Podcasts by Financial Clarity for Doctors

Gifting Thoughtfully This Holiday Season from 2023-12-11T02:01

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 someth...

Investing During Geopolitical Uncertainty from 2023-11-27T02:01

The world is constantly in flux, sometimes in ways that are scary or violent.  This can sometimes cause us to reassess everything.  But it when it comes to your investments, that may not be the ...

Which Health Insurance is Right for You from 2023-11-13T02:01

For many folks, it’s open enrollment season!  In this episode of Financial Clarity for Doctors, Rachelle and Corey discuss the ins and outs of health insurance and how to decide which one is the...

How Does Stock Have Value? from 2023-10-30T02:01

In this episode of Financial Clarity for Doctors, Rachelle and Corey talk about the hypothetical value of shares of stock.  Sometimes financial markets can feel very opaque and mysterious, and t...

Gradual Improvements Go Unnoticed from 2023-10-16T02:01

Do you feel like you are spinning your wheels with your financial plan?  In this episode of Financial Clarity for Doctors, Corey and Rachelle talk about how it can be challenging to see improvem...

Retirement Distribution Strategies from 2023-10-02T02:01

In this episode of Financial Clarity for Doctors, Rachelle and Corey tackle some strategies for using all your hard-earned money in retirement.  This is what a lot of us are working toward, and ...

Traveling Without Breaking the Bank from 2023-09-18T02:01

Lots of people value experiences like travel in their lives.  With clients, this often makes the top three for short-term goals.  In this episode of Financial Clarity for Doctors, Rachelle and C...

Building a Custom Home from 2023-09-04T02:01

In this episode of Financial Clarity for Doctors, Corey and Rachelle walk through the time consuming (and somewhat rewarding!) process of building a custom home.  Corey speaks from personal expe...

Blog: College Savings: 529 Plans&Recent Changes from 2023-08-30T02:01

In this week's blog, we dive into college savings strategies, as well as some recent changes to the rules around 529 college savings plans.  

Our weekly blog posts that can be found at ww...

Taboo Money Topics from 2023-08-21T02:08

Why is it that people get so nervous and uncomfortable when discussing money?  Many of us were taught as children that it is rude to discuss money, but knowledge is power!  In this episode of Fi...

Our Other Favorite Personal Finance Resources from 2023-08-07T02:01

If you are looking for more resources to dive into financial planning, this episode is for you!  Corey and Rachelle list out a few of their favorite books, blogs, and podcasts.  There is a littl...

More Federal Student Loan Updates from 2023-07-24T02:01

They’re coming!  Take one final breath of fresh air before your federal student loan payments resume.  Finally.  In today’s episode, Corey and Rachelle chat about what to expect when payments re...

Blog: A Guide to Money in Residency from 2023-07-12T02:06

This week's blog post is an overview of the financial topics you should be addressing during your training years.  

Our weekly blog posts that can be found at www.theFinityGroup.com/blog,...

Do You Need a Financial Advisor? from 2023-07-10T02:01

In this episode, Rachelle and Corey discuss the value a Financial Advisor can provide to different types of people.  Not everyone is the same, so the answer to this question is not always the sa...

Invest for a Long Time, Not a Good Time from 2023-06-26T02:01

In this episode, Rachelle and Corey use a LOT of metaphors to explore the idea that investing for long-term growth should be boring!  This isn’t a game; it’s trying to achieve your goals (like h...

Blog: 11 Ways to Teach Your Kids About Money from 2023-06-14T02:01

This week's blog post dives into 11 ideas you can implement to help educate your children about money. 

Our weekly blog posts that can be found at www.theFinityGroup.com/blog, where you c...

3 Financial Goals for Every Career Stage from 2023-06-12T02:27

In this episode, Rachelle and Corey tackle some basic goals you can tackle at each stage of your career.  These goals build on each other over time.  This is not designed to be a comprehensive l...

Blog: Planning with Pride 2023 from 2023-06-07T13:16:03

This weeks blog, written by Peggy Haslach, discusses financial planning for the LGBTQIA+ community.  

