Financial Clarity for Doctors
By Finity Group
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Category: Investing
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Episodes: 187
Description
Corey Janoff and Rachelle Vanderzanden of Finity Group discuss pertinent financial planning topics affecting doctors and other medical professionals.
| Episode | Date |
|---|---|
|
When Property Values Decline
|
Oct 27, 2025 |
|
Inflation
|
Oct 13, 2025 |
|
Fairytale Life Goals
|
Sep 29, 2025 |
|
AI Financial Advice
|
Sep 15, 2025 |
|
How Assumptions Affect Our Financial Plans
|
Sep 01, 2025 |
|
Selling to Private Equity
|
Aug 18, 2025 |
|
Impacts of OBBBA on Giving, Taxes, etc.
|
Aug 04, 2025 |
|
Tax-Efficient Charitable Giving
|
Jul 21, 2025 |
|
Busting Financial Planning Myths
|
Jul 07, 2025 |
|
Do You Need Alternatives in Your Portfolio?
|
Jun 23, 2025 |
|
The Goalpost Keeps Moving
|
Jun 09, 2025 |
|
Is PSLF Still Worth It?
|
May 26, 2025 |
|
How to Value Your Time
|
May 12, 2025 |
|
Job Stability In Today's Climate
|
Apr 28, 2025 |
|
Am I On Track
|
Apr 14, 2025 |
|
What's a Pension and Do Doctors Get One?
|
Mar 31, 2025 |
|
Common Questions We Get
|
Mar 17, 2025 |
|
Career Transitions
|
Mar 03, 2025 |
|
The Beginning of Another Trump Presidency
|
Feb 17, 2025 |
|
Planning for Pet Expenses
|
Feb 03, 2025 |
|
What it Means to Be a Fiduciary
|
Jan 20, 2025 |
|
Year in Review & 2025 Predictions
|
Jan 06, 2025 |
|
New Retirement Savings Rules
|
Dec 23, 2024 |
|
Should You Do That Home Renovation?
|
Dec 09, 2024 |
|
Should You Pay Off Your Mortgage Faster
|
Nov 25, 2024 |
|
Why Home & Auto Insurance is So Expensive
|
Nov 11, 2024 |
|
Will Housing Ever Be Affordable?
|
Oct 28, 2024 |
|
Getting Together & Breaking Up: Planning for Couples
|
Oct 14, 2024 |
|
Investing in an Election Year
|
Sep 30, 2024 |
|
Life Insurance Considerations for Doctors
|
Sep 16, 2024 |
|
Preparing for Declining Interest Rates
|
Sep 02, 2024 |
|
College Savings Revisited
|
Aug 19, 2024 |
|
What if You Need to Decrease Savings?
|
Aug 05, 2024 |
|
What You Need to Know About Social Security
|
Jul 22, 2024 |
|
You're Inheriting Money; Now What?
|
Jul 08, 2024 |
|
State of the US Economy
|
Jun 24, 2024 |
|
Increasing Your Luck Surface Area
|
Jun 10, 2024 |
|
Do You Feel Rich?
|
May 27, 2024 |
|
Needs vs. Wants
|
May 13, 2024 |
|
Are Rental Properties Right for You?
|
Apr 29, 2024 |
|
Is Insurance a Scam?
|
Apr 15, 2024 |
|
Our Personal Financial Strategies Unveiled
|
Apr 01, 2024 |
|
Some Things Never Change
|
Mar 18, 2024 |
|
What if I Mess Up?
|
Mar 04, 2024 |
|
Room for Error
|
Feb 19, 2024 |
|
Not Your Parents Financial Plan
|
Feb 05, 2024 |
|
What is Direct Indexing?
|
Jan 22, 2024 |
|
Reflect on Your Financial Plan in the New Year
|
Jan 08, 2024 |
|
Predictions Sure to Be Wrong
|
Dec 25, 2023 |
|
Gifting Thoughtfully This Holiday Season
|
Dec 11, 2023 |
|
Investing During Geopolitical Uncertainty
|
Nov 27, 2023 |
|
Which Health Insurance is Right for You
|
Nov 13, 2023 |
|
How Does Stock Have Value?
|
Oct 30, 2023 |
|
Gradual Improvements Go Unnoticed
|
Oct 16, 2023 |
|
Retirement Distribution Strategies
|
Oct 02, 2023 |
|
Traveling Without Breaking the Bank
|
Sep 18, 2023 |
|
Building a Custom Home
|
Sep 04, 2023 |
|
Blog: College Savings: 529 Plans & Recent Changes
|
Aug 30, 2023 |
|
Taboo Money Topics
|
Aug 21, 2023 |
|
Our Other Favorite Personal Finance Resources
|
Aug 07, 2023 |
|
More Federal Student Loan Updates
|
Jul 24, 2023 |
|
Blog: A Guide to Money in Residency
|
Jul 12, 2023 |
|
Do You Need a Financial Advisor?
