Financial Planning

Episode 214: Important Student Loan Policy Updates w. Meagan McGuire

Today we dive into the world of student loans with Meagan McGuire, a Certified Student Loan Professional with extensive expertise in student loan policy and planning. Meagan, who has advised on over $380 million of student debt, sheds light on the implications of... read more

Episode 212: A Common Misconception About Spousal Life Insurance

 Today we are talking about a crucial financial aspect: spousal life insurance. As a financial advisor, I’ve encountered tragic stories that highlight the significance of proper life insurance coverage. At the heart of the discussion are two often overlooked... read more

Episode 211: Tax Brief – Asset Sale Vs. Stock Sale In Selling Your Practice Or ASC w. Evgeni Ivanov

 In this final segment of our two-part series with tax expert Evgeni Ivanov, we dive back into the complex realm of business transition. Focusing on the distinction between a stock sale and an asset sale, this episode unravels the critical factors that should be... read more

Episode 198: Exploring 457 Plans For Academic & Government Employees

 Today we delve into the topic of 457 plans as a component of employee benefits, an area we have not explored previously. I want to take the opportunity to provide a comprehensive understanding of these plans, highlighting their distinctions from the widely known... read more

Episode 197: Academic Year-End Roundup – Financial Tips For Graduating Residents & Fellows

As the academic year draws to a close, it’s a time of excitement and anticipation for many residents and fellows. You’ve worked hard to hone your skills and gain valuable experience, and now you’re preparing to take the next step in your career. But... read more