The Savvy Doc Podcast: Recent Episodes
Savvy Doc Financial Planners
We discuss the unique financial issues that surface for the doctor community.
Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it.
Savvy Doc Financial Planners is an SEC Registered Investment Adviser.
www.savvydoc.om
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
savvydoc.com | 760.692.5600
In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the sound from the noise so you can make good financial decisions!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
In this episode, we discuss the stock market's volatility in September, a potential economic slowdown, essential steps for retirement planning success, and the importance of securing an IP PIN to protect yourself as a taxpayer. Tune in now to separate the sound from the noise so you can make good financial decisions!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
In this episode, we delve into the stock market as we approach the end of the second-quarter earnings season, explore six essential rules for traveling in retirement, and provide a breakdown of Roth IRAs. Tune in now to separate the sound from the noise so you can make good financial decisions!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
In this episode, we discuss the effects of falling mortgage rates, inflation, investor behavior, and potential Fed rate cuts. Tune in now to separate the sound from the noise so you can make good financial decisions!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to get the scoop on second-quarter earnings, the rules for inheriting a Roth IRA, and whether the Fed will cut interest rates, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand the benefits of artificial intelligence, explore the latest trends, and discover where the technology is going, tune in now to see how AI is transforming different industries and our everyday lives!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, real estate, annuities, opportunity zones, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
savvydoc.com | 760.692.5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
Recorded 5/16/2024
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://wwmfinancial.com | (760) 692-5190
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
https://savvydoc.com | (760) 692-5600
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
savvydoc.com | (760) 692-5600
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
savvydoc.com | (760) 692-5600
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
savvydoc.com | (760) 692-5600
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
https://savvydoc.com | (760) 692-560
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
https://savvydoc.com | 760.692.5600
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
https://savvydoc.com
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
Recorded 1/11/2024
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!
Recorded January 4, 2024
savvydoc.com | (760) 692-5600
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
Welcome to Market Talk, where we delve into the latest financial insights and discuss the key considerations for the year-end.
Segment 1: Year-End Tax Planning
- Required Minimum Distributions (RMDs) and their implications for retirees.
- Inherited IRAs: Strategies and tax considerations.
Segment 2: Market Update
- Santa Claus Rally: Analyzing historical trends and factors influencing year-end market behavior. Federal Reserve's role: Discussion on current rates and potential rate cuts.
Segment 3: Economic Landscape:
- GDP and Consumer Spending: Impact on the market and broader economic trends.
- Travel Industry: Examining its recovery and potential market effects.
- Inflation: Current levels, concerns, and its influence on investment decisions.
Segment 4: Technology and Market Dynamics
- AI's Impact: Exploring how Artificial Intelligence influences markets and the broader economy.
Segment 5: Looking Ahead - 2024 Predictions
- Speculations and insights into potential market trends and economic developments.
Segment 6: Auto Industry Trends
- Hybrid Vehicles vs. EVs: Analyzing the ongoing shift in the automotive industry.
Segment 7: Bonds and Fixed Income
- Overview of bond markets: Current conditions and considerations for investors.
Segment 8: Political Landscape and Market Impact
- Election Influence: Examining how political events may affect the financial markets.
Conclusion:
Thank you for joining us on Market Talk. As we approach the end of the year, it's crucial to consider these factors in your financial planning. Stay tuned for more insightful discussions in our future episodes. If you enjoyed the podcast, please subscribe, leave a review, and share with your network. Until next time, happy investing!
Disclaimer
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
š Explore the dynamic world of Markets, Investing & Planning in our latest episode! š
Join us as we navigate through the intricate landscape of financial topics, delving into the Shift in Money Flow and addressing the burning question on everyone's mind: "Is the market going to crash?"
Discover the nuances between the deficit and the debt, and gain insights into the impact of Government Spending & Consumer Spending on economic landscapes. Uncover the mysteries of Interest Rates and get a comprehensive overview of the current state of the economy.
