PODCAST · business
Between Cases
by Kyle Lottman, CFA, CMT, CPA
Real money conversations happen every day in the doctor's lounge in between cases without a financial planner there to participate. This podcast is one financial planner's attempt to provide answers to these everyday questions. with some entertainment mixed in. Episodes will be concise with the occasional long episode where a guest discussion takes place.If you would like to submit questions for future episodes, you can email Kyle directly at [email protected] Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPAFollow me on social:X | <a target="_blank" rel="noopener noreferrer nofollow" href="https://ww
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Introduction to Kyle Lottman, CFA, CMT, CPA | Ep 1
Welcome to my first episode of Between Cases!I'm your host Kyle Lottman and this is the start of my journey sharing helpful information and stories with physicians on the podcast platform. In this episode I share my background and my journey to the role that I'm in now. My hope is that you will find value in this information and it will give you confidence in your finances. Please share with a coworker, family or friend if you find this information to be helpful. Looking forward to sharing this journey with you.If you would like to submit questions for future episodes, you can email Kyle directly at [email protected] Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPAFollow me on social:X | LinkedIn
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The Most Underutilized Account with a Triple Tax Benefit | Ep 2
There are many people with an HSA but the majority are missing out on how to fully leverage it. This episode covers how physicians, whether self-employed or employed can benefit from using this account to build wealth. It's rare that an account offers a triple tax benefit and this is one of those.If you would like to submit questions for future episodes, you can email Kyle directly at [email protected] Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPAFollow me on social:X | LinkedIn
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ABOUT THIS SHOW
Real money conversations happen every day in the doctor's lounge in between cases without a financial planner there to participate. This podcast is one financial planner's attempt to provide answers to these everyday questions. with some entertainment mixed in. Episodes will be concise with the occasional long episode where a guest discussion takes place.If you would like to submit questions for future episodes, you can email Kyle directly at [email protected] Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPAFollow me on social:X | <a target="_blank" rel="noopener noreferrer nofollow" href="https://ww
HOSTED BY
Kyle Lottman, CFA, CMT, CPA
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Frequently Asked Questions
How many episodes does Between Cases have?
Between Cases currently has 2 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.
What is Between Cases about?
Real money conversations happen every day in the doctor's lounge in between cases without a financial planner there to participate. This podcast is one financial planner's attempt to provide answers to these everyday questions. with some entertainment mixed in. Episodes will be concise with the...
How often does Between Cases release new episodes?
Between Cases has 2 episodes. Check the episode list to see recent publication dates and frequency.
Where can I listen to Between Cases?
You can listen to Between Cases on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.
Who hosts Between Cases?
Between Cases is created and hosted by Kyle Lottman, CFA, CMT, CPA.
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