The Savvy Doc Podcast

Savvy Doc Financial Planners

We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.om read less
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Episódios

Market Talk | December 21, 2023
22-12-2023
Market Talk | December 21, 2023
Welcome to Market Talk, where we delve into the latest financial insights and discuss the key considerations for the year-end. Segment 1: Year-End Tax Planning Required Minimum Distributions (RMDs) and their implications for retirees.Inherited IRAs: Strategies and tax considerations. Segment 2: Market Update Santa Claus Rally: Analyzing historical trends and factors influencing year-end market behavior. Federal Reserve's role: Discussion on current rates and potential rate cuts. Segment 3: Economic Landscape: GDP and Consumer Spending: Impact on the market and broader economic trends.Travel Industry: Examining its recovery and potential market effects.Inflation: Current levels, concerns, and its influence on investment decisions. Segment 4: Technology and Market Dynamics AI's Impact: Exploring how Artificial Intelligence influences markets and the broader economy. Segment 5: Looking Ahead - 2024 Predictions Speculations and insights into potential market trends and economic developments. Segment 6: Auto Industry Trends Hybrid Vehicles vs. EVs: Analyzing the ongoing shift in the automotive industry. Segment 7: Bonds and Fixed Income Overview of bond markets: Current conditions and considerations for investors. Segment 8: Political Landscape and Market Impact Election Influence: Examining how political events may affect the financial markets. Conclusion: Thank you for joining us on Market Talk. As we approach the end of the year, it's crucial to consider these factors in your financial planning. Stay tuned for more insightful discussions in our future episodes. If you enjoyed the podcast, please subscribe, leave a review, and share with your network. Until next time, happy investing! Disclaimer The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
Market Talk | December 7, 2023
21-12-2023
Market Talk | December 7, 2023
📈 Explore the dynamic world of Markets, Investing & Planning in our latest episode! 🌐 Join us as we navigate through the intricate landscape of financial topics, delving into the Shift in Money Flow and addressing the burning question on everyone's mind: "Is the market going to crash?" Discover the nuances between the deficit and the debt, and gain insights into the impact of Government Spending & Consumer Spending on economic landscapes. Uncover the mysteries of Interest Rates and get a comprehensive overview of the current state of the economy. Dive into the realms of Inflation and Artificial Intelligence, exploring their roles in shaping financial trajectories. Gain valuable knowledge on Housing Affordability and understand the significance of Beneficiaries & Contingent Beneficiaries in financial planning. Explore the strategic world of Roth Conversions and the intricacies of Bond investments, all while preparing for the future with effective Planning for next year. Stay informed, stay ahead! 🏠📉 Are you ready to unravel the secrets of financial markets? