We saved for 40 years now what and how do we plan to take out the money once we are in retirement. CFP Mars Turiq helps us understand the pitfalls and what to do now so we can be comfortable later. What are his views on the student loan forgiveness proposal? How do we manage…
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3 in 1: how to compare food/grocery delivery services, cutting expenses from your budget and discovering a side hustle side job to raise your income and pay down your debt and save for future endeavors. Many ideas shared for side hustle. Welcome back to the doctor’s perspective, Episode 47 minisode. So we’re going to discuss…
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Life Insurance can be confusing. Trevor Jackson walks us through infinite banking, be your own banker, tax free retirement, as well as term, permanent, universal life, million dollar baby plans, super funding and living benefits. With a background in health insurance sales, what prompted him to begin a career in finance and why did he…
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Doctor based Retirement and Investment options. Jason Rainier CFP will cover FSA’s, 401K, SEP IRA, 529B education funds, Trusts, Estate taxes, Wills, Index vs Managed Funds and Life Insurance. Novice or established you will learn something new. What is a Certified Financial Planner, CFP? Qualifications, job role, CE’s etc. While the CFA has a broad…
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Doctors have multi 6 figure student loan debt. Don’t feel trapped any longer. Travis Hornsby CFA has done 1000s of reviews to put you in the correct student loan repayment or forgiveness plans. He gives so much valuable advice on this episode. Refinance and varying plans of student loan forgiveness or just a few options…
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Taxes: are you paying to much? What about write offs like home offices and reducing your bill with proper entities like an S-corp and K distributions? Have you thought about 401k retirements yet? Let’s review. A doctor’s perspective net many sewed this time is cash practice PT with Jared Carter Episode 70 taxes it’s about…
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