|
Jul 10, 2023 |
|
Invest for a Long Time, Not a Good Time
|
Jun 26, 2023 |
|
Blog: 11 Ways to Teach Your Kids About Money
|
Jun 14, 2023 |
|
3 Financial Goals for Every Career Stage
|
Jun 12, 2023 |
|
Blog: Planning with Pride 2023
|
Jun 07, 2023 |
|
Housing Arbitrage
|
May 29, 2023 |
|
Blog: Cost of Short-Term Homeownership
|
May 23, 2023 |
|
Blog: What to Look for in a Disability Insurance Policy
|
May 17, 2023 |
|
Universal Principles of Money
|
May 15, 2023 |
|
Academic/Hospital Medicine vs. Private Practice
|
May 01, 2023 |
|
What Causes Banks to Fail?
|
Apr 17, 2023 |
|
Blog: PSLF One-Time Payment Adjustment
|
Apr 12, 2023 |
|
Home Buying: Pre-Owned v. New v. Custom
|
Apr 03, 2023 |
|
Blog: 10 Tax Deductions for Doctors
|
Mar 22, 2023 |
|
Where to Put Your Cash Savings
|
Mar 20, 2023 |
|
What’s Better: Roth or Pre-Tax?
|
Mar 06, 2023 |
|
Blog: How Much Income Do I Need to Protect?
|
Mar 01, 2023 |
|
Spend it All
|
Feb 20, 2023 |
|
Blog: 6 Benefits of Being a Locum Tenens Physician
|
Feb 08, 2023 |
|
Secure Act 2.0 - Some Highlights
|
Feb 06, 2023 |
|
Blog: Retirement Planning for Doctors: How Much Do I Need to Retire?
|
Jan 25, 2023 |
|
Leaving a Legacy
|
Jan 23, 2023 |
|
Blog: 23 Financial Goals for 2023
|
Jan 16, 2023 |
|
Save Taxes With a Cash Balance Plan
|
Jan 09, 2023 |
|
Lessons from a Retired Surgeon
|
Dec 26, 2022 |
|
Blog: 5 Steps to Achieving Financial Independence
|
Dec 14, 2022 |
|
Investing When Markets Are Down
|
Dec 12, 2022 |
|
Blog: The Power of Compound Interest
|
Dec 07, 2022 |
|
Blog: How to Start an IRA
|
Dec 05, 2022 |
|
Adjusting to Rising Interest Rates
|
Nov 28, 2022 |
|
Blog: Should I Get Disability Insurance as a Resident?
|
Nov 17, 2022 |
|
Long-Term Care: What It Is and Do You Need It
|
Nov 14, 2022 |
|
Blog: How to Invest in a Bear Market
|
Nov 10, 2022 |
|
Blog: What is the Purpose of Tax-Deferred Retirement Accounts
|
Nov 03, 2022 |
|
Financial Prep When You Are Expecting
|
Oct 31, 2022 |
|
Blog: How Much Does Disability Insurance Cost
|
Oct 19, 2022 |
|
Anatomy of This Bear Market
|
Oct 17, 2022 |
|
Blog: Should I Do PSLF?
|
Oct 12, 2022 |
|
Teaching Kids About Money
|
Oct 03, 2022 |
|
Blog: How Does Tax Loss Harvesting Work?
|
Sep 29, 2022 |
|
Blog: *URGENT* Student Loan “Limited Waiver” Program
|
Sep 21, 2022 |
|
Financial Feedback Loop
|
Sep 19, 2022 |
|
Blog: Term vs. Whole Life Insurance
|
Sep 14, 2022 |
|
Student Loan Forgiveness Update
|
Sep 05, 2022 |
|
First Black Doctor at Her Hospital
|
Aug 22, 2022 |
|
Finance Tips for Residents
|
Aug 08, 2022 |
|
The R Word
|
Jul 25, 2022 |
|
Investment Return Expectations
|
Jul 11, 2022 |
|
Rising Housing Costs
|
Jun 20, 2022 |
|
Tax Treatment of Investments
|
Jun 06, 2022 |
|
Malpractice Insurance w. Jennifer Wiggins
|
May 23, 2022 |
|
Make More Money
|
May 09, 2022 |
|
Doctor Mortgage Loans w/ Casey McLaughlin
|
Apr 25, 2022 |
|
Old Retirement Accounts: What to do with Them
|
Apr 11, 2022 |
|
Financial Planning Hot Takes
|
Mar 28, 2022 |
|
Financial Wellness Made Me A Better Doctor - Featuring Jordan Frey
|
Mar 14, 2022 |
|
First Time Home Buying
|
Feb 28, 2022 |
|
Don’t Make These Mistakes
|
Feb 14, 2022 |
|
Timing The Market
|
Jan 31, 2022 |
|
PSLF Overhaul
|
Jan 17, 2022 |
|
Simple VS Complex
|
Jan 03, 2022 |
|
Stealth Wealth
|
Dec 20, 2021 |
|
When Headlines Drive Decisions
|
Dec 06, 2021 |
|
Target Date Funds - Good Or Bad?
