In this episode we discuss financial planning strategies for physicians. It starts by exploring retirement planning, taxes, debt management, and structuring income for high-earning doctors. We emphasize the importance of flexible scheduling and organizing financial information. This episode also highlights relationship planning, charitable giving structures, business entities, and detailed partnership agreements.
Reach out at contact@tricordadvisors.com
This week on Building Wealthy Habits:
- 0:00 Audiobooks and their benefits.
- 3:45 Financial planning for busy physicians.
- 8:14 Financial planning concerns for young physicians.
- 10:39 Financial planning for high-income physicians.
- 17:59 Organizing financial information for physicians and professionals.
- 22:49 The importance of planning for physician partnerships.
- 25:19 Financial planning for physicians and their professional relationships.
Connect with Randy:
Connect with Jeremiah:
- LinkedIn: https://www.linkedin.com/in/jeremiahjlee/
- Email: Jeremiah@tricordadvisors.com
Connect with Laura:
- LinkedIn: https://www.linkedin.com/in/laura-lee-59a83610/
- Email: Laura@tricordadvisors.com
