The Physician's Guide To Financial Wellness

Trent DeBruin, Andrew Musbach

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Higher Interest Rates - Opportunities and Implications, Episode #65

11/10/2023

Over the past two years, there has been a dramatic increase in interest rates from historically low levels, the impact of which has been felt by everyone, regardless of stage of life. In this episode, we take a closer look at this dynamic. We start by explaining what an interest rate is, provide some historical context for how the current environment compares…

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Why We Love Health Savings Accounts
5 Common Investment Mistakes (And How to Avoid Them)
Breaking Down Health Insurance
Life Insurance - How Your Need Evolves Over Time
Where to Save Once You’ve Maxed Out Your Retirement Accounts
7 Ways to Save Over $7,000
10 Things to Do if You’re Within 10 Years of Retirement
How to View Investment Performance
Should I Buy or Lease My Car?
Year-End Financial Planning Checklist
A Four-Step Process to Save for Any Goal
How to Manage Your Retirement Paycheck During a Market Decline
The Pros and Cons of Target Date Funds
Making Sense of Your Retirement Projections
Having a Plan for Long-Term Care
5 Ways to Have a Better Relationship With Money
Lump Sum of Cash to Invest – All at Once or Gradually?
Estate Planning 101
A Checklist for Reviewing Your Tax Return
A Deeper Dive on Roth IRA Conversions
How to View Your Home Within Your Financial Plan
Asset Location – A Way to Improve Your Investment Return
5 Key Things to Address if Retiring in Your 50’s
Tax Planning Versus Tax Preparation
Investing and the “Lifeboat Drill”
Should You Change Your Investments as You Approach Retirement?
What to Do With Old Retirement Accounts (401k, 403b, 457b)
Making Sense of Your Pension Options, Episode #37
Year-End Tax Planning Checklist
Explaining Social Security and How to Maximize Your Benefit
How Much Cash Should You Keep On Hand?
What to Know About Mortgages and Refinancing
Roth or Pre-Tax Retirement Contributions – Which Should You Make?
It’s Open Enrollment Season!
How to Manage the Emotions of Investing
Mailbag Episode #2
Mailbag Episode #1
The Key Questions You Should Ask a Financial Advisor
Debunking 5 Common Myths About Managing Your Finances
Planning for Healthcare in Retirement
The Annual Financial Plan Checklist
5 Strategies for Tax-Efficient Charitable Giving
The “Reverse Budget” – an Alternative to Budgeting
Pursuing Early Financial Independence
The Waterfall of Retirement Savings by Account
The “Other 20%” of Successful Investing
How We Manage Our Own Finances – Part 2
How We Manage Our Own Finances – Part 1
Your Financial Vital Signs
How to Minimize Your Tax Bill in Retirement
Insurance for Physicians – What Types & Amounts You Actually Need
The Top 7 Financial Mistakes to Avoid as a Physician
How to Create a “Paycheck” in Retirement
How to Leverage Your “Side Income” as an Employed Physician
4 Easy Steps to Be a 403b or 401k Multimillionaire
Putting Together a Student Loan Game Plan
Are You Retirement Ready?
How to Allocate Your Cash Flow - Save, Spend, Invest, or Pay Down Debt
How to Know if You're on Track for Retirement/Financial Independence
The 80:20 Rule of Investing
The Best Way To Save For College As A Michigan Physician
6 Ways To Save Taxes As An Employed Physician
A 5-Step Process For Creating A Financial Plan
Welcome To The Physician’s Guide To Financial Wellness

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