Money Minutes for Doctors

62 Episodes

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Money Tips from a Doctor [Podcast]

2025-12-09--:--

Five Bank Account Tips for Doctors [Podcast]

2025-02-21--:--

Contract Review for Doctors: Part 1 [Podcast]

2024-11-14--:--

5 Things Every Doctor Should Consider Before Retiring [Podcast]

2024-08-01--:--

Doctors and Financial Planning FOMO [Podcast]

2024-06-10--:--

Today Katherine Vessenes is joined by Ben Kirchner as they discuss financial planning FOMO.

SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

2024-03-27--:--

To learn more about these topics or access the previous episode Katherine mentioned, check out these hand selected posts:Roth IRAs for Doctors Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/roth-iras-podcast?rq=Roth%20IRA 529 Plans Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/529-day-podcast?rq=529SECURE Act 2.0 Article by Josh Lantz: https://mdfinancialadvisors.com/blog/secure-act-2?rq=529%20plan

4 Tax Rules for Doctors’ IRA Contributions [Podcast]

2024-03-20--:--

As we approach Tax Day, it's essential to ensure you've maximized your IRA contributions for 2023, so today we're tackling the intricacies of IRA contributions and tax rules. Let's dive into four crucial rules to consider when funding your IRA and filing taxes.

Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [Podcast]

2024-02-21--:--

Welcome back to More Money Minutes for Doctors. Tax Day will be here before we know it! Today's discussion revolves around a topic that promises to ease your future burdens: organizing your 2023 tax-related documents and beyond.

Mastering the Minimum Effective Financial Dosage for Doctors [Podcast]

2024-02-02--:--

Welcome back to More Money Minutes for Doctors. Today we delve into a crucial topic: determining the minimum effective financial dosage for doctors to achieve lasting financial security. In the realm of financial advice, countless articles offer tips for enhancing your finances. However, just as doctors prescribe the minimum effective dose for patients, should there not be a similar approach for doctors managing their finances? Let’s explore this concept.

Financial Considerations for Women in Medicine [Podcast with Dr. Kristy McAteer]

2023-12-26--:--

Understanding the Financial Dynamics of Pursuing a Doctor's Fellowship [Podcast with Dr. Kristy McAteer]

2023-12-12--:--

A Doctor's Guide to Avoiding Four Crucial Financial Pitfalls [Podcast]

2023-11-29--:--

Managing personal finances can often take a back seat to a doctor’s demanding schedules. However, overlooking key financial decisions in the early stages of a medical career can lead to long-term setbacks. Today we’re discussing common financial mistakes made by young doctors and offer strategies to avoid them.

Rich Doc. Broke Doc. Tax Shelters Rich Docs Use to Build Their Wealth Tax-Efficiently. [Podcast]

2023-11-14--:--

For medical professionals navigating the intricacies of finance and retirement planning, understanding the distinctions between retirement account options is crucial. Two popular choices, the Sep IRA and the Solo 401K, present distinctive benefits and considerations. Here, we break down the key elements of each, shedding light on their respective advantages and limitations.

Small Steps Toward Financial Freedom for Doctors [Podcast with Dr. Kristy McAteer]

2023-09-22--:--

Rich Doc. Broke Doc. Key Numbers Every Doctor Who Wants To Be a Rich Doc Needs to Know. [Podcast]

2023-09-13--:--

Today Katherine Vessenes is joined by Josh Lantz as they discuss four numbers that are crucial for doctors wanting to retire with money in the bank.

Doctors and Burnout [Podcast with Dr. Kristy McAteer]

2023-08-22--:--

In the landscape of modern medicine, the alarming rise of burnout among physicians has prompted critical discussions about how to sustain your careers and well-being. With the ever-increasing demands of medical practice, doctors find themselves facing unique financial challenges. In this episode, we delve into the insights shared by Katherine and Kristy who sheds light on the financial implications of burnout and offers practical strategies for physicians to embrace a life of abundance and create sustainable financial plans.

Physician Mortgages [Podcast]

2023-04-26--:--

Today Josh Lantz is joined by Neil Surgenor, a Physician Loans Specialist at TD Bank, and our topic of conversation is Physician’s Mortgages. Neil is going to tell us about the pros and cons of this doctor-targeted product.

10 Observations Over 10 Years of Working With Doctors [Podcast]

2022-03-09--:--

April 2021 marked MD Financial's 10 year anniversary of working exclusively for doctors. In that time we've learned so much about what makes you doctors resilient, compassionate, and have also learned about where you need our help the most.

Love and Money for Doctors [Podcast]

2022-02-02--:--

Love is in the air this month, but there's something familiar to us all that has the ability to turn that air sour. Money. Love and money are both something we'd consider human necessities, but they don't always mesh well. Studies have shown that roughy 40% of divorces occur because of how the other spouse handled money. Let's keep the love alive!Join us this week as Katherine and Kristy talk about love and money. Specifically how to broach the subject with your significant other before it has the chance to cause heartbreak.We invite you to join us this week as we talk about setting goals to improve your physical and financial health, and the pathway to achieving them!

Doctors, Get Your Kids through College Debt-Free, Part 2 [Podcast]

2021-12-16--:--

Back in April of 2021 we talked about maximizing SAT and PSAT scores as a means to get maximum college funding; in this episode we’ll be focusing on making your child more captivating to admissions boards and more qualified for scholarships.

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