Dive into the realms of Inflation and Artificial Intelligence, exploring their roles in shaping financial trajectories. Gain valuable knowledge on Housing Affordability and understand the significance of Beneficiaries & Contingent Beneficiaries in financial planning.
Explore the strategic world of Roth Conversions and the intricacies of Bond investments, all while preparing for the future with effective Planning for next year. Stay informed, stay ahead!
š š Are you ready to unravel the secrets of financial markets? Watch our video now for a comprehensive journey through these essential topics! š¼š° #Finance #Investing #EconomicInsights #FinancialPlanning
Disclaimer
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
Hosts: Catherine MagaƱa, CFPĀ® (Managing Partner), Steve Wolff, CFPĀ® (Managing Partner), Greg Carroll, CFPĀ® (Wealth Advisor), Rachel Ivanovich (Tax Strategist and Wealth Advisor).
Episode Highlights:
What does the $1.8 billion Realtor lawsuit mean for real estate?
- The hosts dive into a discussion about the recent Realtor lawsuit concerning real estate fees, exploring its implications for the industry and potential impacts on the real estate market.
Interest Rates:
- The team analyzes current interest rate trends and their effects on the market.
Economic Slowdown and Possible Recession:
- An overview of the economic landscape, addressing concerns about a slowdown and the potential for a recession.
Planning Tips to Prepare for Next Year:
- The hosts offer valuable tips for financial planning in the upcoming year, emphasizing proactive measures to secure financial well-being.
Tax Planning:
A detailed exploration of tax planning strategies in preparation for the new year.
- Flexible Spending Account (FSA):
o Assessing the FSA balance to make informed decisions about healthcare expenses.
- W-2 Withholding:
o Guidance on checking and adjusting W-2 withholdings for optimal tax outcomes.
- Retiree Considerations:
o Advising retirees to stay ahead by fulfilling estimated tax payments to avoid penalties.
- Capital Gains and Losses:
o Cautionary advice on offsetting large gains with losses and navigating wash sale rules.
- Required Minimum Distributions (RMDs):
o Ensuring RMDs are met to avoid penalties and stay in compliance with retirement account regulations.
- Salary Deferrals, IRA Contributions, and Donations:
o Discussing strategies such as salary deferrals, IRA contributions, and charitable donations to optimize tax benefits.
- Gifting and Appreciated Stock:
o Exploring gifting limits, charitable distributions, and the potential advantages of donating appreciated stock to charity.
Closing Thoughts:
The episode wraps up with a recap of key insights and a reminder to stay proactive in your financial planning.
Episode Recorded on 11/20/2023.
savvydoc.com | 760.692.5600
Savvy Doc Financial Planners is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly.
Welcome to the The Savvy Doc Podcast .
In this episode, Dr. Amruti Borad and Catherine MagaƱa, CFPĀ® have a conversation about physician burnout.
If you want to overcome burnout, develop a strategy to address it, and achieve greater satisfaction in your work and life then please tune in.
In this episode, you'll discover:
āA Conversation About Physician Burnoutā
Ā· Dr. Borad's burnout story.
Ā· Burnout Syndrome.
Ā· Symptoms to recognize.
Ā· How to ask for help
Ā· The difference between coaching, therapy, and mentoring.
Ā· Unique challenges for women in medicine.
Ā· A snapshot of what Concierge medicine looks like.
Ā· Mindset tips and insights from Dr. Boradās personal experience navigating burnout.
About Us Dr. Amruti Borad is an expert in physician burnout whose accomplishments include:
Ā· Conciere Family Physician
Ā· Physician Coach
Ā· Medical Student Coach
Ā· Wellness Blogger
Contact Dr. Borad LinkedIn: https://www.linkedin.com/in/amruti-borad
Email: A.heartathome1@gmail.com
Thanks for Tuning In! Thanks so much for being with us this for this episode.
