The Physician's Guide To Financial Wellness

The Physician's Guide To Financial Wellness

Por: Trent DeBruin, Andrew Musbach
The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way.
CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians.
The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.
65 episodios disponibles

Latest episodes of the podcast The Physician's Guide To Financial Wellness

Mostrando página 2 de 4

A Deeper Dive on Roth IRA Conversions, Episode #45 11/04/2022
How to View Your Home Within Your Financial Plan, Episode #44 28/03/2022
Asset Location – A Way to Improve Your Investment Return, Episode #43 14/03/2022
5 Key Things to Address if Retiring in Your 50's, Episode #42 28/02/2022
Tax Planning Versus Tax Preparation, Episode #41 14/02/2022
Investing and the "Lifeboat Drill", Episode #40 31/01/2022
Should You Change Your Investments as You Approach Retirement?, Episode #39 17/01/2022
What to Do With Old Retirement Accounts (401k, 403b, 457b), Episode #38 03/01/2022
Making Sense of Your Pension Options, Episode #37 20/12/2021
Year-End Tax Planning Checklist, Episode #36 06/12/2021
Explaining Social Security and How to Maximize Your Benefit, Episode #35 22/11/2021
How Much Cash Should You Keep On Hand?, Episode #34 08/11/2021
What to Know About Mortgages and Refinancing, Episode #33 25/10/2021
Roth or Pre-Tax Retirement Contributions – Which Should You Make?, Episode #32 11/10/2021
It's Open Enrollment Season!, Episode #31 27/09/2021
How to Manage the Emotions of Investing, Episode #30 13/09/2021
Mailbag Episode #2, Episode #29 30/08/2021
Mailbag Episode #1, Episode #28 16/08/2021
The Key Questions You Should Ask a Financial Advisor, Episode #27 02/08/2021
Debunking 5 Common Myths About Managing Your Finances, Episode #26 19/07/2021
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