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38. Education Planning and College Savings 101

On this episode of Financial Clarity for Doctors, hosts Rachelle and Corey walk through college savings and education planning. We know the cost of college has been rising, and it can be expensive to send kids to school. The decision for how to pay for school is one...

29. Tax Loss Harvesting

This week on the podcast, Corey and Rachelle dive deep into Tax Loss Harvesting with our special guest and Chartered Financial Analyst (CFA®), Zach Kill of Finity Group LLC.  In a perfect world, our investments only appreciate in value and we happily pay taxes on our...

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

Ep. 27 How Much House Can a Doctor Afford? 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...

27. How Much House Can a Doctor Afford?

Ep. 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 Doctors podcast, we help you better understand things to consider when determining how much house you can afford as a...

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...