Our weekly blog posts that can be found at www.theFinityGroup.com/blog, where you can...

Housing Arbitrage from 2023-05-29T02:01

Corey and Rachelle dive into the idea of housing arbitrage in the newest episode of Financial Clarity for Doctors.  If you bought a home or refinanced it at historically low interest rates, you ...

Blog: Cost of Short-Term Homeownership from 2023-05-23T02:01

In this week's blog, we dive into the costs of buying, selling, and owning a home and whether it makes sense to buy or rent in the short-term.  

Our weekly blog posts that can be found at...

Blog: What to Look for in a Disability Insurance Policy from 2023-05-17T02:00

In this week's blog, we dive into what to look for in a disability insurance policy, so you can secure the policy that's right for you.  

Our weekly blog posts that can be found at www.th...

Universal Principles of Money from 2023-05-15T02:01

In this special 100th episode of Financial Clarity for Doctors, Rachelle and Corey discuss some principles of money that are worth incorporating into our daily lives.  Bottom line – A lot (but n...

Academic/Hospital Medicine vs. Private Practice from 2023-05-01T02:01

In this episode of Financial Clarity for Doctors, Corey and Rachelle weigh the pros and cons of different types of employers.  It’s job search time, and while money isn’t everything, it is impor...

What Causes Banks to Fail? from 2023-04-17T02:04

Today on Financial Clarity for Doctors, Corey and Rachelle unpack some of the details behind the fall of Silicon Valley Bank (SVB).  Is the whole banking industry in trouble, and should we be wo...

Blog: PSLF One-Time Payment Adjustment from 2023-04-12T02:01

In this week's blog, we remind everyone of the upcoming one-time adjustment for student loans to receive PSLF credits for payments that were previously ineligible to count towards PLSF.  Make sure ...

Home Buying: Pre-Owned v. New v. Custom from 2023-04-03T03:01

Today on Financial Clarity for Doctors, Corey and Rachelle discuss different ways of purchasing a home.  With housing inventory still being low in many places, it can be helpful to explore all y...

Blog: 10 Tax Deductions for Doctors from 2023-03-22T03:01

In this week's blog, we through 10 tax deductions for doctors for ways to potentially save money on taxes.  

Our weekly blog posts that can be found at

Our weekly blog posts that can be found at Listen

Spend it All from 2023-02-20T03:01

In this episode, Corey and Rachelle take a little inspiration from Bill Perkins and his book ­Die with Zero.  It’s an interesting concept (but scary to most people).  Ultimately, the idea is to ...

Blog: 6 Benefits of Being a Locum Tenens Physician from 2023-02-08T03:01

In this week's blog, we walk through benefits of working locums as a doctor.  

Our weekly blog posts that can be found at www.theFinityGroup.c...

Secure Act 2.0 - Some Highlights from 2023-02-06T03:01

In this episode, Corey and Rachelle discuss a few retirement savings and tax law changes.  One thing we like to say in planning, is that tax laws change all the time.  This is one example of how...

Blog: Retirement Planning for Doctors: How Much Do I Need to Retire? from 2023-01-25T03:01

In this week's blog, we walk through some ways to estimate how much money a doctor needs to retire.  

Our weekly blog posts that can be found at

Our weekly blog posts t...

Save Taxes With a Cash Balance Plan from 2023-01-09T03:08

In this episode, Corey and Rachelle breakdown cash balance retirement plans.  What are they and are they a good fit for you?

What the heck is a cash balance plan? Listen

Lessons from a Retired Surgeon from 2022-12-26T04:04

This episode is an extra special one where Corey interviews his dad, Dr. Kenneth Janoff, a retired surgeon about his career in medicine and achieving financial independence. 

He shares st...

Blog: 5 Steps to Achieving Financial Independence from 2022-12-14T12:05:25

In this week's blog, we list five important actions to take in order to become financially independent one day.  

Our weekly blog posts that can be found at Listen

Blog: How to Start an IRA from 2022-12-05T12:54:27

In this week's blog, we discuss what an IRA is, benefits of using one for retirement savings, and how to set one up.  

