MD Financial Podcast — MD Financial Advisors - Financial Planning for Doctors

Budget

Investment Chutes and Ladders for Doctors [Podcast]

Investment Chutes and Ladders for Doctors [Podcast]

We know your financial well-being isn’t a game, so this week Katherine is interviewed by Brown University's Dr. Kristy McAteer as they discuss some strategies for climbing your investment ladders, and help you avoid some perilous financial chutes.

9 Retirement Landmines of Doctors [Podcast]

9 Retirement Landmines of Doctors [Podcast]

Two items we talk about in every first meeting we have with doctors are: retirement, and financial independence. It’s common knowledge in the financial world that doctors already start at a disadvantage for retirement. By the time doctors are attending and able to start saving significant amounts toward retirement, other professionals have had a decade of retirement savings under their belt.

Retirement Basics for Doctors [Podcast]

Retirement Basics for Doctors [Podcast]

Preparing for retirement takes time, so start planning early in your career!

This week Katherine is interviewed by Brown University's Dr. Kristy McAteer. They have an info-packed discussion about what to expect leading up to, and transitioning into, retirement.


Doctor's Penny Pinching Tips [Podcast]

Doctor's Penny Pinching Tips [Podcast]

At the end of each year, we take time to reflect on what we’ve done over the past twelve months and what we want to do better next year. One of the most common New Year’s Resolutions we see doctors make: Save more money. Whether the funds are for a big trip, education, paying off debt, retirement or just in general, we’ll cover some of the best ways to save a little extra this upcoming year.

Doctors, What is a Financial Plan? [Podcast]

Doctors, What is a Financial Plan? [Podcast]

Today’s podcast is all about financial plans. As you well know, every doctor needs a plan when going into surgery. Well, doctors need a plan when meeting with their advisor as well. We will cover what should be included in a financial plan and what you need to know when you sit down with an advisor.

Top 12 Stumbling Blocks We See with Doctors' Finances [Podcast]

Top 12 Stumbling Blocks We See with Doctors' Finances [Podcast]

Here at MD Financial, we think that a better educated client is a BETTER CLIENT. Our goal in “More Money Minutes for Doctors” is to teach you many of the stumbling blocks that doctors have encountered during their journey. This will help save you from unnecessary stress and heartache, and provide you with a more stable financial future. In today’s episode, Katherine Vessenes, JD, CFP®, CEO and Founder of MD Financial Advisors discusses the top problems she has seen through the years.