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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.
Six Common Physician Retirement Planning Mistakes
I have seen physicians make many expensive mistakes during the retirement planning process. Here are a few of the most common.
Understanding Trusts: The Basics for Physicians
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.
Planning for Physician Retirement: Are You Saving Enough?
Finding the right balance between saving and spending differs for everyone, but there is one good rule of thumb to follow.
The Dos and Don'ts for Physicians When Forming an Investment Portfolio
Determining where and how to invest is often a challenging process. Here are some tips for physicians.
Five Retirement Planning Tips for Physicians
Are you doing all you can to ensure financial stability during retirement? Here, a financial planner shares his key advice.
Inadequate Disability Insurance: A Rude Awakening for Many Doctors
Many doctors experience a large gap between what they typically earn and their disability benefits. Here are five strategies to better protect yourself.
Inheriting an IRA Can Present Unexpected Problems for Physicians
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.
Are Physicians Poor Investors?
Making smart financial decisions differs greatly from making smart medical and treatment decisions.
What Physicians Must Know About Financial Planning: The Assessment
During the assessment phase of financial planning, the physician's financial planner will provide recommendations that may lead to a more cohesive and thought out structure.
What Physicians Must Know About Financial Planning: The Objective Phase
The objective phase of financial planning for physicians requires addressing specific financial topics and assessing important documents.
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