Our weekly blog posts that can be found at

Our weekly blog posts that can be found at

Our weekly blog posts that can be found at www.the...

Blog: What is the Purpose of Tax-Deferred Retirement Accounts from 2022-11-03T12:15:53

This week's blog post dives into the purpose and benefits of tax-deferred retirement accounts and how they can be utilized in your retirement savings strategy.  

Our weekly blog posts tha...

Financial Prep When You Are Expecting from 2022-10-31T08:04:20

A few weeks ago Corey and Rachelle tackled teaching kids about money on Financial Clarity for Doctors.  This week they dive into a few financial preparations that you can take on as a household ...

Blog: How Much Does Disability Insurance Cost from 2022-10-19T04:01

This week's blog post dives into the factors that impact the cost of disability insurance.  

Our weekly blog posts that can be found at www.th...

Anatomy of This Bear Market from 2022-10-17T04:01

In this episode of Financial Clarity for Doctors, Corey and Rachelle chat about the whirlwind year we have had in the stock market so far.  It’s easy to look back and explain stock market moveme...

Blog: Should I Do PSLF? from 2022-10-12T04:01

This week's blog post is about the Public Service Loan Forgiveness program (PSLF) and whether or not you should pursue it.  

Our weekly blog posts that can be found at

Our weekly blog posts that can be found at Listen

Blog: *URGENT* Student Loan “Limited Waiver” Program from 2022-09-21T05:01

This week's blog post, written by Braden Balocan, is about the temporary limited waiver student loan forgiveness program.  Deadline is October 2022.  Act now to take advantage of it!

Our ...

Financial Feedback Loop from 2022-09-19T06:30

In today’s episode of Financial Clarity for Doctors, Corey and Rachelle talk about one of the main reasons financial planning can be so challenging.  Unfortunately, you have to wait a LONG time ...

Blog: Term vs. Whole Life Insurance from 2022-09-14T09:18:43

We're starting to record an audio version of our weekly blog posts that can be found at www.theFinityGroup.com/blog.  Be on the lookout for these...

Student Loan Forgiveness Update from 2022-09-05T06:05

In today’s episode of Financial Clarity for Doctors, Corey and Rachelle discuss the Biden administration’s recently announced student loan plan.  The biggest question on everyone’s minds is do I...

First Black Doctor at Her Hospital from 2022-08-22T05:35

Being the First Black Doctor at a Hospital

In today’s episode of Financial Clarity for Doctors, Corey and Rachelle are joined by their colleague, Antwon Weary and Sonya Williams, MD.  Son...

Finance Tips for Residents from 2022-08-08T06:07

Get your pen and paper ready!  In today’s episode of Financial Clarity for Doctors, Corey and Rachelle run through various tips for those of you getting by on a trainee’s salary (or maybe even s...

The R Word from 2022-07-25T11:33:01

In the previous episode of Financial Clarity for Doctors, Corey and Rachelle talked about stock performance year-to-date.  Today they unpack one potential part of that decline – the fear of a “r...

Investment Return Expectations from 2022-07-11T05:42

Stock market got you down?  In this episode of Financial Clarity for Doctors, Corey and Rachelle chat about how expectations of stock market performance stack up against the reality we deal with...

Rising Housing Costs from 2022-06-20T05:45

In this episode of Financial Clarity for Doctors, Corey and Rachelle address one of the questions clients frequently ask them.  How much can we afford to spend on housing?  Whether you are renti...

Tax Treatment of Investments from 2022-06-06T05:48

Thanks for listening to Financial Clarity for Doctors everyone!  Everyone loves to talk about the important of diversifying their investments, but in this episode Rachelle and Corey dive into a ...

Malpractice Insurance w. Jennifer Wiggins from 2022-05-23T05:45

Thanks for listening to Financial Clarity for Doctors everyone!  In today’s episode your favorite podcast hosts Rachelle Vanderzanden and Corey Janoff speak with Jennifer Wiggins of Aegis Malpra...

Make More Money from 2022-05-09T05:30

Welcome back and thank you for listening to another episode of Financial Clarity for Doctors!  In this episode, Corey and Rachelle chat about one way you can improve your financial situation.  I...

