Steven Podnos, MD, CFP

Steven Podnos, MD, CFP

Steven Podnos, MD, CFP, is a critical care physician and fee-only financial planner.  He is the principal of Wealth Care LLC in Central Florida.   E-mail him here.



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Living trusts exist in almost every estate plan, yet their uses and meaning are vague to most. Here is some guidance.

Most estate plans contain both a will and a trust or trusts. While both can name beneficiaries for your property, the differences sometimes cause confusion.

Physicians should have a strong understanding of asset protection. Here are six common mistakes to avoid.

I have seen physicians make many expensive mistakes during the retirement planning process. Here are a few of the most common.

Many physician families that have done estate planning have a "living trust" in their documents. Here's how it works and what it is useful for.

Finding the right balance between saving and spending differs for everyone, but there is one good rule of thumb to follow.

Determining where and how to invest is often a challenging process. Here are some tips for physicians.

Are you doing all you can to ensure financial stability during retirement? Here, a financial planner shares his key advice.

Many doctors experience a large gap between what they typically earn and their disability benefits. Here are five strategies to better protect yourself.

Asset protection is an increasing concern for many doctors. Not understanding that a large IRA inherited from a parent is vulnerable could be a tragic error.


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