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A frank conversation with a ”strategic accountant” - what does one look like? episode artwork

EPISODE · Oct 9, 2022 · 47 MIN

A frank conversation with a ”strategic accountant” - what does one look like?

from How is my Financial Health, Doc? · host Vu Kiet Tran

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 finance. One of the major player among these experts are the accountants. If they do not talk to us about things we are not aware of, how are we supposed to be aware? It is not so much what is said that is important. It is what is not said. So, are you having conversations with your accountant about things that are not said?   If would like to leave any comments or suggestions for future episodes, please email me at [email protected]

What this episode covers

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 finance. One of the major player among these experts are the accountants. If they do not talk to us about things we are not aware of, how are we supposed to be aware? It is not so much what is said that is important. It is what is not said. So, are you having conversations with your accountant about things that are not said?   If would like to leave any comments or suggestions for future episodes, please email me at [email protected]

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A frank conversation with a ”strategic accountant” - what does one look like?

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This episode is 47 minutes long.

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This episode was published on October 9, 2022.

What is this episode about?

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...

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