We discuss stocks, bonds, mutual funds and what to look out for when creating your own investment portfolio. Bobby Lee and I also get into 401k's and 403b's and explain why you need to take full advantage of your company match. We will help you to understand some of the basic tools necessary for a healthy retirement. Take control of your finances with our free financial audit checklist.
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As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That's where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You'll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and...