WCI #226: The State of Physician Financial Literacy
How financially literate are physicians? White Coat Investor just celebrated our 10 year anniversary of providing personal finance and investing information to our colleagues. How have we done? In this episode we talk with the chief experience officer at Laurel Road https://whitecoatinvestor.com/laurelroad about the physician literacy survey we did together. We discuss how our peers rate their financial literacy, when they plan to retire, what they are investing in, how much they are saving, and more. How do you compare to your peers?
Physicians all over the country work with Cerebral Tax Advisors to lower their personal and business taxes through court-tested and IRS approved tax strategies. Medical professionals rely on Cerebral Tax Advisors for proactive planning strategies that help them lower their effective tax rate and increase their wealth. Alexis Gallati, founder of Cerebral Tax Advisors, has nearly two decades of experience in high level tax planning strategies and multi-state tax preparation. She’s also the author of the book “Advanced Tax Planning for Medical Professionals”, grew up in a family of physicians and is married to one. Cerebral’s services are flat-rate and they are focused on their client's return on investment. If you’d like to find out more or schedule a free consultation, visit their website at https://cerebraltaxadvisors.com
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
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