On this episode of the Physicians Financial Checkup podcast, Brent Boden, CFP®, interviews Michele Carey, Director of Professional Advisor Services at The Greater Cincinnati Foundation, to discuss Giving Tuesday and how physicians can give back to their communities through their time, talents, and money. This episode is a must-listen for all physicians who want to make a difference in the world.
Topics covered in this episode:

The importance of giving back to the communityHow physicians can use their time, talents, and money to make a differenceThe impact of philanthropy on the worldHow to get involved in Giving Tuesday


About Michele Carey:
Michele Carey is the Director of Professional Advisor Services at The Greater Cincinnati Foundation. She has over 20 years of experience in the financial services industry and is passionate about helping people make a difference in their communities.
About Brent Boden, CFP®:
Brent Boden is a Certified Financial Planner® and the host of the Physicians Financial Checkup podcast. He is dedicated to helping physicians achieve financial freedom so that they can focus on what matters most to them.
Aired on November 28th, 2023, also known as Giving Tuesday.

Visit the Greater Cincinnati Foundation for more information.
Or to learn more about Brent Boden and his services visit BrentBoden.com
#GivingTuesday #Philanthropy #PhysiciansFinancialCheckup #FinancialCoach #Financial Planning #TaxStrategies

Welcome to Physicians Financial Checkup, your go-to podcast and YouTube channel for prescription-level financial advice! 🌐 Join your host Brent Boden, CFP, as he dives into the world of financial wellness with industry trailblazer Vince Shorb, Founder, and CEO of the National Financial Educators Council (NFEC).

🎙️ In this insightful episode, we explore the crucial topics of financial literacy, behavioral aspects of money, and more. Get ready to elevate your financial IQ and gain actionable insights to supercharge your wealth-building journey.

🔗 Explore the intersection of medicine and money with expert guests, and join our community of physicians optimizing their financial health. Subscribe now for your regular dose of financial wisdom! 💼💡 

#PhysiciansFinance #FinancialWellness #MoneyMatters #Podcast

Are you a high net worth medical professional looking for a way to simplify your financial life and reach your financial goals? A virtual family office (VFO) may be the right solution for you. 🎯

A VFO is a team of financial experts who work together to provide comprehensive wealth management services to affluent families. VFOs can help you with everything from investment management to estate planning to philanthropic giving.

In this episode of Physicians Financial Checkup, we'll discuss the benefits of working with a VFO and how to choose the right one for your needs. We'll also share tips for building a team of financial advisors who can help you reach your financial goals

For more information check out brentboden.com or the Physicians Financial Checkup podcast for previous episodes.

👉📱Subscribe to our channel for more tips on financial planning for high net worth medical professionals! 🔔

Grab your copy of the Physicians Financial Checkup book for yourself or a holiday gift! 📖

Join us on the Physicians Financial Checkup Podcast, hosted by Brent Boden, for an insightful interview with Jeb Jarrell, a Certified Financial Planner and Chartered Philanthropic Advisor. Jeb, a seasoned veteran with over 10 years of experience in financial advising, shares his wealth of knowledge and expertise on this episode. From his academic journey at the University of Kentucky to his military service, Jeb's unique background offers a fresh perspective on financial planning.

Discover valuable insights and actionable advice as Jeb delves into the world of wealth management and financial planning. Whether you're a physician looking to optimize your financial well-being or simply interested in personal finance, this interview provides valuable takeaways for all.Don't miss this engaging conversation with Jeb Jarrell, hosted by Brent Boden, and visit Jeb's website at https://www.plentifulwealth.co/ for more information on how he can help you achieve your financial goals.

To get the FREE Planning Life After Retirement workbook Jeb mentioned on this episode!

Subscribe to the Physicians Financial Checkup YouTube Channel or visit BrentBoden.com for more information.

Subscribe to the Physicians Financial Checkup Podcast for more interviews with experts in the field.

Join host Brent Boden on the Physicians Financial Checkup Podcast & YouTube Show, where we unravel the intricate world of Estate Planning Basics for medical professionals in Episode 23. Discover essential insights, strategies, and expert advice tailored to the unique financial needs of doctors and healthcare providers.

In this informative episode, you'll learn how to safeguard your family's future, protect your assets, and minimize tax liabilities through effective estate planning. We will break down the fundamentals, including wills, trusts, healthcare directives, and more, offering a clear path toward securing your financial legacy.

Stay ahead of the curve and optimize your financial wellbeing by tuning in to Episode 23 of the Physicians Financial Checkup Podcast and YouTube Show. Don't miss this crucial resource designed to empower your financial future. Subscribe now for valuable tips and strategies specifically tailored to medical professionals.

For More Information visit BrentBoden.com

To get started right away and save 10% on your estate planning needs visit Trust&Will.com

In Episode 22 of the Physicians Financial Checkup Podcast and YouTube Show, we dive deep into the world of Year End Tax Planning Considerations for medical professionals. As the year draws to a close, it's essential for doctors and healthcare providers to make informed financial decisions that can help them maximize their tax savings and secure their financial future.

Hosted by Brent Boden, this episode features expert insights and actionable tips from renowned tax professionals who specialize in serving the medical community. Whether you're a seasoned physician or just starting your medical career, you'll gain valuable insights on how to navigate the complex world of tax planning.

Tune in to learn about tax-efficient investment strategies, deductions and credits specifically available to medical professionals, retirement planning options, and much more. Our guests will break down the latest tax laws and regulations to help you make smart financial choices and keep more of your hard-earned money in your pocket.

Don't miss this essential episode as we provide the financial prescription you need to ensure a healthy and prosperous financial future.

