Money Minutes for Doctors

by MD Financial Advisors

Katherine Vessenes, CEO and Founder of MD Financial, imparts her wisdom on topics ranging from financial planning and retirement, to life insurance; advice that’s specifically catered to medical professionals. Join us and subscribe so you’ll never miss Money Minutes for Doctors.

Episodes

SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

0s · Published 27 Mar 16:06

To learn more about these topics or access the previous episode Katherine mentioned, check out these hand selected posts:

Roth IRAs for Doctors Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/roth-iras-podcast?rq=Roth%20IRA

529 Plans Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/529-day-podcast?rq=529

SECURE Act 2.0 Article by Josh Lantz: https://mdfinancialadvisors.com/blog/secure-act-2?rq=529%20plan

4 Tax Rules for Doctors’ IRA Contributions [Podcast]

0s · Published 20 Mar 20:09

As we approach Tax Day, it's essential to ensure you've maximized your IRA contributions for 2023, so today we're tackling the intricacies of IRA contributions and tax rules. Let's dive into four crucial rules to consider when funding your IRA and filing taxes.

Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [Podcast]

0s · Published 21 Feb 23:31

Welcome back to More Money Minutes for Doctors. Tax Day will be here before we know it! Today's discussion revolves around a topic that promises to ease your future burdens: organizing your 2023 tax-related documents and beyond.

Mastering the Minimum Effective Financial Dosage for Doctors [Podcast]

0s · Published 02 Feb 17:18

Welcome back to More Money Minutes for Doctors. Today we delve into a crucial topic: determining the minimum effective financial dosage for doctors to achieve lasting financial security. In the realm of financial advice, countless articles offer tips for enhancing your finances. However, just as doctors prescribe the minimum effective dose for patients, should there not be a similar approach for doctors managing their finances? Let’s explore this concept.

Financial Considerations for Women in Medicine [Podcast with Dr. Kristy McAteer]

0s · Published 26 Dec 21:31

Understanding the Financial Dynamics of Pursuing a Doctor's Fellowship [Podcast with Dr. Kristy McAteer]

0s · Published 12 Dec 19:09

A Doctor's Guide to Avoiding Four Crucial Financial Pitfalls [Podcast]

0s · Published 29 Nov 22:24

Managing personal finances can often take a back seat to a doctor’s demanding schedules. However, overlooking key financial decisions in the early stages of a medical career can lead to long-term setbacks. Today we’re discussing common financial mistakes made by young doctors and offer strategies to avoid them.

1099 Tax Shelters for Doctors [Podcast]

0s · Published 14 Nov 22:11

For medical professionals navigating the intricacies of finance and retirement planning, understanding the distinctions between retirement account options is crucial. Two popular choices, the Sep IRA and the Solo 401K, present distinctive benefits and considerations. Here, we break down the key elements of each, shedding light on their respective advantages and limitations.

Small Steps Toward Financial Freedom for Doctors [Podcast with Dr. Kristy McAteer]

0s · Published 22 Sep 15:27

4 Numbers Every Doctors Needs to Know [Podcast]

0s · Published 13 Sep 15:57

Today Katherine Vessenes is joined by Josh Lantz as they discuss four numbers that are crucial for doctors wanting to retire with money in the bank.

Money Minutes for Doctors has 68 episodes in total of non- explicit content. Total playtime is 5:10:28. The language of the podcast is English. This podcast has been added on August 30th 2022. It might contain more episodes than the ones shown here. It was last updated on April 24th, 2024 15:12.