M Advisor Podcast: Financial Clarity for Physicians

M Advisor Podcast: Financial Clarity for Physicians

by M Advisor

Paying Down Credit Cards

Credit cards have their rewards and benefits, but they aren't beneficial to everyone. Are you using credit cards to help your plan or are credit cards burdensome?

Your New Budget

A budget can be a great thing, but have you ever wondered if there's a more efficient budgeting blueprint? Can focusing on expenses help you save more? In this episode, learn how to develop a budget that gets you to save more money for your future! More information: https://www.m-advisor.com/blog/your-new-budget Hosted by Paul Morton, CFP®, ChFC®

The Scary Consequences of Not Planning

Even if you don't purposefully establish a financial plan, you already have a plan. Learn how ignoring a few key financial planning topics can lead to scary consequences. Take the time to make sure you don't make these mistakes. Happy Halloween, and be careful out there! Hosted by Paul Morton, CFP®, ChFC®

Estate Planning without an Estate Plan

What are some basic estate planning functions you've completed throughout your life that impacts your legacy? Estate planning is often thought of as a complicated process, but there are many simple and important tasks that can be completed to persuade your legacy. Hosted by Paul Morton, CFP®, ChFC®

First Job Contract: A Delicate Financial Time for Physicians

One of the most delicate times in a physician's financial life occurs after signing their first job contract. This time is when the tone is set for the rest of their careers. The balance between lifestyle and savings is determined for years to come. Hosted by Paul Morton, CFP®, ChFC®

Backdoor Roth Funding

The fundamentals of backdoor Roth IRA contributions are quite simple, and this episode explores the basics of what a backdoor Roth IRA means and how to do it. Hosted by Paul Morton, CFP®, ChFC®

Introduction to IRAs

Learn the basics of IRAs, from Traditional IRAs to Roth IRAs to employer-sponsored IRAs. What do all IRAs have in common and what variations are there? IRAs are a staple in the financial planning world, so it's important to understand how they work. Hosted by Paul Morton, CFP®, ChFC®

Financial Success as a Mindset

Why are some people "good" with money and some aren't? Do some people have skills that others don't have? In this episode, I discuss the very beginnings of financial success being a mindset, or maybe even an expectation. I reference an article, which can be found here: https://www.m-advisor.com/blog/youre-not-bad-with-money Hosted by Paul Morton, CFP®, ChFC®

Saving vs. Eliminating Debt

Should you prioritize paying your debt or saving?

PSLF Public Service Loan Forgiveness

What is Public Service Loan Forgiveness (PSLF) and how can it help you? Learn about the basics of PSLF and how to apply for PSLF! For professionals with student loans, the student loan rules are constantly changing. Learn about loan forgiveness programs that should be considered in your financial plan. Hosted by Paul Morton, CFP®, ChFC® More Information: https://www.m-advisor.com/blog/how-to-apply-for-pslf https://www.m-advisor.com/blog/infographic-how-to-apply-for-pslf

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