Sharing financial insights to help physicians make educated financial decisions.
Episodes
Tuesday Sep 21, 2021
Tuesday Sep 21, 2021
Chad talks with Scott Halvorsen about the importance of understanding your employment contract.
Friday May 22, 2020
Friday Jan 17, 2020
Thursday Nov 21, 2019
Friday Sep 27, 2019
Friday Sep 27, 2019
Chad and Eric discuss identifying fraudulent investments and how to protect yourself as an investor.
Wednesday Sep 04, 2019
Monday Aug 19, 2019
Monday Aug 19, 2019
Chad and Trent discuss common issues they come across when reviewing tax returns.
Wednesday Aug 07, 2019
Wednesday Aug 07, 2019
Chad and Greg Zaugg discuss estate planning and how it applies to physicians.
Monday Jul 22, 2019
Monday Jul 22, 2019
Chad and Ryan discuss Qualified Charitable Distributions and several of the tax and logistical considerations for the strategy.
Monday Jun 10, 2019
Monday Jun 10, 2019
Chad and Jeff discuss the importance of managing and building good financial credit.