For more information visit BrentBoden.com

Welcome to the Physicians Financial Checkup Podcast, your trusted source for financial wisdom tailored to the needs of healthcare professionals. In this illuminating episode, host Brent Boden is joined by a remarkable guest, Zach Lemaster, CEO of Renttoretirement.com, and a practicing optometrist. Together, they explore the path to financial freedom through strategic real estate investments.

Zach Lemaster brings a unique perspective to the table, combining his expertise in healthcare with his role as the head of Renttoretirement.com, a company specializing in turnkey solutions for property investment. Join us as we uncover the secrets to purchasing properties that not only maximize equity but also generate consistent cash flow, ultimately paving the way for financial independence.

Whether you're a physician, nurse, or any healthcare professional, this episode offers valuable insights into how real estate can be a powerful asset in your financial portfolio. Discover the steps, strategies, and resources you need to build wealth and secure your financial future.

Tune in as Brent and Zach discuss the various opportunities within the real estate market and how they align with the goals and aspirations of healthcare practitioners. Learn how you can diversify your investments and take control of your financial destiny.

If you're looking to harness the potential of real estate to achieve financial freedom or simply seeking expert advice on maximizing your equity and cash flow, don't miss this episode. Subscribe now to the Physicians Financial Checkup Podcast and take the first step toward unlocking your path to financial security and independence. Your future starts here!

Check out RenttoRetirement.com for more information about real estate investing.
Or BrentBoden.com for more information on financial education and coaching.

This Podcast Episode was recorded on Riverside.fm
And Hosted by Fusebox.fm

Welcome back to the Physicians Financial Checkup Podcast, hosted by Brent Boden. In this enlightening episode, we're joined by a distinguished guest, attorney Andrew Schierberg from Stages Elder Law & Estate Planning in Florence, KY. Together, they embark on a crucial discussion about estate planning and elder care planning tailored specifically to the unique needs of healthcare professionals.

Healthcare professionals dedicate their lives to caring for others, but who's looking out for their futures? Tune in as Andrew Schierberg delves into the essential elements of estate planning, starting with the creation of vital estate documents. Learn how these documents can protect your assets, ensure your healthcare wishes are honored, and secure a comfortable retirement.

Quality of care is a concern not just for patients but also for healthcare professionals as they age. Discover strategies and options that healthcare practitioners can explore to receive top-notch care while maintaining their financial security.

One of the most challenging aspects of estate planning can be having open and honest family discussions about your wishes. Andrew and Brent provide valuable insights and advice on how to initiate these crucial conversations, ensuring that your loved ones are well-informed and prepared.

If you're a healthcare professional seeking guidance on estate and elder care planning or looking to navigate the intricacies of securing your legacy, this episode is a must-listen. Join us as we unravel the complexities and empower you to make informed decisions about your future.

Don't miss this engaging conversation on the Physicians Financial Checkup Podcast. Subscribe now and gain the knowledge you need to safeguard your assets, plan for your elder care needs, and preserve your hard-earned legacy. Your peace of mind is just a click away!

Visit Stages Elder Law and Estate Planning or the Life Care Planning Network for elder law attorneys near you.
For more information about this show and resources visit BrentBoden.com.

This podcast is hosted by Fusebox.fm

Welcome to another insightful episode of the Physicians Financial Checkup Podcast, hosted by Brent Boden. In this episode, we are joined by a distinguished guest, Jay Mueller, President of Camargo Insurance in Cincinnati, OH. Together, they embark on a deep dive into the critical world of insurance for healthcare professionals.

The safety and financial well-being of healthcare professionals are paramount, and insurance plays a pivotal role in achieving this. Jay Mueller brings his wealth of expertise to the table as he sheds light on the multifaceted realm of property and casualty insurance for healthcare practitioners.

Tune in as they explore various facets of insurance coverage, including personal liability, renters, home, and auto insurance. Discover the essential safeguards every healthcare professional should have in place to protect their assets and reputation.

But that's not all; the discussion extends to the importance of business insurance, particularly in the context of healthcare practices. From malpractice insurance to cybersecurity measures, Brent and Jay delve into the critical considerations for safeguarding your practice and patients.If you're a healthcare professional seeking comprehensive insurance guidance or simply looking to understand the ins and outs of property and casualty insurance, this episode is a must-listen. Join us as we uncover invaluable insights that can help you secure your financial future and protect what matters most.

Don't miss this engaging conversation on the Physicians Financial Checkup Podcast. Subscribe now and gain the knowledge you need to make informed decisions about your insurance needs. Your financial health depends on it!

To learn more about Camargo Insurance or Schedule Your Free Insurance Analysis.

For more information visit BrentBoden.com.

This episode was recorded using Riverside.fm recording studio.
Podcast Hosting by Fusebox.fm.

Welcome to the Physicians Financial Checkup Podcast where we delve into the financial insights that matter most to medical professionals.
 
 Today, I have the privilege of hosting David McKnight, a renowned author and expert in the financial services industry.  David is a graduate of Brigham Young University and for the past 23 years has helped thousands of Americans on the road to the zero percent tax bracket.  He has made frequent appearances on Forbes, USA Today, New York Times, Fox Business, CNBC, Kiplingers and numerous other national publications.
 
 With his bestselling book that launched in 2018 "The Power of Zero," that has sold over 350,000 copies!  For 2 consecutive years Forbes Magazine has ranked the Power of Zero as a top 10 financial resource in the country!  It was also recently made into a full-length documentary film entitled: The Power of Zero: The Tax Train is Coming.  And his follow up books  "Look Before Your LIRP," and "Tax-Free Income for Life," have empowered countless individuals to navigate the complex world of finance and taxation.
 
 Join us as we explore the wisdom David McKnight brings to the table.  Or pick up your copy of The Power of Zero.

For More Information visit BrentBoden.com.

Podcast Hosted by Fusebox.fm
Video Podcast Recorded on Riverside.fm