What Really Matters

M Advisor Podcast: Financial Clarity for Physicians di M Advisor

Note sull'episodio
In case of a natural disaster, what do you take with you? What items in your house do you save? For many of us, the stuff we hold onto doesn't matter. Our kids will someday do inventory of all the things we saved and figure out how to get rid of much of it. We don't our stuff with us, so it's important to begin the process of figuring out what really matters.
Parole chiave
legacyestate planningfamily valuesdoctorsbalance sheetretirementfinancial advisorfinancial goalsbehavioral financeinheritance