If you enjoyed this episode on burnout, please share it with your friends.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "The Savvy Doc Podcast !"
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Savvy Doc Financial Planners
https://savvydoc.com
Savvy Doc Financial Planners is an SEC Registered Investment Advisor.
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always lease remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
Welcome to The Savvy Doc Podcast.
In this episode, Dan Rooker from The Student Loan Planner discusses managing student loans with Steve and Catherine.
So if you want to potentially save on student loans, learn how the income driven repayment plan works, and understand the public service loan forgiveness program so you can use these programs to efficiently manage your student debt, tune in now!
In this episode, you'll discover:
āHow To Manage Your Medical Student Loansā
- What The Income Driven Repayment Plan (IDR) Is
- How The IDR Waiver Works
- Public Service Loan Forgiveness (PSLF)
- PSLF Waiver
- Community Vs. Common Law States And How This Might Affect You
- Tips For 4th Year Medical Students
- Consolidation Do's and Dont's
- Important Information If You're Single
About Our Guest Dan Rooker is a Certified Student Loan Professionalā¢ (CLSPĀ®) and Certified Financial Plannerā¢ (CFPĀ®) and has dedicated his practice - Rook Financial - to being an accountability partner for healthcare providers with student loans. As a Consultant with Student Loan Planner, Dan helps borrowers navigate through the maze of the federal loan system and find a best fit strategy for their situation. If Dan isnāt standing behind his desk on Spotify between sessions, heās probably walking his Newfoundland dog (Moose) in the Wicker Park neighborhood of Chicago or buddy-swimming past the breakwall at Ohio St. beach.
More Information Learn more about managing your student loans at studentloanplanner.com .
Learn more about personal finance specific to doctors at savvydoc.com .
Thanks for Tuning In! If you enjoyed this episode on managing student loans, please share it with your friends.
Don't forget to subscribe to the show on iTunes or spotify to get automatic episode updates for our show "The Savvy Doc Podcast !"
Thanks for listening!
Disclaimer
Savvy Doc Financial Planners is an SEC-Registered Investment Advisor.
Opinions expressed are for general informational purposes only and are not intended to provide specific advice or recommendations for any specific security. To determine which investments may be appropriate for you, consult a financial advisor prior to investing. Any discussion of past performance is no guarantee of future results and as always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
In this stock market update Steve brings back the Certified Financial Poet, discusses the performance of the major indices, if weāve hit bottom, inflation, the Fed, the 200-day moving average, what that could mean and if we are in a recession.
This update was recorded on August 2, 2022
Savvy Doc Financial Planners is an SEC Registered Investment Advisor.
Welcome to Steveās Stock Stories, Season 2, Episode 9 of the Savvy Doc Podcast
In this episode, Greg Carroll and Steve Wolff discuss structured notes.
So, if you want to invest smarter, reduce downside exposure, and get through a rocky market so you can sleep at night then tune into this episode.
In this episode, you'll discover:
- What structured notes really are.
- How they protect downside exposure.
- What makes them structured.
- How they work.
- What buffers and barriers are.
- What the biggest risks are.
About Us Greg Carroll is an expert in risk management, retirement planning and customized investment solutions whose accomplishments include:
- Over 36 yearsā experience as a Financial Advisor
- CERTIFIED FINANCIAL PLANNERā¢ Professional
More Information Learn more about how you can improve your results investing while reducing downside exposure at https://savvydoc.com.
Thanks for Tuning In! If you enjoyed this episode on structured notes, please share it with your friends.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for "Steve's Stock Stories!"
Thanks for listening!
Savvy Doc Financial Planners is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
In this market update Steve reviews the June performance of the major indexes, the few stocks in the Dow Jones that had gains, bond losses, the real estate market, the 10 stocks whoās market values plunged the most, the 10 stocks that have fallen the most, the fear and greed index, the yield curve and Steveās take on the market.
