Financial Planning

Sep 19, 20235 min

How Insurance can Protect You & Your Family if Someone Becomes Sick, Hurt or Can't Work

Today, we're talking about the importance of personal insurance coverages for healthcare professionals and their families. We'll discuss...

Sep 5, 20235 min

Investing 301 - Risk & Return Potential

This final week of the 4 week series we're talking about the different types of traditional investment choices along with what to know...

Aug 30, 20234 min

Investing 202 - Roth IRAs and Backdoor Roth IRAs

Welcome to the podcast! On this third episode of investing, we are digging into Roth IRA’s and Backdoor Roth IRAs. We’ll discuss what...

Aug 22, 20235 min

Investing 201 - Retirement Accounts Types You Should Know

Today, in the second of our 4 week series on investing, we’re talking about the common types of retirement investment accounts offered by...

Aug 16, 20234 min

Investing 101 - Basic Tips for Saving & Investing

Today, we're talking about Investing 101, part of a 4 week series about investing. In this post there are basic tips on automating...

Aug 9, 20234 min

Financial Coaching vs Financial Planning

What financial coaching is, what it isn't, and how it may help you to better prepare your finances for your journey to financial freedom.

Jul 18, 20234 min

Improving Financial Literacy

The Importance of Financial Literacy As healthcare professionals, we know that knowledge is power. That's why it's so important to be...

Jun 29, 20234 min

4 Top Reasons Why Physicians Need a Financial Plan

Jun 27, 20232 min

Learning about Financial Literacy

Financial Literacy and Education are lifelong journeys for children and adults to continue to grow and understand.