Doctor Mortgage Loans w/ Casey McLaughlin from 2022-04-25T05:28

Doctor Mortgages w/Casey McLaughlin

Welcome back and thank you for listening to another episode of Financial Clarity for Doctors!  In this episode, we chat with Casey McLaughlin of US Ban...

Old Retirement Accounts: What to do with Them from 2022-04-11T05:04

In this episode of Financial Clarity for Doctors, Corey and Rachelle discuss what you can do with old retirement accounts!

They cover what your options are, from taking a distribution, to...

Financial Planning Hot Takes from 2022-03-28T05:00

Welcome back and thank you for listening to another episode of Financial Clarity for Doctors!

Today we’re going to go against the grain and take a somewhat contrarian approach t...

Financial Wellness Made Me A Better Doctor - Featuring Jordan Frey from 2022-03-14T08:30:15

Welcome back and thank you for listening to another episode of Financial Clarity for Doctors!

Today's episode features special guest Jordan Frey, MD. Also known as, "The Prudent Plastic S...

First Time Home Buying from 2022-02-28T04:00

Welcome back and thank you for listening to another episode of Financial Clarity for Doctors! Today we're going to talk about buying your first home.

The process of buying a home...

Don’t Make These Mistakes from 2022-02-14T07:14:12

Welcome back and thank you for listening to another episode of Financial Clarity for Doctors! Today we want to talk about the mistakes you shouldn't make in financial planning.

P...

Timing The Market from 2022-01-31T04:00

Welcome back and thank you for listening to another episode of Financial Clarity for Doctors! Today we want to talk about trying to time the market and possible strategies for when and how to do...

PSLF Overhaul from 2022-01-17T05:00

Welcome back and Happy New Year! Thank you for listening to another episode of Financial Clarity for Doctors!

Public Service Loan Forgiveness has been in the news quite a bit lat...

Simple VS Complex from 2022-01-03T05:00

Welcome back and Happy New Year! Thank you for listening to another episode of Financial Clarity for Doctors!

Today we want to talk about simple solutions vs complex solutions.  ...

Stealth Wealth from 2021-12-20T04:00

Welcome back and thank you for listening to another episode of Financial Clarity for Doctors!

Today we want talk about the concept of stealth wealth, i.e., flying under the wealt...

When Headlines Drive Decisions from 2021-12-06T04:00

Welcome back  and thank you for listening to another episode of Financial Clarity for Doctors!

Expect to see a lot of headlines as we close out the year, particularly on the tax ...

Target Date Funds - Good Or Bad? from 2021-11-22T04:00

Welcome back to another episode of Financial Clarity for Doctors!

Have you ever wondered what happens to your money when it goes into your plan at work if you do NOTHING?  Today ...

The Importance of Individual Disability Insurance and The Pitfalls of Group Coverage from 2021-11-08T04:00

Welcome back to another episode of Financial Clarity for Doctors!

Disability insurance is a hot topic for young doctors.  The most common question we get – Do I need my own polic...

Reality Minus Expectations = Satisfaction from 2021-10-25T05:00

Welcome to another episode of Financial Clarity for Doctors!

Today we want to discuss your happiness and satisfaction and how it is largely tied to your expectations.

  Listen

Spending More Than You Make from 2021-10-11T10:04:38

Welcome to another episode of Financial Clarity for Doctors!

We spend a lot of time talking about how to make sure you are in a good position to reach your long-term goals.  For ...

Your Savings Rate Matters A Lot from 2021-09-27T05:00

Welcome to another episode of Financial Clarity for Doctors!  In todays episode we will discuss arguably the most important factor in achieving your long-term financial goals: how much you save....

Budgeting Tips from 2021-09-13T05:00

Welcome to another episode of Financial Clarity for Doctors.   In todays episode we will discuss a topic regarding one of the most common requests we get...  Budgeting!

Many people only c...

Why Are You Invested The Way You Are from 2021-08-30T06:00

Welcome to another episode of Financial Clarity for Doctors.  In today's episode we want to talk about investing.  Specifically, investing towards your specific financial goals.

