All Episodes

What's Your Attention Worth?

Spring Cleaning - Getting Unstuck in Your Finances

Traditional vs. Roth Retirement Plans

Do This Before Interviewing a Financial Advisor

Estate Planning is Romantic

Financial Fraud

Physical Fitness and Finances

Improve Your Finances, Create a Balance Sheet

Family Meetings

Backdoor Roth and the Pro Rata Rule

Physicians and Clinical Ownership with Kevin Pho on KevinMD

Benefits Enrollment

3 Spooky Reasons a Financial Plan Won't Work

A Goal-Setting Exercise

Impacts of Financially Supporting Adult Children

What is success for a physician?

We Have Two Lives...

The Black Hole of Disability Insurance

Investment Holding Companies

Legacy Buckets

Naming an LLC

Time Horizon Adjustment

Wind & Hail Deductible

Investing in a Down Market

Financial Planning in a Down Market

Legacy and Vacations

Hobbies

Per Stirpes Beneficiary Election

Funding a Trust

Sunk Costs

W2 Tax Planning: Income Sources And Tax Withholdings

New Year Resolutions

Figuring Out What We Want

W2 Tax Planning: Donation Bunching

Communicating Your Plans

Buy-Sell Agreements

Do Physicians Need An LLC?

Balancing Financial Complexity

Hidden Money Levers

The Physician Signing Bonus

When To Purchase A Life Insurance Policy

Unified Gift And Estate Tax Exemption

Are We Saving For Someone Else?

Summer Financial Planning Conversations

Combining Finances

Term Life Insurance

Legacy After Death

Self Employment Tax

What If You Achieve Your Financial Goals? Then What?

Is An Inheritance An Obligation?

Umbrella Insurance Basics

Thoughts on Legacy

Why M Advisor Exists- A Mini Manifesto

Get Your Finances On Track In 2024

Troubles Of 2023

Financial Goals

What Is A Trust?

What Is A Will?

Financial Balance

Scary Unsuitable Transactions

Monetary Gain Vs. Legacy Impact

My Thoughts on "Die With Zero" By Bill Perkins

Balance On Living Life And Saving Money

What Are Annuities?

Financial Fitness

Money Isn't Enough

M Advisor Podcast 32 Making A Plan YOUR Plan

Individual Disability Insurance

Group Long Term Disability

What Really Matters

Naming Beneficiaries

Investment Fundamentals

Rolling 529 Plans Into Roth IRAs

457 Plans

Intro to Behavioral Finance - Confirmation Bias

What is an HSA?

Take Care of Yourself, Too, This Year!

Financial Self Assessment

The Future Is Unknown, Can Your Plan Keep Up?

Discussing Plans and Legacies with Family

Paying Down Credit Cards

Your New Budget

The Scary Consequences of Not Planning

Estate Planning without an Estate Plan

First Job Contract: A Delicate Financial Time for Physicians

Backdoor Roth Funding

Introduction to IRAs

Financial Success as a Mindset

Saving vs. Eliminating Debt

PSLF Public Service Loan Forgiveness

Hospital Retirement Plans

Physician Mortgages

Protect Against Personal Lawsuit

Moonlighting Income

How to Protect Income

Life Insurance in a Financial Plan

How to Save

M Advisor Podcast Announcement