This update was recorded on July 5, 2022.
If you are concerned about the market and would like a review of your portfolio or a second opinion, click on the following link to schedule a call with Steve & Catherine.
This update was recorded on July 5, 2022
Savvy Doc Financial Planners is an SEC Registered Investment Advisor
The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
In this episode, Gita Nassiri, CPA, JD, MBT and Catherine MagaƱa, CFPĀ® discuss Estate Planning for 2022 and some changes that have occurred.
So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace of mind, tune in now!
In this episode, you'll discover: * Estate Planning Tips For 2022 * Gift and Estate Federal Tax Exemption Updates * Annual Gift Tax Exclusions * Step Up in Basis for Assets * Importance of Titling * Beneficiary Designations * A Misconception of Estate Planning * What Can Occur If There Is Not a Will in Place * Proposition 19
About Gita Nassiri
Gita Nassiri, CPA, JD, MBT is an expert in Estate Planning whose accomplishments include:
- Practicing since 1994
- Graduated with her law degree from Whittier College
- Master's degree in business taxation with honors from USC
- Active member in California Bar Association Trusts and Estates Section.
- Fluent in French and Spanish
More Information
Learn more about how you can update and create your Estate Plan with Gita Nassiri at her website: https://capitallegacylaw.com/
Thanks for Tuning In!
Catherine MagaƱa CFPĀ®, Steve Wolff and Ethan Nkana J.D., MBA discuss the importance of contract review, his passion for assisting physicians in earning their full value and gives examples as to how doctors have left money on the table. Furthermore, they discuss the leverage and timeframe that physicians could utilize when going over their contracts, either with the same hospital, or when changing locations. Ethan Nkana, J.D., MBA (Founder of Rocky Mountain Physician Agency) advocates for physicians to get the value they have earned in their base salary, benefits and bonuses by using the same industry-leading physician salary data hospitals use. Ethan utilizes his legal and business training background while working originally at a hospital in physician contracts, he observed that physicians frequently left money and value on the table during their contract and salary negotiations with hospital executives.
Schedule a Discovery Call
FREE Webinar: How Doctors Can Reduce Their Taxes Get your free webinar: Click Here
GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING ON BREAD AND WATER
Hereās an amazing book you can read in a couple hours to start taking control of your money without living on bread and water.
Claim your free book, āThe 9 Money Mistakesā Doctors Makeā and quickly discover how to get smart control of your money and your life: Click Here
760-692-5600 | savvydoc.com
Savvy Doc Financial Planners is an SEC Registered Investment Advisor.
Do you have stock options that have grown to be a large position of your portfolio? Are you consolodated in a few investments?
In this episode of Steve's Stock Stories, Steve Wolff and Greg Carroll, CFPĀ® discuss a couple examples of concentration risk and some misconceptions about this type of riskl. Within 15 minutes, learn about what concentration risk is, how it can occur, and how diversification may minimize some of this risk.
Schedule a Discovery Call
GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING ON BREAD AND WATER
Hereās an amazing book you can read in a couple hours to start taking control of your money without living on bread and water
Claim your free book, āThe 9 Money Mistakesā Doctors Makeā and quickly discover how to get smart control of your money and your life.
Click Here to receive your copy.
FREE Webinar: How Doctors Can Reduce Their Taxes
Get your free webinar: Click Here
The Savvy Doc Financial Planners portfolio managers, advisors and Certified Financial PlannersTM gather to discuss their take on current market conditions as of March 9, 2022. How can market volatility affect your investment portfolio? Once you consider the war, supply chain issues and rising inflation there can be a large shift in focus. They further discuss economic indicators and technical indicators.
We realize there may be more questions than answers right now regarding your personal investments and how exposed you are to the market. For peace of mind, to confirm you are on the right track to financial freedom, schedule a discovery call: Click Here
GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING LIKE A RESIDENT
Hereās an amazing book you can read in a couple hours to start taking control of your money without living like a resident.
