Financial Planning for Children with Special Needs
In this episode, we talk about six aspects of financial planning that are important to understand when you have a special needs child.
There are so many ways to invest successfully that the most important thing is to just pick something reasonable and stick with it. But it’s key to know which approach to take and why you’re picking that option.
In this episode, we talk about six aspects of financial planning that are important to understand when you have a special needs child.
Today's guest explains how an academic physician can narrow the pay gap by taking advantage of a 403(b), 457, PSLF, FMLA, and more.
Are you so worried about making a mistake that you don't do anything? Discussing this analysis paralysis, buying into an ASC, a home refi to pay off student loans, and more.
What you put in a Roth IRA will have a real impact on wealth accumulation. Stocks in a Roth will give higher expected returns, but there's no free lunch.
Are you paying too much in fees as a private real estate fund investor? Exploring the various charges so you can maximize your investment dollars.
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Today's guest is a physician turned financial advisor. Here are financial recommendations from his decades of experience and observations.
The popular platform Robinhood fosters a trader mentality and should be avoided. Also talking factor investing, finances of starting a new practice, tilting to US stocks, and lots more!
The Roth IRA is a great start for building your nest egg. There's no better vehicle for investing, tax reduction, asset protection, and estate planning.
Interview with Morgan Housel discussing behavioral finance and some of "the flaws, biases, and causes of bad behavior" often seen from investors.
We talk about six principles of asset location that you should be aware of in this episode as well as some basic tips that you should follow if you are trying to invest tax efficiently.
Round two with Rick Ferri and Paul Merriman. A wealth of information on factor investing, gold, low bond returns, Fed policy, preferred stocks, and lots more!
Today's guest has three criteria to help you cut through the marketing fluff and find the best financial advisor for reaching your goals.
ESG investing is the latest method for investing in environmental protection, social causes, & ensuring good corporate governance. But does it really work?
Rick Ferri and Paul Merriman join us today for a lively debate on the pros and cons of factor investing. An interview you'll want to listen to more than once!
Should you invest in private real estate syndications or funds? Here's how to know if you are the right investor for these high-risk investments.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
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