The things you need to know about taxes! Subscribe on Apple Subscribe on Spotify What is the best tax planning strategy? Kelly Hurd, a Tax Manager with Physician Tax Advisors, joins us to discuss the foundation for all of your tax planning strategies. As with many things, organization is the key to success. That’s especially…

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farmtogether review

“You no longer need Bill Gates’ level of net worth to reap the benefits of investing in farmland.” says FarmTogether’s CEO Artem Milinchuk. Finding the appropriate mix of assets is essential to maximizing long-term returns and protecting your portfolio during unpredictable times. With continued uncertainty imminent, many investors have looked at adding alternative investments, such…

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Whether you have already made the decision to work with a fiduciary financial advisor or are trying to decide whether or not to work with a fee only fiduciary, starting here to learn more about the way that business relationship works is a great next step. Knowledge really is power, and when it comes to…

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Real Estate Investment Strategies with Coach Carson

Our entire lives we’ve been told when we buy a home, we are living the American Dream. Without a doubt, it’s one of the biggest decisions we make in our adult lives. And yes, it really can be a dream come true when we find the right house for our family. Many of you reading…

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Term insurance for physicians - doctors need term insurance

If you are a doctor and you have people that depend on your income to survive, it is critical that you get term life insurance to protect them in case you were to pass away. Working with so many clients has shown me just how important the subject of life insurance is to physicians. Not…

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Tax Planning for Physicians: Concepts You Need to Know

Are you on the verge of hiring a financial planner but unsure what your financial planner should be doing your finances. You know you want to work with someone who you trust wholeheartedly with your hard-earned money. While your schedule is insane and unpredictable, you want to know your planner is always going to make…

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Long term disability Insurance for Physicians, The Definitive Guide (1)

Obtaining long term disability insurance is absolutely critical to the financial health for a physician. It’s also extremely important to buy the right policy the first time, otherwise you could waste tens of thousands of dollars on the wrong policy. Your job is not only physically demanding but think about how your work would be…

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Woman skeptical of buying whole life insurance - what is whole life insurance

Whole Life Insurance isn’t needed and this is why. Buying insurance is like hedging your bets against the gamble of life. If something can go wrong, it generally does – and purchasing an insurance policy is how you keep those little mishaps from turning into huge problems. If you get in an automobile accident, for…

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Process of Making Good Decisions

Choosing a financial advisor might feel like a daunting task but it doesn’t need to be. You just need to know the right questions to ask, the right type of advisor (hint: it’s a flat, fee only, financial planner that works exclusively with physicians), and know when you should start working with an advisor. Throughout…

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