Claim your free book, āThe 9 Money Mistakesā Doctors Makeā and quickly discover how to get smart control of your money and your life.
Click Here to receive your copy.
FREE Webinar: How Doctors Can Reduce Their Taxes
Get your free webinar: Click Here
760-692-5600 | savvydoc.com
Savvy Doc Financial Planners is an SEC Registered Investment Advisor.
Welcome to Episode 12 of the Savvy Doc Podcast. Malpractice litigation does not have to be your downfall. Dr. Gita Pensa, Catherine MagaƱa, CFPĀ® and Steve Wolff discuss the stressors, how to handle the process and resources for physicians should they be in this process. About Dr. Pensa: * Emergency Medical Physician * Associate Professor at Brown University * Host of the podcast: āDoctors and Litigation: The L Wordā
Thanks for turning in. Do not forget to subscribe to receive automatic updates for āThe Savvy Doc Podcast!ā Thanks for listening! ---------------
FREE Webinar: How Doctors Can Reduce Their Taxes Get your free webinar: https://savvydoc.com/edu/drastically-reduce-your-taxes/?utm_source=SD_PC_Malpractice_Litigation_Full_Interview
GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING LIKE A RESIDENT
Hereās an amazing book you can read in a couple hours to start taking control of your money without living like a resident. Claim your free book, āThe 9 Money Mistakesā Doctors Makeā and quickly discover how to get smart control of your money and your life: https://savvydoc.com/edu/9moneymistakes?utm_source=pc_malpractice_litigation_full_interview
760-692-5600 | savvydoc.com
Savvy Doc Financial Planners is an SEC Registered Investment Advisor.
Welcome to Episode 11 of the Savvy Doc Podcast
Don't let reading a long and complex investment book stop you from understand bonds and how they can be affected. Steve Wolff and Greg Carroll, CFPĀ® discuss their experiences during the 2008 Market Collapse and how not just the stock market and housing markets were affected but also the bond market.
Don't forget to subscribe to the show to get automatic updates for our "Savvy Doc Podcast!"
Thanks for listening!
GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING LIKE A RESIDENT
Hereās an amazing book you can read in a couple hours to start taking control of your money without living like a resident.
Claim your free book, āThe 9 Money Mistakesā Doctors Makeā and quickly discover how to get smart control of your money and your life. https://savvydoc.com/edu/9moneymistakes?utm_source=yt_BondRisk
Schedule a discovery call: https://go.oncehub.com/CallSavvyDoc?utm_source=pc_BondRisk
FREE Webinar: How Doctors Can Reduce Their Taxes
Get your free webinar: https://savvydoc.com/edu/drastically-reduce-your-taxes/?utm_source=SD_PC_BondRisk
760-692-5600 | savvydoc.com
Savvy Doc Financial Planners is an SEC Registered Investment Advisor.
Welcome to Episode 10 of the Savvy Doc Podcast.
Don't let lack of time stop you from ensuring your compensated fairly. Now you can improve or clarify your compensation, benefits and covenants without wasting your time scouring the internet, haggling, and decrypting contracts.
Jon Appino is an expert in employment contract review who grew up in a small town where his parents were physicians. His company Contract Diagnostics offers an educational process to review and negotiate their contract while understanding the nuances of different specializations for physicians.
Don't forget to subscribe to the show to get automatic updates for our "Savvy Doc Podcast!"
Thanks for listening!
________________________
FREE Webinar: How Doctors Can Reduce Their Taxes
Get your free webinar: https://savvydoc.com/edu/drastically-reduce-your-taxes/?utm_source=SD_YT_Jon_Appino_Nov2021
________________________
GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING LIKE A RESIDENT
Hereās an amazing book you can read in a couple hours to start taking control of your money without living like a resident.
