エピソード

  • Hidden Money Levers

    Hidden Money Levers
    2024/09/30
    Money can undoubtedly stir emotions. Your initial memories and experiences with money can create a lasting impression on your money habits, which ultimately can play a part on determining your legacy. Were your first money experiences good or bad? Was money a sore subject in your youth? Uncovering and labeling these experiences may help you understand why money is emotional to you.
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    8 分
  • The Physician Signing Bonus

    The Physician Signing Bonus
    2024/09/13
    Many physicians receive a bonus when signing employment contracts. These bonuses can be nice additions to a new job; however, where there is income, taxes exist. Learn about the most popular forms of physician signing bonuses and how they impact your income tax. You may not be able to change your signing bonus, but you can plan for it!
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    17 分
  • When To Purchase A Life Insurance Policy

    When To Purchase A Life Insurance Policy
    2024/08/30
    Too often the conversations about life insurance are geared toward how much insurance to purchase. This conversation focuses on when to consider life insurance purchases and changes. What do you look for when you look at your own policies? Easy ways to make sure your insurance policies are up to date.
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    18 分
  • Unified Gift And Estate Tax Exemption

    Unified Gift And Estate Tax Exemption
    2024/08/15
    What are gift taxes? What are estate taxes? These taxes are uniquely positioned to work together, yet they are distinct taxes. Learn the basics of how these taxes work. Understanding the basics of these taxes might help you plan for your kids.
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    10 分
  • Are We Saving For Someone Else?

    Are We Saving For Someone Else?
    2024/07/30
    We are all saving for someone else, even if we're saving for ourselves. As time passes, are we taking care of our future selves? How can we be aware of what we will need as we get older.
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    7 分
  • Summer Financial Planning Conversations

    Summer Financial Planning Conversations
    2024/06/28
    The summer often provides a bit slower routine, which allows us time and capacity to consider what's important in our lives. In financial planning, understanding the kind of life you want to live is a great accomplishment. With some self-awareness, you can prioritize meaningful planning objectives and filter those that aren't.
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    7 分
  • Combining Finances

    Combining Finances
    2024/05/30
    How do you go about combining finances after you get married? Here are some talking points, fundamentals, and things to consider when combining finances.
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    19 分
  • Term Life Insurance

    Term Life Insurance
    2024/05/15
    How does term life insurance work? Life insurance is generally pretty complicated. Term life insurance is the simplest kind of life insurance, but there are a few things to be aware of. I've seen too many individuals get bad advice on their life insurance because it benefitted the insurance agent. Life insurance shouldn't be a zero-sum game, and you shouldn't have heartache when buying life insurance. In this podcast, learn some of the basics of the two primary types of term life insurance, their pros and cons, and what to look out for when reviewing or purchasing a policy.
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    18 分