M Advisor Podcast

Paul Morton, CFP®, ChFC®
  • 5.0 (3)
  • BUSINESS
  • UPDATED BIWEEKLY
M Advisor Podcast

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.

  1. Buy-Sell Agreements

    1 DAY AGO

    Buy-Sell Agreements

    What is a buy/sell agreement and when does it become important? If you own a business or run a practice with other owner/partners, a buy/sell agreement can protect your practice against unwanted changes of ownership. Additionally, if you own your own practice, you may be responsible for buying shares in a practice when a partner unexpectedly cannot work any longer due to death, disability, bankruptcy, or divorce.

    15 min
  2. Do Physicians Need An LLC?

    OCT 31

    Do Physicians Need An LLC?

    First of all, what is an LLC? Do physicians need an LLC or a PLLC? Learn why a physician might want to create an LLC or a PLLC (and what's the difference?), and how would an LLC be beneficial?

    18 min
  3. Balancing Financial Complexity

    OCT 15

    Balancing Financial Complexity

    Our financial lives can be as simple or complex as we make them; however, there is a balance of the simple and the complicated that might make our financial plan more effective. Is there a planning opportunity we're missing by being too simplistic? If our financial plan is too complicated, is it sustainable? Utilizing professional guidance from financial advisors, attorneys, and accountants may enable you to use a sort of professional capacity to hold the complexity balance you need.

    9 min
  4. Hidden Money Levers

    SEP 30

    Hidden Money Levers

    Money can undoubtedly stir emotions. Your initial memories and experiences with money can create a lasting impression on your money habits, which ultimately can play a part on determining your legacy. Were your first money experiences good or bad? Was money a sore subject in your youth? Uncovering and labeling these experiences may help you understand why money is emotional to you.

    8 min
  5. The Physician Signing Bonus

    SEP 13

    The Physician Signing Bonus

    Many physicians receive a bonus when signing employment contracts. These bonuses can be nice additions to a new job; however, where there is income, taxes exist. Learn about the most popular forms of physician signing bonuses and how they impact your income tax. You may not be able to change your signing bonus, but you can plan for it!

    17 min
  6. When To Purchase A Life Insurance Policy

    AUG 30

    When To Purchase A Life Insurance Policy

    Too often the conversations about life insurance are geared toward how much insurance to purchase. This conversation focuses on when to consider life insurance purchases and changes. What do you look for when you look at your own policies? Easy ways to make sure your insurance policies are up to date.

    18 min
  7. Unified Gift And Estate Tax Exemption

    AUG 15

    Unified Gift And Estate Tax Exemption

    What are gift taxes? What are estate taxes? These taxes are uniquely positioned to work together, yet they are distinct taxes. Learn the basics of how these taxes work. Understanding the basics of these taxes might help you plan for your kids.

    10 min
  8. Are We Saving For Someone Else?

    JUL 30

    Are We Saving For Someone Else?

    We are all saving for someone else, even if we're saving for ourselves. As time passes, are we taking care of our future selves? How can we be aware of what we will need as we get older.

    7 min
See All (64)

Ratings & Reviews

5
out of 5
3 Ratings

About

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.

Information

  • Creator
    Paul Morton, CFP®, ChFC®
  • Years Active
    2022 - 2024
  • Episodes
    64
  • Rating
    Clean
  • Copyright
    © All rights reserved
  • Show Website
    M Advisor Podcast

To listen to explicit episodes, sign in.

Stay up to date with this show

Sign in or sign up to follow shows, save episodes, and get the latest updates.
Select a country or region

Africa, Middle East, and India

Asia Pacific

Europe

Latin America and the Caribbean

The United States and Canada