M Advisor Podcast: Financial Clarity for Physicians

M Advisor Podcast: Financial Clarity for Physicians

di M Advisor

Monetary Gain Vs. Legacy Impact

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.

My Thoughts on "Die With Zero" By Bill Perkins

This is my thoughts on Bill Perkin's book "Die with Zero". I felt there was a good message in this book, and here are my thoughts.

Balance On Living Life And Saving Money

Saving money is important, but sometimes our lives get knocked out of balance. Medical school, residency, fellowship, and the first job contract are all situations where life gets busy, and the lack of money magnifies the craziness. Is it ever OK to have times when we don't save money? Or maybe we just need to give ourselves some grace when life gets hectic.

What Are Annuities?

Annuities can be uniquely complicated instruments. This is quite simply an educational overview on the basics of annuities.

Financial Fitness

We live everyday in our physical fitness, and we watch our abilities change with our diet and exercise. Likewise, do we have an financial fitness? Can we "work out" our financial lives to absorb emergencies and take advantage of opportunities? How does our emotional well-being fit into our financial fitness? You'll find some good questions to ask yourself!

Money Isn't Enough

Money is a tool, and we should consider valuing it as such. Money, in and of itself, isn't enough to create we're proud of.

Making A Plan YOUR Plan

Many people engage in financial planning seminars, books, and courses. Most of the time, the information is too general to provide your own stamp on these plans and the audience is often left asking, "Now what?"

Individual Disability Insurance

Get a broad introduction to individual disability insurance. What is individual disability insurance and what to look for. Get information to review your current insurance policy. Visit m-advisor.com to find more content, ask questions, and schedule meetings.

Group Long Term Disability

Group long-term disability insurance is offered by many hospital systems as a benefit to physicians. The details of this benefit are often overlooked. Learn about the basics of this benefit and what to look for when evaluating your own policy. Using the information from this podcast episode can help you create a better plan for you and your family.

What Really Matters

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.

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