Claim your free book, āThe 9 Money Mistakesā Doctors Makeā and quickly discover how to get smart control of your money and your life.
https://savvydoc.com/edu/9moneymistakes?utm_source=pc_Jon_Appino_Nov2021
Schedule a discovery call: https://go.oncehub.com/CallSavvyDoc?utm_source=pc_ Jon_Appino_Nov2021
________________________
760-692-5600 | savvydoc.com
Savvy Doc Financial Planners is an SEC Registered Investment Advisor.
Welcome to Episode 9 of the The Savvy Doc Podcast .
In this episode, we talk about doctors and money with Dr. Tarang Patel, host of the āDoctor Money Mattersā Podcast and Blog.
So, if making better choices with your money, discovering a common financial blind spot among physicians and achieving your definition of financial independence to live life on your terms interest you, then tune in now!
In this episode, you'll discover:
- What financial independence really means?
- The economic impact of Covid-19 on Physicians.
- The key elements that are missing in most physician training programs.
- What Dr. Patel knows now that he wishes he knew then.
- The critical piece of money advice he has for his fellow physicians.
About Our Guest Dr. Tarang Patel is an expert in personal finance for doctors whose accomplishments include the following:
- Host of the, "Doctor Money Matters", Podcast and Blog
- Hospital Employed Radiologist.
- Former Physician in the US Air Force.
More Information Learn more about how you can improve your results with personal finance for doctors with Dr. Tarang Patel on his āDoctor Money Mattersā podcast and blog.
Personal Finance For Doctors Links & Mentions From This Episode: Doctor Money Matters Podcast & Blog: doctormoneymatters.com
The Savvy Doc Financial Planners Website: savvydoc.com
Thanks for Tuning In! Thanks so much for being with us for this episode.
If you enjoyed this episode on money & financial independence, please share it with your friends.
Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "The Savvy Doc Podcast !"
Thanks for listening!
Savvy Doc Financial Planners is an SEC Registered Investment Advisor
Have you made a mistake with cryptocurrency and not planned for the taxes? Learn how to understand the tax implications surrounding cryptocurrency without understanding the tax code. This little-known podcast helps you understand your taxes from trading cryptocurrencies.
____________________________________________________________________
Get Your Finances Under Control Without Living Like a Resident
Hereās an amazing book you can read in a couple hours to start taking control of your money without living like a resident. Claim your FREE book, āThe 9 Money Mistakes Doctors Makeā and quickly discover how to get smart control of your money and your life.
Get your free ebook: https://savvydoc.com/edu/9moneymistakes/?utm_source=PC_Crypto_Taxation
FREE Webinar: How Doctors Can Reduce Their Taxes
Get your free webinar: https://savvydoc.com/edu/drastically-reduce-your-taxes/?utm_source=PC_Crypto_Taxation
FREE Webinar: 10 Ways to Hang Up The While Coat & Generate Income
Get your free webinar: https://savvydoc.com/edu/10-ways?utm_source=pc_crypto_taxation
Schedule a discovery call: https://go.oncehub.com/CallSavvyDoc?utm_source=pc_crypto_taxation
____________________________________________________________________
760-692-5600 | https://savvydoc.com
Savvy Doc Financial Planner is an SEC Registered Investment Advisor.
Confused about Bitcoin and Ethereum or other cryptocurrencies in general? Parker Waldron with Skybridge explains what cryptocurrency is, how cryptocurrency works, the positive and negatives or cryptocurrency and how cryptocurrency can be used. Steve Wolff, Catherine MagaƱa and Parker Waldron dive deep into the hype behind cryptocurrency and how it came to be such a hot topic. ____________________________________________________________________ Get Your Finance Under Control Without Living Like a Resident.
Claim your FREE book, āThe 9 Money Mistakes Doctors Makeā and quickly discover how to get smart control of your money and your life.
