February 19, 2025

Mastering Money Management with Bruce Lorenz

37 minutes

In the premiere of season two of Meet the Toberts, Sue and Daren Tobert, a dynamic Gen X medical couple, embark on a journey to explore financial planning for physicians. With over 80 years of combined medical experience, they share insights on managing finances throughout a medical career, from the early days of training to retirement. Joined by Bruce Lorenz, a certified financial planner from New Retirement Advisors, they delve into the nuances of financial planning, discussing when to seek professional advice, the importance of disability insurance, and strategies for managing debt and investments. They emphasize the significance of early financial education and the power of compounding, offering practical advice for young physicians navigating the unique financial challenges of their profession. This episode is a must-listen for physicians at any career stage, offering valuable insights into creating a secure financial future.

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Chapters:

Introduction of Hosts and Podcast - 00:00:00

Episode Theme Introduction - Financial Planning Advice - 00:03:00

Guest Introduction - Bruce Lorenz and His Background - 00:05:00

Advice on Basic Financial Planning for Physicians - 00:10:00

Choosing a Financial Planner - 00:15:00

Unique Financial Challenges for Young Physicians - 00:20:00

Postponing Gratification and Budgeting - 00:25:00

Introducing New Retirement Platform (now Bolden) - 00:30:00

Closing Remarks and Guest Farewell - 00:36:06

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