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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.

18. Investment Risks Doctors Face

There are many different types of investment risks. The recent public health crisis and resulting market volatility has demonstrated one type of risk, but there are other things to consider with your long-term investments as well.

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17. Backdoor Roth IRA

Roth accounts can be a great source of tax-free income in retirement when used correctly. Some high-income earners cannot fund Roth IRAs directly, but there is a strategy many folks can use to get money into this account. This is commonly referred to as the Backdoor Roth IRA.

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14. Tax Planning w/Ryan Kramer

With tax season finally here, we know our clients will come up with lots of questions for us. In this episode, we ask our favorite CPA some common tax questions doctors face.

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12. PSLF: What Doctors Need to Know

The PSLF Program forgives the remaining balance on your Federal Direct student loans after you have made 120 qualifying monthly payments under a qualifying repayment plan while working full-time for a qualifying employer.

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11. Holiday Gift Giving

This short episode highlights a few tips for not breaking the bank over the holidays and making the most of your time with loved ones. This episode is also on video with festive holiday attire!

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10. Estate Planning Essentials w/Bob Kabacy

Creating a will and other estate planning documents is not exactly fun for most doctors, but it’s a gift to those you leave behind. One thing we can do is make our wishes clear, so our loved ones can navigate a difficult situation a little more easily.

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9. Selling a Home w/Rick McDowell

Maybe you’ve purchased a home before, but have you ever tried to sell one? Not as easy as you think! Rick McDowell is back with a few tips to make it as painless as possible.

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