M Advisor Podcast

Paul Morton, CFP®, ChFC®

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两周一更

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.

2天前

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 分钟
10月31日

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 分钟
10月15日

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 分钟
9月30日

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 分钟
9月13日

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 分钟
8月30日

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 分钟
8月15日

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 分钟
7月30日

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 分钟

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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.

创作者

Paul Morton, CFP®, ChFC®
活跃年份

2022年 - 2024年
单集

64
分级

儿童适宜
节目网站

M Advisor Podcast

M Advisor Podcast

Buy-Sell Agreements

Do Physicians Need An LLC?

Balancing Financial Complexity

Hidden Money Levers

The Physician Signing Bonus

When To Purchase A Life Insurance Policy

Unified Gift And Estate Tax Exemption

Are We Saving For Someone Else?

评分及评论

关于

信息

M Advisor Podcast

单集

Buy-Sell Agreements

Do Physicians Need An LLC?

Balancing Financial Complexity

Hidden Money Levers

The Physician Signing Bonus

When To Purchase A Life Insurance Policy

Unified Gift And Estate Tax Exemption

Are We Saving For Someone Else?

评分及评论

关于

信息