LongView Living: A Financial Education Resource for Physicians and Dentists

Bryan Hurlbut and John Jordan join us for a discussion about how common insurance products are taxed. CRN202603-4133529

Former military member, author, chef, entrepreneur and accomplished physician, Stephanie Anderson joins Jason Schultz for an inspiring discussion about overcoming challenges and refusing to allow a situation or person hold you hostage. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202603-4061114

How is your information protected? Today’s episode educates listeners on how institutions such as MassMutual continuously assess the risk and vulnerability of changes to the security of its infrastructure. Ethical Hacker, James Heffernan, provides tips for how you can help enhance your cyber security efforts. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202602-3988136

A Top Hat Plan is a 457(b) plan sponsored by a non-governmental 501(c) employer, which must cover only a select group of key management employees. In a hospital setting this typically includes physicians and high-level executives. Today’s episode educates on the features of a Top Hat 457 Plan.  We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202602-3900794

Do you have the knowledge to make educated decisions when reviewing your current coverage or purchasing new disability income insurance? Andrew Stone and Cooper Smith discuss factors that can contribute to the cost of owning a disability income insurance policy. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202602-3956229

The Fed’s dual mandate prescripts a focus on stable prices and maximum employment. But that’s not all the Federal Reserve does – it also makes data available to everyday people. That’s where FRED, or Federal Reserve Economic Data comes into play. Keith Taylor, our guest on this episode, is responsible for the strategic direction of FRED and family in the Research Division of the Federal Reserve Bank of St. Louis. Click this link to access the FRED website: https://fred.stlouisfed.org We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

According to the American Caregivers Study completed by Fidelity Investments in 2021, 58% of caregivers are not sure where to turn for planning resources. This episode intends to equip listeners with knowledge to navigate government benefits, special needs trusts versus ABLE accounts, healthcare issues related to financial planning for special needs individual, their families, and caregivers. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202602-3929234

How do you choose the right financial advisor for you? There are many different types and it is important to know what each advisor’s purpose is and how they can help you. In this episode, Beau Hill, CFP® and Noah Douglas discuss the roles and responsibilities of the different relationships you may encounter when seeking financial advice.  We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202601-3749497

Most Americans think that estate planning is at least somewhat important, but not many have a will or living trust. What would happen if you died in an accident or suddenly became incapacitated? Conner Ray, Attorney, educates us on how to communicate our end of life wishes with legally binding documents. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202602-3917095

Dr. Paul Hill, Psychiatrist at UT Health Science Center, provides his perspective on the factors relating to physician burnout and provides a few remedies. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202602-3875434

It can be overwhelming to make big financial decisions and unfortunately, oftentimes we get tunnel vision. Today's episode provides thought provoking examples and tactics to help us envision our entire financial picture.  We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202602-3859616

What is risk? When people talk about risk, typically what they're talking about is a risk of loss. Today’s episode provides an alternative perspective concerning the risk management of an investment portfolio. John Prather, CFP® and Marcus Esposito, CFP®, ChFC® discuss diversification of a portfolio across asset classes and within asset classes to encourage better investment decisions. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202601-3792640

Preparing for a medical residency is both exciting and nerve-racking. Since you are paid during training, it is important to be intentional about the cash flow management and spending habits you build during your training years. Those habits tend to follow you into your career. On this episode, Cooper Smith and John Jordan discuss ways to manage cash flow during residency. Click this link to download our expense worksheet and use it as resource to help you stay on track with your finances as you navigate transition into residency: LongView Planning Partners (longviewpp.com) We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202601-3668523

Economic Bubbles are simply described as a financial boom and bust. We can learn from disastrous bubbles such as The South Sea Bubble, The Florida Land Boom, The Mississippi Company, The Dotcom Bubble. In this episode, we are joined by Global Market Strategist, Brian Levitt, to discuss and dissect the anatomy of a bubble. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202601-3574646

As we head into the new year, this episode discusses goal setting. Our guest, Jerry Corless discusses how his goal setting principles have shifted in his 20 years of tracking the tactics associated with his goals. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202511-3389219

Looking back on events or situations allows us to have a clearer understanding of how things could have gone better. In this episode, Dr. Craig Moffett, a young practicing physician, offers our listeners still in training some practical suggestions for personal and professional growth. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202512-3400170

We aspire to improve the lives of our clients by helping them reduce their financial stress and accelerate their path toward financial independence. Today we discuss evolution of the financial services industry, its impacts on our clients and our practice with two CFP® whose careers span a combine 70+ years,  John Prather and Tim Sinks.  We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) CRN202512-3485411

Reading the tax code is does not typically make the “to-do” list. Thankfully, in today’s episode, we are joined by CPA Amanda Angle who provides a few tactics that may be helpful for our 1099 contractors to implement. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) LongView Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office located at [12 Cadillac Drive Suite 440 Nashville, TN, 615-309-6300]. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional. Not tax and legal. LongView Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office located at [12 Cadillac Drive Suite 440 Nashville, TN, 615-309-6300]. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional. Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate. CRN202511-3316071

Before deferment ends, it is critical to create a debt repayment plan to meet your student loan obligations. Although creating a debt repayment plan is a tedious project, this episode helps you identify where to begin when thinking about repayment. We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com) Read our article to learn more about this topic: Federal Student Loans - Income Driven Repayment Plans  CRN202511-3384553

Planning successfully is about achieving the goals one desires. With this, keep in mind, in planning we cannot lose sight of the bigger picture. Debt can be very emotional, and today's episode highlights key considerations for managing debt within the context of a plan.  CRN202511-3384560