Latest Episodes
188
Real Estate Diversification - Smart Investment Strategies
Is real estate the key to diversification, or is it a step toward concentration? Today we dive into the complexities of diversification in real...
187
Why Budgeting Matters - Align Your Finances
What does your money say about your values and priorities? In this episode, we dive into the power of budgeting—not as a punishment, but...
186
What a Trump Win Means for Your Personal Finances
With the recent election now over and year-end tax planning on the horizon, many investors are feeling anxious about the future of their portfolios....
How Much House Can You Really Afford? - Budgeting for a Home
How much house is the right amount? In this episode, Jen Quire, Partner and CFO, explores the financial and emotional complexities of buying a...
Avoid Getting Taxed Twice - Common Errors and Easy Fixes
Are you unknowingly paying more taxes than you should? Double taxation is a common but avoidable issue that costs people thousands of dollars each...
The SAVE Plan Blows Up – What’s Next for Physicians and Student Loans?
We’re back! After a brief hiatus, we’re excited to relaunch Finance for Physicians with fresh insights and a commitment to bringing you new episodes...