|
Nov 22, 2021 |
|
The Importance of Individual Disability Insurance and The Pitfalls of Group Coverage
|
Nov 08, 2021 |
|
Reality Minus Expectations = Satisfaction
|
Oct 25, 2021 |
|
Spending More Than You Make
|
Oct 11, 2021 |
|
Your Savings Rate Matters A Lot
|
Sep 27, 2021 |
|
Budgeting Tips
|
Sep 13, 2021 |
|
Why Are You Invested The Way You Are
|
Aug 30, 2021 |
|
Financial Plan VS Financial Planning
|
Aug 16, 2021 |
|
Little Things Matter
|
Aug 02, 2021 |
|
Invest Like A Girl - With Guest Aussie Doc Freedom
|
Jul 19, 2021 |
|
Physician Compensation Data
|
Jul 05, 2021 |
|
Investing: What The Research Says
|
Jun 21, 2021 |
|
50 Nuggets of Financial Wisdom
|
Jun 07, 2021 |
|
Back To Basics Investing 101
|
May 24, 2021 |
|
Big Things Matter More Than Little Things
|
May 10, 2021 |
|
Should I Buy or Rent a House?
|
Apr 26, 2021 |
|
Cryptocurrencies - What You Need To Know
|
Apr 12, 2021 |
|
Investing in Startups with Mr. EPG
|
Mar 29, 2021 |
|
Ways to Pay for Home Repairs and Renovations
|
Mar 15, 2021 |
|
Timing the Market vs Time in The Market
|
Mar 01, 2021 |
|
Unexpected Death
|
Feb 15, 2021 |
|
Disproportionate Impacts of The Recession w/ Peggy Haslach
|
Feb 01, 2021 |
|
Protecting Short Term Needs with Tyler Olson
|
Jan 18, 2021 |
|
2021 Predicitions
|
Jan 04, 2021 |
|
Education Planning and College Savings 101
|
Dec 21, 2020 |
|
Investing in Individual Stocks
|
Dec 07, 2020 |
|
Happy Thanksgiving! A Few of the Things We're Thankful This Year.
|
Nov 23, 2020 |
|
Permanent Life Insurance – The thing we all love to hate.
|
Nov 09, 2020 |
|
How Politics Affect the Stock Market w/Cole Kimball
|
Oct 26, 2020 |
|
Socially Respoinsible Investing with Japie Steyn
|
Oct 12, 2020 |
|
Smart Money Moves Doctors Should Make
|
Sep 28, 2020 |
|
Kids Are Expensive!
|
Sep 14, 2020 |
|
How Much Money Do Doctors Need to Retire
|
Aug 31, 2020 |
|
Tax Loss Harvesting
|
Aug 17, 2020 |
|
We Have Met the Enemy and It Is Us!
|
Aug 03, 2020 |
|
How Much House Can a Doctor Afford?
|
Jul 20, 2020 |
|
Physician Employment Contract Review
|
Jul 06, 2020 |
|
Transitioning from Residency to Practice
|
Jun 22, 2020 |
|
Debt Vs. Investing. What Should You Do First?
|
Jun 08, 2020 |
|
Own-Occupation Disability Insurance: Do I need it?
|
May 25, 2020 |
|
Let's Talk Money, Honey! With Carl Richards
|
May 11, 2020 |
|
On FIRE with Physician on FIRE
|
Apr 27, 2020 |
|
Navigating a COVID-19 Market w/Aaron Lewis MD
|
Apr 13, 2020 |
|
COVID-19: A Physician Spouse's Perspective
|
Apr 06, 2020 |
|
Investment Risks Doctors Face
|
Mar 30, 2020 |
|
Backdoor Roth IRA
|
Mar 16, 2020 |
|
How Sleep Affects Burnout w/Brandon Peters
|
Mar 02, 2020 |
|
Single on Valentine's Day? Let's Talk Money!
|
Feb 14, 2020 |
|
Tax Planning for Doctors w/Ryan Kramer
|
Jan 30, 2020 |
|
Avoiding Burnout w/the Physician Philosopher
|
Jan 18, 2020 |
|
PSLF: What Doctors Need to Know
|
Jan 03, 2020 |
|
Holiday Gift Giving
|
Dec 15, 2019 |
|
Estate Planning Essentials w/Bob Kabacy
|
Dec 08, 2019 |
|
Selling a Home w/Rick McDowell
|
Nov 25, 2019 |
|
Home Buying w/Rick McDowell
|
Nov 10, 2019 |
|
Divorce (2/2): What to Know Beforehand w/Blake Van Zile
|
Oct 27, 2019 |
|
Divorce (1/2): What to Know Beforehand w/Blake Van Zile
|
Oct 27, 2019 |
|
Finding a Balance
|
Oct 13, 2019 |
|
4. Life Insurance Considerations for Doctors
|
Sep 29, 2019 |
|
3. Retirement Savings Strategies for Doctors
|
Sep 16, 2019 |
|
2. Student Loan Management for Doctors
|
Aug 30, 2019 |
|
1. Why Doctors are Bad with Money
|
Aug 30, 2019 |