Justin Harvey
Episode 251: Saving For Kids’ Education, Managing Competing Goals For New Attendings, & More!
Today I will be answering some of the most common questions listeners face, such as how to prioritize student loan repayments versus contributing to retirement accounts like Roth IRAs or 401(k)s. You’ll learn how to map out a clear repayment plan for your... read more
Episode 250: How To Protect Your Parents From Financial Fraudsters
In this episode, I’m revisiting the critical topic of financial fraud, which I last discussed back in episode 144. This time, I’m bringing a fresh perspective on how you can protect yourself and your loved ones from increasingly sophisticated scams. Cybercrime... read more
Episode 249: Is Direct Indexing Really All It’s Cracked Up To Be?
Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s... read more
Episode 248: Are Index Funds…. Safe? Depends On Which Index!
In this episode, we are diving into the complexities of using index funds as a “safe” investment option, particularly for short-term financial goals. Drawing from recent client interactions, I explain the misconceptions around the safety of index... read more