Money Minutes for Doctors #63 ~ All things IRA
Brown Emergency Medicine
In this episode, host Kristina McAteer, MD, invites Dan Forbes, CEO of Forbes Financial, to explore the intricacies of retirement planning centered around the Roth IRA. They highlight its gold standard status due to the absence of minimum distribution requirements, making it a key consideration for tax planning. Listeners learn the flexibility of investing in both Roth and traditional IRAs simultaneously, enabling yearly review of tax liabilities and strategic investment decisions. The discussion delves into maximizing retirement contributions, including the option of a backdoor Roth for...
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Money Minutes for Doctors #44
Brown Emergency Medicine
Part 2 of Katherine Vesness and Dr. Kristina McAteer's discussion on how to make credit cards work for you, what types of cards are valuable and why, along with how credit scores are calculated. Key tips on how your credit score is compiled and what you can do to optimize your score now!
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Money Minutes for Doctors #43
Brown Emergency Medicine
The credit card: a helpful, useful, sometimes essential, occasionally financially devastating tool that occupies a major place in many families financial picture. This month we take a hard look in part one of our two part series on the credit card and how it may be used to bolster one’s financial foundation. We also examine the pitfalls and consequences of credit care usage left unchecked. Ms. Katherine Vessenes, CFP®, RFC, Founder and President of MD Financial Advisors, joins us for our monthly chat on all things finance.
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Money Minutes for Doctors #42
Brown Emergency Medicine
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Money Minutes for Doctors #36 ~ Making the Jump
Brown Emergency Medicine
We could name this one “Things I Wish I Knew Before” but it is the beginning of summer and positivity is the word!! Of course, knowing it all ahead of time is generally not in the cards for a graduating resident but we are here to help you chart that course into the life of an attending with the benefit of decades of experience from peers. Back again to assist with the transition to the next phase is our intrepid navigator of all things finance, Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors. Enjoy and stay cool!
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Money Minutes for Doctors #34
Brown Emergency Medicine
Here comes the big three: inflation, tax increases, reduced income. Let's have a frank chat about where we are headed.
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Money Minutes for Doctors #29
Brown Emergency Medicine
It has been said that the average taxpayer shouldn't be embarrassed about not fully understanding taxes. Quite frankly, who really does? Earned Income Tax Credit, multiple exemptions, filing deadlines ~ head scratchers for most, but we are here to help! To help guide us off of the dock and into the ever shifting waters often law is our professor of finance, Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors.
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Money Minutes for Doctors #28
Brown Emergency Medicine
This month we tackle the topic of inflation, the elephant in the room in any discussion on what your money can do for you long term. What is inflation? It's an economics term that means you have to spend more to fill your gas tank, buy a gallon of milk, or get a haircut. In other words, it increases your cost of living. Enjoy a deep dive on this incredibly important topic with Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors.
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Money Minutes for Doctors #27
Brown Emergency Medicine
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Money Minutes for Doctors #26 - Avoiding the Retirement Reef
Brown Emergency Medicine
We close out 2020 with a close look at the one of the more difficult segments of the retirement journey; those years leading up to end of the voyage. It is the final few miles that contain the unseen hazards that lurk just below the waterline, and it is not uncommon to bump into a rock (or two) before dropping anchor at the retirement destination. Our intrepid navigator of all things finance, Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors, is back to guide us through to a safe harbor.
info_outlinePart 2 of Katherine Vesness and Dr. Kristina McAteer's discussion on how to make credit cards work for you, what types of cards are valuable and why, along with how credit scores are calculated. Key tips on how your credit score is compiled and what you can do to optimize your score now!