Brown Emergency Medicine

Welcome to the official podcast series of the Brown Emergency Medicine Residency Program.

Money Minutes for Doctors #63 ~ All things IRA 04/02/2024

Money Minutes for Doctors #63 ~ All things IRA 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 high-income earners and the benefits of gifting Roth IRAs to future generations. Furthermore, recent legislative changes regarding 529 Plans and Roth IRAs are discussed, providing valuable insights into evolving retirement savings strategies. Throughout, McAteer and Forbes emphasize the personalized nature of retirement planning, urging listeners to explore diverse options tailored to their individual financial goals. /episode/index/show/brownem/id/30634328

Money Minutes for Doctors #44 03/30/2022

Money Minutes for Doctors #44 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! /episode/index/show/brownem/id/22617260

Money Minutes for Doctors #43 02/28/2022

Money Minutes for Doctors #43 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. /episode/index/show/brownem/id/22275935

Money Minutes for Doctors #42 01/31/2022

Money Minutes for Doctors #42 /episode/index/show/brownem/id/21967901

Money Minutes for Doctors #36 ~ Making the Jump 06/30/2021

Money Minutes for Doctors #36 ~ Making the Jump 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! /episode/index/show/brownem/id/19661939

Money Minutes for Doctors #34 04/25/2021

Money Minutes for Doctors #34 Here comes the big three: inflation, tax increases, reduced income. Let's have a frank chat about where we are headed. /episode/index/show/brownem/id/18854003

Money Minutes for Doctors #29 03/23/2021

Money Minutes for Doctors #29 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. /episode/index/show/brownem/id/18440381

Money Minutes for Doctors #28 02/27/2021

Money Minutes for Doctors #28 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. /episode/index/show/brownem/id/18115280

Money Minutes for Doctors #27 01/28/2021

Money Minutes for Doctors #27 /episode/index/show/brownem/id/17728757

Money Minutes for Doctors #26 - Avoiding the Retirement Reef 12/29/2020

Money Minutes for Doctors #26 - Avoiding the Retirement Reef 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. /episode/index/show/brownem/id/17354075

Money Minutes for Doctors #25 11/28/2020

Money Minutes for Doctors #25 Happy Thanksgiving everyone…we are back with the latest installment of Money Minutes for Doctors: Retirement Basics. This month we talk about what to expect upon retirement and the necessary planning that is essential to sailing off into the sunset. Hint: it is not as easy as dropping an anchor into a seemingly safe harbor! We are pleased to welcome back Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors. /episode/index/show/brownem/id/16981286

Money Minutes for Doctors #24 - The Side Gig, Part 3 ~ Underway 11/01/2020

Money Minutes for Doctors #24 - The Side Gig, Part 3 ~ Underway We are back with the 3rd installment of our discussion of side gigs. The planning is over and you have finally pointed your vessel toward the horizon. This is where tactical and strategic decisions will determine where and how far this trip to financial wellness will go. We revisit the side gig and and points to consider once you have thrown off your mooring lines and are finally underway! We are pleased to welcome back our trusty tactician Ms. Katherine Vessenes, President of MD Financial Advisors. /episode/index/show/brownem/id/16634570

Money Minutes for Doctors #23 - The Side Gig, Part 2 ~ Getting Started 10/02/2020

Money Minutes for Doctors #23 - The Side Gig, Part 2 ~ Getting Started Last month we talked about the unique opportunities and benefits of the side gig with Katherine Vessenes. But like any voyage worth taking, there should be a process of planning. It is daunting to consider casting off the lines and pointing your bow into unknown waters. But the opportunities that exist over the horizon when considering accelerating the progress toward one’s financial goals and overall financial wellness may well be worth the journey. /episode/index/show/brownem/id/16247735

Money Minutes for Doctors #24 - Finances in the time of COVID 05/05/2020

Money Minutes for Doctors #24 - Finances in the time of COVID The human devastation of COVID-19 is without peer…but the economic effects are not close behind. In this episode we discuss how the novel Coronavirus has altered the world’s financial landscape and how to survive the veritable hurricane that is currently ravaging the global economy. Without question, the steps we take now will help us survive into the future (physically and financially). Here to discuss the emerging and ever changing financial reality is Ms. Katherine Vessenes. /episode/index/show/brownem/id/14290730

