Episode 2. Joel Greenwald, MD, CFP Basics of Financial Planning
Doctor Money Matters
English - March 17, 2017 04:43 - 32 minutes - 30.2 MB - ★★★★★ - 207 ratingsCareers Business Health & Fitness Medicine retirement dentist doctor insurance optometrist personalfinance physician studentloans Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Previous Episode: Episode 1. Jamie Fleischner — Disability and Life Insurance
Next Episode: Episode 3. Ike Devji, JD -- Asset Protection
Welcome to episode 2. In this episode, our guest is Joel Greenwald, MD, CFP an internist who became a financial planner. Dr. Greenwald's company focuses on helping health care professionals with their financial situation. We discuss what to look for in a financial planner, when to start this process, and what you need to learn about retirement accounts. Click here for the episode 2 continuing education quiz.