Monetary Gain Vs. Legacy Impact

Monetary Gain Vs. Legacy Impact

M Advisor Podcast: Financial Clarity for Physicians di M Advisor
29 set 2023
08:26

Note sull'episodio

Viewing through the lenses of "What makes the most financial sense" vs. "What impacts my legacy." This is a juxtaposition of two viewpoints that, quite frankly, might not be too far apart.

Parole chiave

financial planning
legacy
estate planning
budgeting
saving
doctors
retirement
financial advisor
trust
inheritance