Financial Clarity for Doctors

Welcome back to another episode of Financial Clarity for Doctors!

Disability insurance is a hot topic for young doctors.  The most common question we get – Do I need my own policy?  There is a ton of heavy-handed advertising which can make it seem like it’s just a sales ploy, when in reality it is a VERY important part of financial planning.

In this episode Corey & Rachelle discuss:

• Why You Need Individual Disability Insurance

For more financial planning tips from Corey and Rachelle, find them on social media! 

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

https://thefinitygroup.com/

Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.

Welcome to another episode of Financial Clarity for Doctors!

Today we want to discuss your happiness and satisfaction and how it is largely tied to your expectations.

As a little kid, if you got the present you asked for, you were elated.  If you didn’t, you were disappointed.  The best way to avoid disappointment is properly managing your expectations.

In this episode we will talk about:

• Does Your Income Rise Faster Than Your Expectations

For more financial planning tips from Corey and Rachelle, find them on social media! 

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

https://thefinitygroup.com/

Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.

Welcome to another episode of Financial Clarity for Doctors!

We spend a lot of time talking about how to make sure you are in a good position to reach your long-term goals.  For most of our clients and listeners, you are in a good position with your career and income trajectory to be able to do that!  You’ve worked hard and you will very likely make a good income!

However, we do talk to a lot of folks, especially folks that are still on a resident or fellow salary, that are not in a good spot to work toward those long-term goals.  Sometimes, they aren’t even in a good spot to be able to make ends meet from month to month.

Today, we are going to focus on a few strategies to make the day-to-day more doable.

In this episode we will dive deeper into:

• Managing Expenses

For more financial planning tips from Corey and Rachelle, find them on social media! 

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

https://thefinitygroup.com/

Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.

Welcome to another episode of Financial Clarity for Doctors!  In todays episode we will discuss arguably the most important factor in achieving your long-term financial goals: how much you save. 

The more you save, the sooner you’ll get to where you want to go financially.  Basic math.  It will also give you more flexibility and cushion.

In this episode we will dive deeper into:

• Client Success Stories

For more financial planning tips from Corey and Rachelle, find them on social media! 

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

https://thefinitygroup.com/

Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.

Welcome to another episode of Financial Clarity for Doctors.   In todays episode we will discuss a topic regarding one of the most common requests we get...  Budgeting!

Many people only consider their ability to meet their fixed expenses and that is what we want to avoid.  In this episode we will dive deeper into the following:

• Traditional Budgeting

For more financial planning tips from Corey and Rachelle, find them on social media! 

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

https://thefinitygroup.com/

Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.

Welcome to another episode of Financial Clarity for Doctors.  In today's episode we want to talk about investing.  Specifically, investing towards your specific financial goals.

What would most people say if you asked them, "Why are you invested the way you are?" 

We also discuss:

• Risk Return Objectives

For more financial planning tips from Corey and Rachelle, find them on social media! 

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.

In today's episode we talk about the difference between having a financial plan and engaging in financial planning.  

In this episode we discuss:

• Initial steps in building a financial plan

Thank you so much for listening to this episode of Financial Clarity for Doctors podcast!  A financial planning podcast for physicians and other medical professionals.

For more financial planning tips from Corey and Rachelle, find them on social media! 

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.

A few episodes ago we talked about big things mattering more than little things.  In this episode we will talk about how little things matter, too.  Not in the sense that a single Starbucks coffee will impact your life – far from it.  Rather, how small micro-actions compounded over time can create big results.   

There are parallels between the principals to achieving physical fitness and financial fitness.  We utilize this analogy in depth to further explore how small actions add up over time. 

We also explore this principal in the context of: 

• Savings 

For more financial planning tips from Corey and Rachelle, find them on social media! 

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

Follow Finity Group On Social Media! 

https://thefinitygroup.com/

Instagram 

Facebook 

Twitter  

LinkedIn 

Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated. 

In today's episode we have a special guest coming all the way from Australia, Aussie Doc Freedom!

In this episode we discuss:

• What female investors do well that we can all learn from

Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group. 

For more financial planning tips from Corey and Rachelle, find them on

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

Find our guest Aussie Doc Freedom: https://aussiedocfreedom.com/

Follow Finity Group On Social Media!

 Apple Podcasts

Instagram

Facebook

Twitter 

LinkedIn

Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated. 

In today's episode we dive into the latest MGMA Physician income data!

In this episode we discuss:

• What specialties make the most 

Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group. 

For more financial planning tips from Corey and Rachelle, find them on

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

Follow Finity Group On Social Media!

 Apple Podcasts

Instagram

Facebook

Twitter 

LinkedIn

Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.