Doctor Money Matters

Doctor Money Matters

Download on the App Store

Doctor Money Matters episodes

  • Episode 5. Cory Fawcett, MD — Eliminating Debt




    Our guest is Cory Fawcett, MD, a recently retired surgeon in Oregon who has written books for medical professionals including Eliminating Debt which we talked about on the show. It and his other books are available on Amazon or his own website

    drcorysfawcett.com

    By eliminating debt from student loans, mortgages, practice expenses early, Dr Fawcett was able to cut back on the areas of his surgical practice that he did not enjoy. While he thought it would reduce his income, he actually was not impacted that much and found that he enjoyed his practice more. Too many health care professionals get caught up in the doctor lifestyle and find that they have to continue working extremely hard to maintain it. This can contribute to burnout.

     

    Get off the debt treadmill as soon as possible.
    0 min
  • Episode 4. Anjali Jariwala, CPA -- Taxes

    Welcome to episode 4 of the Doctor Money Matters podcast. We discuss the tax issues and finances with Anjali Jariwala, CPA founder of FIT Advisors. Taxes are a major issue for many high income healthcare professionals and proper planning can help minimize the pain.

    34 min
  • Episode 3. Ike Devji, JD -- Asset Protection

    Welcome to Episode 3. In this episode our guest is Ike Devji, JD an attorney in Phoenix, AZ who specializes in asset protection. This is an area of finance in which many healthcare professionals have little knowledge. Listen to Ike as he explains important concepts that you need to take to protect your assets prior to a lawsuit.

    43 min
  • Episode 4. Anjali Jariwala, CPA — Taxes


    Welcome to episode 4 of the Doctor Money Matters podcast. We discuss the tax issues and finances facing common with physicians and dentists with Anjali Jariwala, CPA founder of FIT Advisors.

    Taxes are the biggest expense for most high income healthcare professionals and proper planning can help minimize the pain.  

    Make sure you are funding your 401k, your 457b (if you have one), and your IRA. Also Anjali recommends putting money into to a Health Savings Account if you have access to one.

    If you are saving for your kids college, fund a 529 plan (the growth is tax free if used for education and may get you a tax credit depending on the state you live in)
    0 min
  • Episode 3. Ike Devji, JD — Asset Protection




     



     

    Welcome to Episode 3. In this episode our guest is Ike Devji, JD an attorney in Phoenix, AZ who specializes in asset protection. This is an area of finance in which many healthcare professionals have little knowledge. Listen to Ike as he explains important concepts that you need to take to protect your assets prior to a lawsuit. 

    0 min
  • Episode 2. Joel Greenwald, MD, CFP Basics of Financial Planning
    Welcome to episode 2. In this episode, our guest is Joel Greenwald, MD, CFP an internist who became a financial planner. Dr. Greenwald's company focuses on helping health care professionals with their financial situation. We discuss what to look for in a financial planner, when to start this process, and what you need to learn about retirement accounts. Click here for the episode 2 continuing education quiz.
    33 min
  • Episode 1. Jamie Fleischner — Disability and Life Insurance

    Welcome to the premiere of the Doctor Money Matters podcast. This episode starts with a short introduction about the podcast and your host, Tarang Patel, DO. We then discuss the basics of disability and life insurance with Jamie Fleischner, the founder of Set for Life Insurance, in Colorado. Jamie talks about what you need to know when buying these important policies which are part of a good financial foundation. Healthcare professionals are a big target for some unscrupulous insurance agents. Get educated about these topics before purchasing any policies. Click here to take the episode 1 continuing education quiz.

    28 min
  • Episode 1. Jamie Fleischner — Disability and Life Insurance
    Welcome to the premiere of the Doctor Money Matters podcast. This episode starts with a short introduction about the podcast and your host, Tarang Patel, DO.

    We then discuss the basics of disability and life insurance with Jamie Fleischner, the founder of Set for Life Insurance, in Colorado. Jamie talks about what you need to know when buying these important policies which are part of a good financial foundation. Healthcare professionals are a big target for some unscrupulous insurance agents. Get educated about these topics before purchasing any policies.

     

     

    0 min

About Doctor Money Matters

From the publisher's feed

Welcome to the Doctor Money Matters podcast.