...

Financial Plan VS Financial Planning from 2021-08-16T05:00

In today's episode we talk about the difference between having a financial plan and engaging in financial planning.  

In this episode we discuss:

• Initial steps in building a f...
  Listen

Little Things Matter from 2021-08-02T06:30

A few episodes ago we talked about big things mattering more than little things.  In this episode we will talk about how little things matter, too.  Not in the sense that a single Starbucks coff...

Invest Like A Girl - With Guest Aussie Doc Freedom from 2021-07-19T06:00

In today's episode we have a special guest coming all the way from Australia, Aussie Doc Freedom!

In this episode we discuss:

• What female investors do well that we can all lea...
  Listen

Physician Compensation Data from 2021-07-05T09:28:56

In today's episode we dive into the latest MGMA Physician income data!

In this episode we discuss:

• What specialties make the most 
• Geographic Data
• How to uti...
  Listen

Investing: What The Research Says from 2021-06-21T05:00

In today's episode we speak with the Founding Partners of Quantor Capital; Julio Cacho, PH.D. and Juan Carlos Herrera.  

In this episode we discuss:

Why do many p...

50 Nuggets of Financial Wisdom from 2021-06-07T05:00

Welcome to another episode of the Financial Clarity for Doctors Podcast.  Being that this is the 50th episode of the podcast, we decided to something special. 

In this episode we...

Back To Basics Investing 101 from 2021-05-24T05:30

We have a lot of different listeners.  Some folks want to learn about tax-loss harvesting, and others would really like to know what the heck a brokerage account is.  In this episode, we wanted ...

Big Things Matter More Than Little Things from 2021-05-10T04:05

People tend to focus too much on the little things, such as how much they spend on coffee, or what their portfolio returned last quarter.  In reality, the little things don't matter much when it...

Should I Buy or Rent a House? from 2021-04-26T06:00

Welcome to another episode of the Financial Clarity for Doctors Podcast.  The housing market is going crazy right now and it’s great topic given the time of year.   

We are getti...

Cryptocurrencies - What You Need To Know from 2021-04-12T05:00

Welcome to another episode of the Financial Clarity for Doctors Podcast.  In this episode we wanted to dive into one of the hot topics of the day – the exciting world of cryptocurrency.  As a di...

Investing in Startups with Mr. EPG from 2021-03-29T04:00

Welcome to another episode of the Financial Clarity for Doctors Podcast.  We are very excited to explore a topic outside of our general expertise, investing in startups.  So, we brought in an ex...

Ways to Pay for Home Repairs and Renovations from 2021-03-15T05:09

On this week’s episode of Financial Clarity for Doctors host Rachelle and Corey talk about a topic so many have undertaken during the past year—home renovations! For those of you who have been c...

Timing the Market vs Time in The Market from 2021-03-01T04:00

On this week's episode of the Financial Clarity for Doctors podcast, we chat about a topic on the top of many people's minds this past year, timing the market! Over the years, many clients have ...

Unexpected Death from 2021-02-15T04:51

In this episode of Financial Clarity for Doctors, Rachelle & Corey talk about a more somber topic, the tragedy of unexpected death. While no one wants to think about or expect it to happen, prep...

Disproportionate Impacts of The Recession w/ Peggy Haslach from 2021-02-01T04:00

In this week’s Financial Clarity for Doctors, host Rachelle & Corey team up with Finity Group Financial Advisor Peggy Haslach to discuss the disproportionate impact the current recession has had...

Protecting Short Term Needs with Tyler Olson from 2021-01-18T04:10

On this week's Financial Clarity for Doctors Hosts, Cory and Rachelle have on special guest, Tyler Olson. Tyler Olson is a Financial Advisor with Olson Consulting, LLC and is well known on Twitter ...

2021 Predicitions from 2021-01-04T04:00

Welcome, 2021!! On this week’s episode of Financial Clarity for Doctors host, Corey and Rachelle start the year off with their predictions for the new year and help you with the tools to best st...

