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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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The great basic tenet of insurance is to plan for the small possibility of a large loss. Here are some of my other insurance tips for doctors.

As physicians, we take the Hippocratic Oath to swear that we uphold specific ethical standards. Don't you want a financial adviser who has done the same?

Over the years, I have seen many physicians make mistakes when planning for their children's education costs. Here are three of the most common.

Trying to compare your investment returns to any given benchmark can be misleading and lead you down the wrong path.

High-income earners sometimes transfer substantial amounts of family assets to their nonworking spouses. Here's why this is a big mistake.

The key difference between a revocable living trust and an irrevocable trust and when and why physicians should consider using them.

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.

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