6 episodes

Financial Planning for Millennial Physicians, Dentists, Executives, and Business Owners.

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.

M Advisor Podcast M Advisor

    • Business
    • 5.0 • 2 Ratings

Financial Planning for Millennial Physicians, Dentists, Executives, and Business Owners.

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.

    Physician Mortages

    Physician Mortages

    Buying a house is one of the more important decisions we make, yet we don't take the time to understand the details of our own mortgages. As a physician, you have options on how to obtain a mortgage, and here you can quickly get insight into some of the pros and cons in obtaining a physician mortgage.

    Hosted by Paul Morton, CFP®, ChFC®

    Further Reading:
    https://www.m-advisor.com/blog/physician-mortgages

    Further Reading:
    https://www.m-advisor.com/blog/physician-mortgages

    • 18 min
    Protect Against Personal Lawsuit

    Protect Against Personal Lawsuit

    As a professional, how do you protect your income and assets against personal lawsuit? This episode explores the fundamentals in protecting income against events outside your control.

    • 14 min
    How to Protect Income

    How to Protect Income

    Protecting income against sickness and injury isn't always simple. In the fundamentals in financial planning, your investment decisions can provide long-term benefits, whether you continue working or not. This episode explores the fundamentals in protecting income against events outside your control.

    Hosted by Paul Morton, CFP®, ChFC®

    Further Reading:
    www.m-advisor.com/blog/free-advice-to-ask-your-car-insurance-agent-try-this

    • 18 min
    Life Insurance in a Financial Plan

    Life Insurance in a Financial Plan

    Income is your financial plan's most valuable resource. Protecting income is a fundamental necessity in your plan, and it's often one of the first steps in a financial plan, but I have always felt this purchase had been rushed and minimized. Purchasing life insurance is an emotional decision, and those emotions aren't discussed. A life insurance policy often acts as a love letter to your family, and purchasing a life insurance policy is a selfless act. What decisions are you making when you purchase a policy? Do you have a goal for the insurance? Did you purchase enough life insurance or not enough? This episode explores the fundamentals in protecting income against events outside of your control. Hosted by Paul Morton, CFP®, ChFC®

    Here's some further reading:

    Article: https://www.m-advisor.com/blog/life-insurance-dos-and-donts

    Article: https://www.m-advisor.com/blog/life-insurance-decision-making

    • 14 min
    How to Save

    How to Save

    We are excited to introduce the M Advisor Podcast with Paul Morton, CFP®, ChFC®! This first episode discusses some foundational components of your plan: how to save. There is a ton of information about what to do with savings or even how much to save, but I don't see many people discussing how to save effectively. This podcast explores some simple and practical ways to create savings habits that make sense!

    Once your income reaches a level where it covers your basic monthly expenses, you can begin to save more comfortably and more intentionally. Focusing on saving, rather than focusing on expenses, can propel your financial plan forward.

    Click below to listen to the podcast. For more information, read these articles:

    https://www.m-advisor.com/blog/your-new-budget

    https://www.m-advisor.com/blog/maximizing-your-monthly-savings

    • 12 min
    M Advisor Podcast Announcement

    M Advisor Podcast Announcement

    I'm happy to announce the M advisor podcast. The M advisor podcast is intended to provide financial education on the emotional side of money for busy professionals such as physicians, dentists, executives, and business owners. The intention of the M advisor podcast is to instill clarity on what to do inside your financial plan, and just as important, the M Advisor Podcast seeks to help you understand why.

    Each person has unique goals, important relationships, and different desired outcomes, so it doesn't make sense for everyone to have the same financial plan. The uniqueness of each person and each situation should be reflected in the uniqueness of their financial plan. The M advisor podcast celebrates that uniqueness and serves as a guide to enhance your own unique life goals and accomplishments.

    If you are a busy professional seeking practical information to guide life's big decisions that speaks to both your rational and emotional well-being, the M advisor podcast is for you.

    Paul Morton, CFP®, ChFC®

    • 1 min

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