52 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 • 3 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.

    Self Employment Tax

    Self Employment Tax

    What is the self employment tax? If you have any 1099 wages, there is a good chance you are subject to the self employment tax. Depending on your personal tax situation, the self employment tax could be devastating to your lifestyle and your ability to save for your future. Learn what the self employment tax is, so you can be aware of one of the biggest tax traps!

    • 14 min
    What If You Achieve Your Financial Goals? Then What?

    What If You Achieve Your Financial Goals? Then What?

    What if you create a financial goal and are successful at achieving it? Then what? Is planning for our financial future a fulfilling endeavor? Are there other questions we should be asking ourselves when we plan ahead? If we retire, for example, is that enough? Is achieving a goal enough to keep us fulfilled?

    • 9 min
    Is An Inheritance An Obligation?

    Is An Inheritance An Obligation?

    As a parent, is an inheritance an obligation to provide? Can an inheritance promote negative outcomes? What are your thoughts on inheritances?

    • 9 min
    Umbrella Insurance Basics

    Umbrella Insurance Basics

    Learn the basics of umbrella insurance: What is umbrella insurance and how do you get umbrella insurance? These policies are often overlooked, but they can be critical to your financial plan!

    • 14 min
    Thoughts on Legacy

    Thoughts on Legacy

    What's the difference between legacy and an inheritance? Which has more value? Here are a few thoughts on legacy and who is in control of our legacy.

    • 7 min
    Why M Advisor Exists- A Mini Manifesto

    Why M Advisor Exists- A Mini Manifesto

    Reading from the article: Why M Advisor Exists: A Mini Manifesto. This short article captures why M Advisor exists today. Read the article here:

    https://www.m-advisor.com/blog/why-m-advisor-exists-a-mini-manifesto

    Thanks for listening!

    • 8 min

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