In this episode we discuss financial planning strategies for physicians. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning doctors.
In this episode we discuss financial planning strategies for physicians. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning doctors. We emphasize the importance of flexible scheduling and organizing financial information. This episode also highlights relationship planning, charitable giving structures, business entities, and detailed partnership agreements.
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This week on Building Wealthy Habits:
- 0:00 Audiobooks and their benefits.
- 3:45 Financial planning for busy physicians.
- 8:14 Financial planning concerns for young physicians.
- 10:39 Financial planning for high-income physicians.
- 17:59 Organizing financial information for physicians and professionals.
- 22:49 The importance of planning for physician partnerships.
- 25:19 Financial planning for physicians and their professional relationships.
Connect with Randy:
- LinkedIn: https://www.linkedin.com/in/rkbarkley/
- Email: [email protected]
Connect with Jeremiah:
- LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
- Email: Jeremiah@tricordadvisors.com
Connect with Laura:
- LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
- Email: Laura@tricordadvisors.com
This content is developed from sources believed to be providing accurate information. The information provided is not written or intended as tax or legal advice and may not be relied on for purposes of avoiding any Federal tax penalties. Individuals are encouraged to seek advice from their own tax or legal counsel. Individuals involved in the estate planning process should work with an estate planning team, including their own personal legal or tax counsel. Neither the information presented nor any opinion expressed constitutes a representation by us of a specific investment or the purchase or sale of any securities. Asset allocation and diversification do not ensure a profit or protect against loss in declining markets. This material was developed and produced by Advisor Websites to provide information on a topic that may be of interest.