Behind the Mask: Human Moments in the Era of COVID, Episode 1 05/03/2020

Behind the Mask: Human Moments in the Era of COVID, Episode 1 Dr. Kate Moretti has started a project to collect stories of healthcare workers and human moments in the midst of the COVID 19 pandemic. If you have a story to contribute, email us here: /episode/index/show/brownem/id/14261621

Money Minutes for Doctors #18 - Student Debt 10/26/2019

Money Minutes for Doctors #18 - Student Debt And now for a dreadful subject that ~ at best ~ was glossed over during your university years: Student Debt. Ah yes…the one topic that was not in the shiny brochure you picked up at the college fair. “But”, you say, “I am a doctor! This should be an easy one!” Well, unfortunately it is not that simple and we just can’t write an order to make this one go away. It is an unfortunate reality that many young physicians face coming out of medical school and one that needs a very detailed plan to navigate through. For this episode we speak to Josh Lantz, CRPC® / Chief Investment Officer, Financial Advisor, at MD Financial Advisors. /episode/index/show/brownem/id/11792369

Money Minutes for Doctors #16 - Purchasing a home, How to Decide & What to Know 10/26/2019

Money Minutes for Doctors #16 - Purchasing a home, How to Decide & What to Know LOCATION, LOCATION, LOCATION…that’s it, right?? Turns out ~ not quite!! This month’s edition of MMFD takes a hard look into the ins and outs of one of the largest purchases a person or family ever have to make…buying a home. It is not as easy as you may think and a measure of research goes a very long way. Back to help us navigate the shifting tides of the real estate market and the shoals of home purchasing is Ms. Katherine Vessenes. /episode/index/show/brownem/id/11792300

An Interview With Dr. Jessica Mason 06/11/2019

An Interview With Dr. Jessica Mason Dr. Jessie Werner interviews Dr. Jessica Mason about her career in medical education podcasting. /episode/index/show/brownem/id/10121099

Money Minutes for Doctors #14 04/23/2019

Money Minutes for Doctors #14 /episode/index/show/brownem/id/9493943

Money Minutes for Doctors #13 - Asset Protection 03/19/2019

Money Minutes for Doctors #13 - Asset Protection /episode/index/show/brownem/id/9056789

Money Minutes for Doctors #12 02/20/2019

Money Minutes for Doctors #12 The market is up…the market is down…the sky is falling…the best year ever!! /episode/index/show/brownem/id/8712413

Money Minutes for Doctors #11 - Contracts, Part 2 01/25/2019

Money Minutes for Doctors #11 - Contracts, Part 2 In this episode we jump back into contracts with part two of one of the most important topics for a physician coming out of residency. As usual, our talk is with Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors. Enjoy!! /episode/index/show/brownem/id/8395190

Money Minutes for Doctors #10 12/31/2018

Money Minutes for Doctors #10 A lively discussion of the employment contract as it pertains to today's doctors. /episode/index/show/brownem/id/8085293

Money Minutes for Doctors #9 11/27/2018

Money Minutes for Doctors #9 This month we sit down with Ms. Katherine Vessenes to talk about an often neglected topic in financial planning, what to do when encountered with the unspeakable reality of a catastrophe. While catastrophes come in many forms: disability, loss of a loved one, job loss, loss of home, etc…planning for the worst does not have to be as painful as the topic implies. /episode/index/show/brownem/id/7697930

Money Minutes for Doctors #8 11/06/2018

Money Minutes for Doctors #8 This month we take a look at financial trends unique to female physicians. Katherine Vessnes uses her expertise in guiding female clients to examine some of the mistakes that female doctors make as well as taking a look at strategies to build a solid all-around financial foundation. /episode/index/show/brownem/id/7451963

Money Minutes 7 10/02/2018

Money Minutes 7 /episode/index/show/brownem/id/7117304

Money Minutes 6 08/30/2018

Money Minutes 6 /episode/index/show/brownem/id/6985725

An Interview with Dr. Steven Selbst 08/06/2018

An Interview with Dr. Steven Selbst Hear Dr. Selbst's tips for success and advice regarding medical-legal issues in pediatric emergency medicine /episode/index/show/brownem/id/6895379

Money Minutes for Doctors #5 07/24/2018

Money Minutes for Doctors #5 /episode/index/show/brownem/id/6844618

An Interview With Amal Mattu 07/17/2018

An Interview With Amal Mattu Brown Visiting Professor Series /episode/index/show/brownem/id/6819164

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