The Physician's Guide To Financial Wellness
By Trent DeBruin, Andrew Musbach
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Image by Trent DeBruin, Andrew Musbach
Category: Investing
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Subscribers: 2
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Episodes: 65
Description
The podcast dedicated to helping physicians in Michigan turn their professional success into financial success, while enjoying life along the way.
CERTIFIED FINANCIAL PLANNER™ professionals Andrew Musbach and Trent DeBruin share actionable guidance on personal finance topics most relevant to Michigan physicians.
The show covers areas such as retirement planning, investing, insurance, estate planning, reducing taxes, managing cash flow, saving for college, and more.
| Episode | Date |
|---|---|
|
Higher Interest Rates - Opportunities and Implications, Episode #65
|
Nov 10, 2023 |
|
Why We Love Health Savings Accounts, Episode #64
|
Oct 10, 2023 |
|
5 Common Investment Mistakes (And How to Avoid Them), Episode #63
|
Aug 10, 2023 |
|
Breaking Down Health Insurance, Episode #62
|
Jul 10, 2023 |
|
Life Insurance - How Your Need Evolves Over Time, Episode #61
|
May 10, 2023 |
|
Where to Save Once You've Maxed Out Your Retirement Accounts, Episode #60
|
Apr 12, 2023 |
|
7 Ways to Save Over $7,000, Episode #59
|
Mar 10, 2023 |
|
10 Things to Do if You're Within 10 Years of Retirement, Episode #58
|
Feb 10, 2023 |
|
How to View Investment Performance, Episode #57
|
Jan 10, 2023 |
|
Should I Buy or Lease My Car?, Episode #56
|
Dec 10, 2022 |
|
Year-End Financial Planning Checklist, Episode #55
|
Nov 10, 2022 |
|
A Four-Step Process to Save for Any Goal, Episode #54
|
Oct 10, 2022 |
|
How to Manage Your Retirement Paycheck During a Market Decline, Episode #53
|
Sep 10, 2022 |
|
The Pros and Cons of Target Date Funds, Episode #52
|
Aug 10, 2022 |
|
Making Sense of Your Retirement Projections, Episode #51
|
Jul 11, 2022 |
|
Having a Plan for Long-Term Care, Episode #50
|
Jun 20, 2022 |
|
5 Ways to Have a Better Relationship With Money, Episode #49
|
Jun 06, 2022 |
|
Lump Sum of Cash to Invest – All at Once or Gradually?, Episode #48
|
May 23, 2022 |
|
Estate Planning 101, Episode #47
|
May 09, 2022 |
|
A Checklist for Reviewing Your Tax Return, Episode #46
|
Apr 25, 2022 |
|
A Deeper Dive on Roth IRA Conversions, Episode #45
|
Apr 11, 2022 |
|
How to View Your Home Within Your Financial Plan, Episode #44
|
Mar 28, 2022 |
|
Asset Location – A Way to Improve Your Investment Return, Episode #43
|
Mar 14, 2022 |
|
5 Key Things to Address if Retiring in Your 50's, Episode #42
|
Feb 28, 2022 |
|
Tax Planning Versus Tax Preparation, Episode #41
|
Feb 14, 2022 |
|
Investing and the "Lifeboat Drill", Episode #40
|
Jan 31, 2022 |
|
Should You Change Your Investments as You Approach Retirement?, Episode #39
|
Jan 17, 2022 |
|
What to Do With Old Retirement Accounts (401k, 403b, 457b), Episode #38
|
Jan 03, 2022 |
|
Making Sense of Your Pension Options, Episode #37
|
Dec 20, 2021 |
|
Year-End Tax Planning Checklist, Episode #36
|
Dec 06, 2021 |
|
Explaining Social Security and How to Maximize Your Benefit, Episode #35
|
Nov 22, 2021 |
|
How Much Cash Should You Keep On Hand?, Episode #34
|
Nov 08, 2021 |
|
What to Know About Mortgages and Refinancing, Episode #33
|
Oct 25, 2021 |
|
Roth or Pre-Tax Retirement Contributions – Which Should You Make?, Episode #32
|
Oct 11, 2021 |
|
It's Open Enrollment Season!, Episode #31
|
Sep 27, 2021 |
|
How to Manage the Emotions of Investing, Episode #30
|
Sep 13, 2021 |
|
Mailbag Episode #2, Episode #29
|
Aug 30, 2021 |
|
Mailbag Episode #1, Episode #28
|
Aug 16, 2021 |
|
The Key Questions You Should Ask a Financial Advisor, Episode #27
|
Aug 02, 2021 |
|
Debunking 5 Common Myths About Managing Your Finances, Episode #26
|
Jul 19, 2021 |
|
Planning for Healthcare in Retirement, Episode #25
|
Jul 05, 2021 |
|
The Annual Financial Plan Checklist, Episode #24
|
Jun 21, 2021 |
|
5 Strategies for Tax-Efficient Charitable Giving, Episode #23
|
Jun 07, 2021 |
|
The "Reverse Budget" – an Alternative to Budgeting, Episode #22
|
May 24, 2021 |
|
Pursuing Early Financial Independence, Episode #21
|
May 10, 2021 |
|
The Waterfall of Retirement Savings by Account, Episode #20
|
Apr 26, 2021 |
|
The "Other 20%" of Successful Investing, Episode #19
|
Apr 12, 2021 |
|
How We Manage Our Own Finances – Part 2, Episode #18
|
Mar 29, 2021 |
|
How We Manage Our Own Finances – Part 1, Episode #17
|
Mar 15, 2021 |
|
Your Financial Vital Signs, Episode #16
|
Mar 01, 2021 |
|
How to Minimize Your Tax Bill in Retirement, Episode #15
|
Feb 15, 2021 |
|
Insurance for Physicians – What Types & Amounts You Actually Need, Episode #14
|
Feb 01, 2021 |
|
The Top 7 Financial Mistakes to Avoid as a Physician, Episode #13
|
Jan 18, 2021 |
|
How to Create a "Paycheck" in Retirement, Episode #12
|
Jan 04, 2021 |
|
How to Leverage Your "Side Income" as an Employed Physician, Episode #11
|
Dec 21, 2020 |
|
4 Easy Steps to Be a 403b or 401k Multimillionaire, Episode #10
|
Dec 07, 2020 |
|
Putting Together a Student Loan Game Plan, Episode 9
|
Nov 23, 2020 |
|
Are You Retirement Ready?, Episode #8
|
Nov 09, 2020 |
|
How to Allocate Your Cash Flow - Save, Spend, Invest, or Pay Down Debt, Episode #7
|
Oct 26, 2020 |
|
How to Know if You're on Track for Retirement/Financial Independence, Episode #6
|
Oct 12, 2020 |
|
The 80:20 Rule of Investing, Episode #5
|
Sep 28, 2020 |
|
The Best Way To Save For College As A Michigan Physician, Episode #4
|
Sep 14, 2020 |
|
6 Ways To Save Taxes As An Employed Physician, Episode #3
|
Aug 31, 2020 |
|
A 5-Step Process For Creating A Financial Plan, Episode #2
|
Aug 31, 2020 |
|
Welcome To The Physician's Guide To Financial Wellness, Episode #1
|
Aug 18, 2020 |