Podcast

  Needs vs. Wants In today’s society, there are many, many things that we feel we need.  But in reality, many of those things are not needed, they are wanted.  To be clear, there is nothing wrong with wanting things!  In this episode of Financial Clarity for...

  Are Rental Properties Right for You? In this episode of Financial Clarity for Doctors, Corey and Rachelle tackle a question they get from a lot of clients – “Is it a good idea to get into rental properties?”  As with everything in financial planning, the answer...

  Is Insurance a Scam? Many people avoid insurance because they believe it is a waste of money, or worst case, a big scam.  In this episode of Financial Clarity for Doctors Rachelle and Corey talk about some of the reasons you may need insurance, and others most...

  Our Personal Financial Strategies Unveiled In this episode, peek behind the curtain of Corey and Rachelle’s personal financial plans.  In social situations, it can be uncomfortable to pick your friend’s brains about how they approach financial planning, but on...

  Some Things Never Change We often focus in life (and in this podcast) on the things that are constantly evolving.  In this episode of Financial Clarity for Doctors, Corey and Rachelle discuss some of the constants in finances – the things you can anticipate AND...

    What If I Mess Up? In today’s episode, Rachelle and Corey talk about some of the scarier aspects of financial planning.  As we approach tax filing, retirement savings, and investing, there is often the nagging worry in the back of our minds.  We don’t...

    Room for Error in Your Financial Plan In this episode, Corey and Rachelle discuss a few ways you can leave room for error in your financial plan.  Nothing goes perfectly!  Buffers in various aspects of your financial life can go a long way toward helping...

    Most people get a little advice from their parents once in a while.  A lot of times it’s great advice!  When it comes to financial advice, sometimes our parents may be advising based on the economic reality they faced, not the one you’re facing.  In this...

    Generally, Rachelle and Corey are big fans of keeping things simple on Financial Clarity for Doctors.  But in some situations, a little more complicated can be a lot more helpful!  For those in higher tax brackets, direct indexing can be a more tax...

    The New Year is a great time to pause and reflect on your goals and values.  Your financial plan is a huge part of that!  In this episode of Financial Clarity for Doctors, Corey and Rachelle offer some suggestions of things to reflect on and how to use...

    In this episode of Financial Clarity for Doctors, Rachelle and Corey try to predict the future!  We know we’ll be wrong about lots of things, but it’s still fun to try.  From predictions about the economy this coming year to thoughts about Taylor Swift...

    For many of us the holidays are joyful, and for others they are stressful (realistically, a combination of both!) – family stuff, cold and flu season, anxiety about gift giving?  There is something for everyone!  In this episode of Financial Clarity for...