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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.

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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26. Physician Employment Contract Review

You worked hard to get where you are today, so it’s important you know what your stepping into when you select you make that next big move. Whether you are finally making the transition into practice after years of extensive training or looking to further your career with a new employer, having a physician contract review team can help you better understand the sometimes convoluted language contained in your contractual agreement(s) and lend you our experience and expertise to ensure that you can make a well-informed decision moving forward.

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25. Transitioning from Residency into Practice

For doctors, one of the most significant life events is transitioning from residency or fellowship into practice. This usually involves a significant pay increase, a job change, possibly a move to a new city, student loan payments increasing, the desire to purchase a house, new car, maybe start a family, among other things. There are many things for physicians to address when it comes to financial planning around this time. If you can set the tone and start your attending career on the right foot, your long-term financial goals will be much more achievable. Today we will discuss setting up a good game plan for your transition to set you up for future financial success.

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24. Debt Vs. Investment – What Should You Do First?

One thing almost every client asks about as they transition into practice is what to do first. You all have competing goals. If you have debt, you want to pay it off immediately. You also know you’re a little late to the retirement savings game and want a million dollars in savings tomorrow. So how do you figure out what to focus on first?

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