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  • Money Tips from a Doctor [Podcast]

    Money Tips from a Doctor [Podcast]
    Dec 9 2025
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  • Five Bank Account Tips for Doctors [Podcast]

    Five Bank Account Tips for Doctors [Podcast]
    Feb 21 2025
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  • Contract Review for Doctors: Part 1 [Podcast]

    Contract Review for Doctors: Part 1 [Podcast]
    Nov 14 2024
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  • 5 Things Every Doctor Should Consider Before Retiring [Podcast]

    5 Things Every Doctor Should Consider Before Retiring [Podcast]
    Aug 1 2024
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  • Doctors and Financial Planning FOMO [Podcast]

    Doctors and Financial Planning FOMO [Podcast]
    Jun 10 2024
    Today Katherine Vessenes is joined by Ben Kirchner as they discuss financial planning FOMO.
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  • SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]

    SECURE Act 2.0: Can Doctors Roll Over 529 Plans into Roth IRAs? [Podcast]
    Mar 27 2024

    To learn more about these topics or access the previous episode Katherine mentioned, check out these hand selected posts:

    Roth IRAs for Doctors Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/roth-iras-podcast?rq=Roth%20IRA

    529 Plans Podcast: https://mdfinancialadvisors.com/money-minutes-for-doctors/529-day-podcast?rq=529

    SECURE Act 2.0 Article by Josh Lantz: https://mdfinancialadvisors.com/blog/secure-act-2?rq=529%20plan

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  • 4 Tax Rules for Doctors’ IRA Contributions [Podcast]

    4 Tax Rules for Doctors’ IRA Contributions [Podcast]
    Mar 20 2024
    As we approach Tax Day, it's essential to ensure you've maximized your IRA contributions for 2023, so today we're tackling the intricacies of IRA contributions and tax rules. Let's dive into four crucial rules to consider when funding your IRA and filing taxes.
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  • Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [Podcast]

    Organizing Your Tax-Relevant Documents: Quick Tips for Doctors [Podcast]
    Feb 21 2024
    Welcome back to More Money Minutes for Doctors. Tax Day will be here before we know it! Today's discussion revolves around a topic that promises to ease your future burdens: organizing your 2023 tax-related documents and beyond.
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