a Balance Sheet and track your "Net Worth." This simple task may be the key to help make your finances improve year over year. Video referenced in the show: What is a Balance Sheet? https://youtu.be/-YxzJuyoFFU

    7 min

  7. 12/15/2025

    Family Meetings

    Family financial meetings are a tool used by many high profile and high net worth families to make sure massive wealth doesn't erode family values. I think the family financial meeting translates to a much broader audience to intentionally verbalize and pass on family culture, stories, and values, as well as preserve open communication about how the family financial plan is structured.

    13 min
  8. Backdoor Roth and the Pro Rata Rule

    12/01/2025

    Backdoor Roth and the Pro Rata Rule

    Roth IRAs, due to their tax-free growth and tax-free distributions, can be useful accounts for any financial plan. The IRS has rules about who can fund Roth IRAs; however, there is a loophole that allows some high income earners to fund Roth IRAs indirectly. This loophole is commonly referred to a "Backdoor Roth" contribution. The IRS has a rule that makes it difficult to fund backdoor Roth IRAs if you already have a traditional IRA. I discuss this "pro rata rule" in detail. Failure to understand this rule is one of the biggest mistakes when utilizing the backdoor Roth IRA. Download your free Backdoor Roth IRA Checklist at https://www.m-advisor.com/backdoor-roth-ira-checklist

    14 min
See All (97)

Ratings & Reviews

5
out of 5
3 Ratings

About

Financial Planning for Physicians. Registered Representative: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA-SIPC. Investment Advisor Representative: Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. M Advisor is not an affiliate of Cambridge Investment Research.

Information