Education Planning and College Savings 101 from 2020-12-21T04:10

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 ...

Investing in Individual Stocks from 2020-12-07T04:01

In this week’s episode of Financial Clarity for Doctors, Corey and Rachelle talk about the trendy topic of investing in an individual stock. Is investing in individual stock a good idea or a bad...

Happy Thanksgiving! A Few of the Things We're Thankful This Year. from 2020-11-23T04:00

On this episode of Financial Clarity for Doctors, Rachelle and Corey celebrate the Thanksgiving spirit early by talking about all the things they're thankful for this year.  It's been a wild yea...

Permanent Life Insurance – The thing we all love to hate. from 2020-11-09T04:01

All too often, we see permanent life insurance being oversold or sold inappropriately. There is, however, a time and place for permanent life insurance. In this week’s episode of Financial Clari...

How Politics Affect the Stock Market w/Cole Kimball from 2020-10-26T05:00

In this episode of the Financial Clarity for Doctors podcast, Corey and Rachelle chat with Finity Group's Chief Investment Officer, Cole Kimball, CFA ® about the upcoming Presidential election a...

Socially Respoinsible Investing with Japie Steyn from 2020-10-12T05:05

Are you ready to make an impact with your investments? You may have heard of SRI, socially responsible investing and ESG, Environmental, Social, and Governance, but do you know what they actuall...

Smart Money Moves Doctors Should Make from 2020-09-28T10:09:40

Hosts Corey Janoff and Rachelle Vanderzanden dive into 12 smart moves doctors should make in today's episode of the Financial Clarity for Doctors podcast. We've worked with many doctors and dent...

Kids Are Expensive! from 2020-09-14T05:00

Hosts Corey and Rachelle dive into the subject of raising children, specifically the cost of raising children.

What makes kids so expensive, you ask?? 

Impact on Income.

...

Kids Are Expensive! from 2020-09-14T05:00

Hosts Corey and Rachelle dive into the subject of raising children, specifically the cost of raising children.

What makes kids so expensive, you ask?  

Impact on Income.

Chi...

How Much Money Do Doctors Need to Retire from 2020-08-31T05:21

Welcome to our 30th episode and one year anniversary of the Financial Clarity for Doctors Podcast!

This week on the podcast, Corey and Rachelle help you better understand how much money d...

Tax Loss Harvesting from 2020-08-17T05:30

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...

We Have Met the Enemy and It Is Us! from 2020-08-03T05:30

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 t...

How Much House Can a Doctor Afford?   from 2020-07-20T07:05

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 bet...

Physician Employment Contract Review from 2020-07-06T05:15

Physician Contract Review

You worked hard to get where you are today, so it's essential you know what you're stepping into when you select you to make that next big move. Physician contra...

Transitioning from Residency to Practice from 2020-06-22T07:51:39

Transitioning to Practice

For doctors, one of the most significant life events is transitioning from residency or fellowship into practice. This usually involves a significant pay increas...

Debt Vs. Investing. What Should You Do First? from 2020-06-08T08:15:04

One thing almost every client asks about as they transition into practice is what to do first. You all have competing goals. If you have debt, you want to pay it off immediately. You also know y...

Own-Occupation Disability Insurance: Do I need it?  from 2020-05-25T05:30

Own-Occupation Disability Insurance:  Do I need it? 

Hosts Corey Janoff and Rachelle Vanderzanden dive into detail on the important topic of own-occupation disability insurance. ...

Let's Talk Money, Honey! With Carl Richards from 2020-05-11T02:07

On today's Financial Clarity for Doctors Podcast, we speak with popular author, Carl Richards, about having a discussion around finances with your spouse.  

Our conversation with Carl Ric...

On FIRE with Physician on FIRE from 2020-04-27T02:15

Why would you want to be on FIRE you ask?  Because in this case FIRE means Financial Independence, Retire Early.  That is a concept we can get behind and one that our guest Dr. Leif Dahleen is l...

Navigating a COVID-19 Market w/Aaron Lewis MD from 2020-04-13T02:05

Nobody likes to see their investment portfolio decline in value. It doesn’t matter whether you are in retirement or just getting started with investing.  The recent COVID-19 pandemic caught the ...

