As physicians, we do each other a disservice if we don’t talk openly about money. In this episode of the American College of Cardiology’s (ACC) “Practice Made Perfect” podcast, I discuss with ACC leaders…
Read more →Like your Type 2A colleagues, you too want an Advice-Only planner who is not going to manage your money for you but give you valuable guidance to help you do it yourself….
Read more →Once you’ve made the decision to manage your investments yourself, you are looking for an Advice-only financial planner….
Read more →For physicians looking to delegate management of their assets to a fiduciary, fee-only financial planner, their best choice is a financial planner who charges an AUM fee model….
Read more →Choosing between wildly different financial planners can be an overwhelming experience when you don’t know what’s out there….
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