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Financial Clarity for Doctors Podcast

Hosts Corey Janoff and Rachelle Vanderzanden discuss pertinent financial planning topics affecting doctors, dentists and other medical & healthcare professionals. They address the financial concerns of physicians from the beginning of residency all the way to retirement. Topics include managing medical school loans, retirement savings, investing, achieving financial goals, insurance planning, and much more.  Click on the episodes below to listen and view a more detailed summary. Also available wherever you get your podcasts. New episodes published bi-weekly.

35. Permanent Life Insurance – The thing we all love to hate.

All too often, we see permanent life insurance being oversold or sold inappropriately. There is, however, a time and place for permanent life insurance. In this week’s episode of Financial Clarity for Doctors, we’ll walk you through all the essential information you should know before purchasing permanent life insurance.

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34. How Politics Affect the Stock Market w/Cole Kimball

In this episode of the Financial Clarity for Doctors podcast, Corey and Rachelle chat with Finity Group's Chief Investment Officer, Cole Kimball, CFA ® about the upcoming Presidential election and how the markets may react during election cycles. We talk about various economic policies and ask, do they hold up or is there more to the story?

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33. Socially Responsible Investing with Japie Steyn

Are you ready to make an impact with your investments? You may have heard of SRI, socially responsible investing and ESG, Environmental, Social, and Governance, but do you know what they actually mean? Or what they could mean for your 401k and investments? In today’s episode of Financial Clarity for Doctors, Cory and Rachelle speak with Finity Group’s very own Japie Steyn, Investment Coordinator, who has earned the credentials and designation of CSRIC (the first major financial credential dedicated to specifically to sustainable investing). Join us today as we try to help you better understand how you can help your investment dollars make an impact for good.

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32. Smart Money Moves Doctors Should Make

Hosts Corey Janoff and Rachelle Vanderzanden dive into 12 smart moves doctors should make in today's episode of the Financial Clarity for Doctors podcast. We've worked with many doctors and dentists over the years and have observed our fair share of the good, the bad, and the ugly when it comes to money moves. Keep reading and listening if you want to put your best foot forward.

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31. Kids Are Exspensive!

Hosts Corey and Rachelle Vanderzaden dive into one of our favorite subjects, early retirement, but with a twist! Can you retire early and have a family? Everyone wants to retire early and reach financial independence. However, most people accept that they need to work for a 30-40+ year-long income-producing career to retire eventually. Now, factor in kids to the mix, and your chances of saving the amount of money you need to reach early retirement dwindles rapidly. What makes kids so expensive, you ask?

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30.How Much Money Do Doctors Need to Retire

Welcome to our 30th episode and one year anniversary of the Financial Clarity for Doctors Podcast! This week on the podcast, Corey and Rachelle help you better understand how much money doctors need to retire. If you’ve been listening to us for a while now, or have been keeping up on the blog, you might be able to guess today’s question. So, how much money does a doctor need to retire…. It depends!

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29. Tax Loss Harvesting

In a perfect world, our investments only appreciate in value and we happily pay taxes on our investment earnings. As it turns out, the world isn’t perfect and sometimes investments go down in value. While not ideal, this can present an opportunity to save on taxes by “harvesting” those losses. In this episode you’ll learn all how to wisely harvest your investment losses to work in your favor to help lower your taxes when applicable. You’ll also learn how to understand capital gains and losses and the tax implications of each.

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28. We Have Met the Enemy and It is Us!

You've most likely heard of behavioral economics and are familiar with some of the leading theorists, Richard Thaler, Amos Tversky, or Daniel Kahneman, and so on. You may even be able to talk about a few of the main concepts during friendly conversations with friends or family. But in today's podcast, our very own Finity behavioral economics guru, Owen Chambers, will help take you further into the world behavioral economics.

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27. How Much House Can a Doctor Afford?

There are a multitude of things to consider when buying a home. In this week's Financial Clarity for Doctor's Podcast, we help you better understand all the costs associated with purchasing a house as a Doctor. Below are a few of the topics we cover.

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