Sharing financial insights to help physicians make educated financial decisions.
Episodes
May 27, 2019
May 27, 2019
23 min
Chad and Trent discuss different options for managing cash within your investment portfolio.
May 13, 2019
May 13, 2019
28 min
Chad and Patrick discuss the important role equities play in an investor’s financial plan.
Apr 29, 2019
Apr 29, 2019
11 min
Mathew and Chad share thoughts and ideas about incorporating life insurance into your financial plan.
Apr 15, 2019
Apr 1, 2019
Apr 1, 2019
24 min
Patrick Brady and Chad Kelley try to make sense of the age old question “Should I pay down debt or save for retirement?” Each option has its pros and cons and together they discuss how to approach this dilemma.
Mar 18, 2019
Mar 18, 2019
27 min
Chad and Patrick discuss how to emotionally approach financial news and headlines as an investor.
Mar 4, 2019
Mar 4, 2019
17 min
Trent & Chad discuss the importance and role that rebalancing a portfolio plays in an individual’s financial plan. They discuss considerations and strategy that should be looked at during the rebalancing process.
Feb 18, 2019
Feb 18, 2019
17 min
Eric and Chad discuss some of the basic concepts about disability insurance. They review typical structures and coverage amounts in group and private disability policies.
Feb 11, 2019
Feb 11, 2019
18 min
Trent and Chad review the advantages of Roth accounts and their role in an investment portfolio. They discuss some basic investment strategy for Roth accounts and contribution limitations.
Feb 11, 2019
Feb 11, 2019
19 min
Buying a home is a financial decision that can have a ripple effect across your whole career and retirement. Eric and Chad discuss things to take into consideration when exploring the idea of purchasing a home.