Get your free ebook: https://savvydoc.com/edu/9moneymistakes/?utm_source=SD_PC_Bitcoin_Explained
FREE Webinar: How Doctors Can Reduce Their Taxes Get your free webinar: https://savvydoc.com/edu/drastically-reduce-your-taxes/?utm_source=SD_PC_Bitcoin_Explained
FREE Webinar: 10 Ways to Hang Up The While Coat & Generate Income Get your free webinar: https://savvydoc.com/edu/10-ways?utm_source=PC_bitcoin_explained
Schedule a discovery call: https://go.oncehub.com/CallSavvyDoc?utm_source=pc_bitcoin_explained
760-692-5600 | https://savvydoc.com
Savvy Doc Financial Planners is an SEC Registered Investment Advisor.
Robert Charron, CFPĀ®, Catherine MagaƱa, CFPĀ® and Steve Wolff discuss disability insurance specifically for doctors. How can you protect your most valuable asset? Your ability to make money. Dive into this conversation and learn about some features that could be included in your disability insurance contract.
Free Webinar: 10 Ways To Hang Up The White Coat & Generate Income
Are you wanting to reconnect with your passion, your family and the things that bring you pleasure?
Join us to explore 10 ways to replace your clinical income with side gigs that could become your main gig.
You can apply these ideas to help:
- Generate revenue on the side
- Transition our of clinical medicine
- Move up retirement by 5-10 years
Get your free webinar: https://savvydoc.com/edu/10-ways?utm_source=PC_Robert_Charron_Disability_Insurance
Schedule a discovery call: https://go.oncehub.com/CallSavvyDoc?utm_source=PC_Robert_Charron_Disability_Insurance
Sign up for our newsletter: https://wwmfinancial.activehosted.com/f/49https:/wwmfinancial.activehosted.com/f/49
Savvy Doc Financial Planner is an SEC Registered Investment Advisor.
In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more.
Catherine MagaƱa is a CFPĀ® or CERTIFIED FINANCIAL PLANNERā¢ and Managing Partner at Savvy Doc Financial Planners in Carlsbad California.
Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010.
You can learn more about Rachel at elmtax.com.
FREE Webinar: 10 Ways To Hang Up The White Coat & Generate Income
Are you wanting to reconnect with your passion, your family and the things that bring you pleasure?
Join us to explore 10 ways to replace your clinical income with side gigs that could become your main gig.
You can apply these ideas to help:
1) Generate Revenue on the side
2) Transition out of clinical medicine
3) Move up retirement by 5-10 years
Click here, to get your free webinar.
Savvy Doc Financial Planners is an SEC Registered Investment Advisor
In this episode: Steve Discusses how excited he is about the investing opportunities in this techno-digital revolution.
To schedule an appointment: https://go.oncehub.com/CallSavvyDoc
Phone: 760-692-5600
Disclaimer:
Savvy Doc Financial Planners is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Savvy Doc Financial Planners and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Savvy Doc Financial Planners unless a client service agreement is in place.
In this episode of Steve's Stock Stories we discuss the difference between growth stocks and value stocks.
You can learn more about Steve Wolff and Savvy Doc Financial Planners at savvydoc.com.
Savvy Doc Financial Planners is a SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Savvy Doc Financial Planners and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Savvy Doc Financial Planners unless a client service agreement is in place.
Dr. Espinoza shares his journey from burnout to balance. It wasn't a straight path and oddly enough the solution was hiding in plain site.Ā
He also drops some crucial advice when it comes to negotiating employment contracts.Ā
Savvy Doc Financial Planners is an SEC Registered Investment Adviser.
Was the popular Netflix series "The Queen's Gambit" realistic or just a made for TV fantasy? We talk with chess National Master, Scott Gunderman to find out.Ā
This is an audio replay of our "Doctor's Virtual Night Out" that we organized in appreciation of all the doctors putting it all on the line to serve our communities.Ā
We hope this offers a little break from it all. Enjoy.
Savvy Doc Financial Planners is an SEC Registered Investment Adviser.