COVID-19: A Physician Spouse's Perspective from 2020-04-06T02:55

Peggy Haslach takes over the podcast this week with a special bonus episode. When I was young, mothers would say to their daughters, “Settle down an...

Investment Risks Doctors Face from 2020-03-30T02:33

Investment Risks

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 othe...

Backdoor Roth IRA from 2020-03-16T01:12

Despite the recent volatility in the markets, we still need to save for retirement!  Roth accounts can be a great source of tax-free income in retirement when used correctly.  Some high-income e...

How Sleep Affects Burnout w/Brandon Peters from 2020-03-02T01:33

Dr. Brandon Peters took some time to speak with us about the importance of sleep and how it is a huge part of your overall health and how it can improve the quality of your work and help you avo...

Single on Valentine's Day? Let's Talk Money! from 2020-02-14T01:25

Are you bored hearing Corey and Rachelle talk about financial planning for families and couples?   This one is for the lonely hearts (or happily single folks) out there on Valentine’s Day!

Tax Planning for Doctors w/Ryan Kramer from 2020-01-30T15:16:47

With tax season finally here, we know our clients will come up with lots of questions for us.  We can tell them how to make a backdoor Roth IRA contribution, but most of the time we’re going to ...

Avoiding Burnout w/the Physician Philosopher from 2020-01-18T14:04:19

Getting paid more is not the solution to avoiding burnout.  Jimmy Turner, the Physician Philosopher, is here to help us get our financial houses in order so that we can work the way we want and ...

PSLF: What Doctors Need to Know from 2020-01-03T14:23:13

Spencer Salvador joins us to talk specifics about PSLF and what doctors need to do to qualify for student loan forgiveness!

“Is Public Service Loan Forgiveness (PSLF) a good fit for me?” ...

Holiday Gift Giving from 2019-12-15T14:15:10

Happy Holidays to all our listeners!  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.  We also have a video...

Estate Planning Essentials w/Bob Kabacy from 2019-12-08T09:51

Estate Planning

Creating a will and other estate planning documents is not exactly fun, but it’s a gift to those you leave behind.  One thing we can do is make our wishes clear, so our lo...

Selling a Home w/Rick McDowell from 2019-11-24T20:00:15

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 i...

Home Buying w/Rick McDowell from 2019-11-10T11:54

Thinking about buying a home but have no idea where to start?  Rick McDowell is here to help!  This is something that comes up for a lot of physicians...

Divorce (2/2): What to Know Beforehand w/Blake Van Zile from 2019-10-27T12:29

Divorce – What to Know Beforehand

In this episode, we continue our discussion about divorce with attorney Blake Van Zile.  In the second part, we talk about some surprising things that co...

Divorce (1/2): What to Know Beforehand w/Blake Van Zile from 2019-10-27T12:25

In our very first episode with a guest, we talk about all things divorce-related with attorney Blake Van Zile.  We loved talking about divorce so much that we had to break this one into two part...

Finding a Balance from 2019-10-13T12:54

You can’t focus only on the dollars and cents.  Life is about making memories, and it’s important to find the right balance between your current quality of life and financial security now and in...

4. Life Insurance Considerations for Doctors from 2019-09-29T14:30:36

September is life insurance awareness month, and we are diving in with some helpful tidbits.

Why life insurance?  There are lots of different reasons people consider life insurance includ...

3. Retirement Savings Strategies for Doctors from 2019-09-16T10:47:43

We discuss retirement savings strategies for attendings and resident physicians and ways to get to a point where you are investing an adequate amount for your retirement goals.  

2. Student Loan Management for Doctors from 2019-08-30T09:42:15

Student loans are the specter hanging over many young physicians with an average loan balance of $200,000 when they finish medical school.  For those who don’t have student loans, you might want...

1. Why Doctors are Bad with Money from 2019-08-30T08:38:42

In the debut episode of Financial Clarity for Doctors, hosts Corey Janoff and Rachelle Vanderzanden talk about why doctors are notoriously bad with money.