
Sharing financial insights to help physicians make educated financial decisions.
Episodes

Sep 21, 2021
Sep 21, 2021
20 min
Chad talks with Scott Halvorsen about the importance of understanding your employment contract.

May 22, 2020

Jan 17, 2020

Nov 21, 2019

Sep 27, 2019
Sep 27, 2019
17 min
Chad and Eric discuss identifying fraudulent investments and how to protect yourself as an investor.

Sep 4, 2019

Aug 19, 2019
Aug 19, 2019
29 min
Chad and Trent discuss common issues they come across when reviewing tax returns.

Aug 7, 2019
Aug 7, 2019
18 min
Chad and Greg Zaugg discuss estate planning and how it applies to physicians.

Jul 22, 2019
Jul 22, 2019
13 min
Chad and Ryan discuss Qualified Charitable Distributions and several of the tax and logistical considerations for the strategy.

Jun 10, 2019
Jun 10, 2019
30 min
Chad and Jeff discuss the importance of managing and building good financial credit.
