Top 12 Stumbling Blocks We See with Doctors' Finances [Podcast]
Money Minutes for Doctors
English - October 01, 2020 14:12 - 28 MB - ★★★★★ - 12 ratingsInvesting Business Homepage Download Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed
Here at MD Financial, we think that a better educated client is a BETTER CLIENT. Our goal in “More Money Minutes for Doctors” is to teach you many of the stumbling blocks that doctors have encountered during their journey. This will help save you from unnecessary stress and heartache, and provide you with a more stable financial future. In today’s episode, Katherine Vessenes, JD, CFP®, CEO and Founder of MD Financial Advisors discusses the top problems she has seen through the years.
MD Financial’s goal is to provide more time and wealth to doctors, with less stress
Here at MD Financial, we think that a better educated client is a BETTER CLIENT. Our goal in “More Money Minutes for Doctors” is to teach you many of the stumbling blocks that doctors have encountered during their journey. This will help save you from unnecessary stress and heartache, and provide you with a more stable financial future. In today’s episode, Katherine Vessenes, JD, CFP®, CEO and Founder of MD Financial Advisors discusses the top problems she has seen through the years.
From Katherine’s childhood through her career at MD Financial Advisors, she has seen the catastrophic affects from doctors not fixing these top 12 problems:
Not realizing the shorter time frame to save
Overwhelmed with debt
Making bad decisions
Not understanding investing, in general
Not considering the taxes
Don’t know where the money actually goes
Overspending
Burnout
Haven’t thought about the future
Too busy
Underestimating how much is needed for retirement
Not properly protecting your family
If you feel that any of these problems apply to you, contact [email protected] to set up a consultation, where we can discuss solutions and how to get you MORE TIME AND WEALTH, WITH LESS STRESS.
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CONTACT US
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Katherine Vessenes, JD, CFP®, is the founder and CEO of MD Financial Advisors who serve 500 doctors from Hawaii to Cape Cod. An award-winning Financial Advisor, Attorney, Certified Financial Planner®, author and speaker, she is devoted to bringing ethical advice to physicians and dentists. She can be reached at [email protected].