by Podbean | Oct 9, 2022 | Uncategorized
Are you engaged with a strategic accountant? In addition to filing your taxes, does your accountant educate and engage you in a discussion about financial planning for the future? As healthcare professionals, we rely on the expertise of others to manage our personal...
by Podbean | Oct 1, 2022 | Uncategorized
My personal take on the question of “suitability” vs “best interest” in regards to financial advice from advisors and accountants. If would like to leave any comments or suggestions for future episodes, please email me at...
by Podbean | Sep 26, 2022 | Uncategorized
Only a few of us have really spent time and energy thinking about the question regarding conflict of interest when it pertains to financial advisors. Some of us have recommended fee-only financial advisory services. But that really does not answer totally the question...
by Podbean | Sep 14, 2022 | Uncategorized
There is an age-old debate between two camps: “Buy term and invest the rest” vs the Whole Life insurance. Many financial gurus and social media financial contributors who favor “Buy term and invest the rest”. But what does it mean? How does it...
by Podbean | Aug 22, 2022 | Uncategorized
I had a great interview with Galen Nuttall, a CFP and a podcaster. Hear my deepest thoughts about how we, as a community, are doing financially on a personal level. If would like to leave any comments or suggestions for future episodes, please email me at...
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