In this episode, Dr. Kyle Stephenson interviews Stephen Kates, a Certified Financial Planner with Advisor Wealth Management. They discuss the benefits of financial planning for providers which includes money management, financial strategy, tax planning, and taking emotion out of financial decisions.
They discussed specific questions that were sent by Resident Physicians regarding student loans, disability and life insurance, and what to look for when searching for a Financial Advisor or Planner.
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