All Episodes
Financial Clarity for Doctors — 212 episodes · page 1 of 3
End of Life Care Costs
Financial Milestones Worth Celebrating
Buy vs. Lease a Car
Hidden Expenses
529 vs Trump Accts vs UTMA vs Other
Summer Planning Checklist
The Trick is Not Minding That it Hurts
You Won the Lottery...Now What?
It's Not Just About Tax Minimization
The Stock Market Will Not Do What You Expect
Don't Even Try to Keep Up with the Doctors on TV
The Economy: Data vs Sentiment
The Challenges of Early Retirement
Teaching Kids to Save
Mutual Funds vs ETFs vs Other Investments
Realistic Return Expectations
Taxes are the Worst
Investing During Scary Markets
Dollar Cost Averaging vs Investing ASAP
Life is a Competition
SAVE Plan is Dead
Year in Review & 2026 Predictions
Revisit and Revise Your Financial Plan
Are We in an AI Bubble
Revisiting Disability Insurance
When Property Values Decline
Inflation
Fairytale Life Goals
AI Financial Advice
How Assumptions Affect Our Financial Plans
Selling to Private Equity
Impacts of OBBBA on Giving, Taxes, etc.
Tax-Efficient Charitable Giving
Busting Financial Planning Myths
Do You Need Alternatives in Your Portfolio?
The Goalpost Keeps Moving
Is PSLF Still Worth It?
How to Value Your Time
Job Stability In Today's Climate
Am I On Track
What's a Pension and Do Doctors Get One?
Common Questions We Get
Career Transitions
The Beginning of Another Trump Presidency
Planning for Pet Expenses
What it Means to Be a Fiduciary
Year in Review & 2025 Predictions
New Retirement Savings Rules
Should You Do That Home Renovation?
Should You Pay Off Your Mortgage Faster
Why Home & Auto Insurance is So Expensive
Will Housing Ever Be Affordable?
Getting Together & Breaking Up: Planning for Couples
Investing in an Election Year
Life Insurance Considerations for Doctors
Preparing for Declining Interest Rates
College Savings Revisited
What if You Need to Decrease Savings?
What You Need to Know About Social Security
You're Inheriting Money; Now What?
State of the US Economy
Increasing Your Luck Surface Area
Do You Feel Rich?
Needs vs. Wants
Are Rental Properties Right for You?
Is Insurance a Scam?
Our Personal Financial Strategies Unveiled
Some Things Never Change
What if I Mess Up?
Room for Error
Not Your Parents Financial Plan
What is Direct Indexing?
Reflect on Your Financial Plan in the New Year
Predictions Sure to Be Wrong
Gifting Thoughtfully This Holiday Season
Investing During Geopolitical Uncertainty
Which Health Insurance is Right for You
How Does Stock Have Value?
Gradual Improvements Go Unnoticed
Retirement Distribution Strategies
Traveling Without Breaking the Bank
Building a Custom Home
Blog: College Savings: 529 Plans & Recent Changes
Taboo Money Topics
Our Other Favorite Personal Finance Resources
More Federal Student Loan Updates
Blog: A Guide to Money in Residency
Do You Need a Financial Advisor?
Invest for a Long Time, Not a Good Time
Blog: 11 Ways to Teach Your Kids About Money
3 Financial Goals for Every Career Stage
Blog: Planning with Pride 2023
Housing Arbitrage
Blog: Cost of Short-Term Homeownership
Blog: What to Look for in a Disability Insurance Policy
Universal Principles of Money
Academic/Hospital Medicine vs. Private Practice
What Causes Banks to Fail?
Blog: PSLF One-Time Payment Adjustment
Home Buying: Pre-Owned v. New v. Custom