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Tom Knutson, certified financial planner at Mayo Clinic joins us to give an in-depth look at wealth management for ophthalmologists. Mr. Knutson provides outstanding advice about everything from finding advisors and investigating firm fee structures, how to convert 529 accounts to Roth accounts, when to spend and when to save, to real estate and cryptocurrency. This is a can’t miss episode full of practical advice.
Subscribe to the podcast: https://MayoClinicOphthalmology.podbean.com
Follow and reach out to us on X and Instagram: @mayocliniceye
5
1616 ratings
Tom Knutson, certified financial planner at Mayo Clinic joins us to give an in-depth look at wealth management for ophthalmologists. Mr. Knutson provides outstanding advice about everything from finding advisors and investigating firm fee structures, how to convert 529 accounts to Roth accounts, when to spend and when to save, to real estate and cryptocurrency. This is a can’t miss episode full of practical advice.
Subscribe to the podcast: https://MayoClinicOphthalmology.podbean.com
Follow and reach out to us on X and Instagram: @mayocliniceye
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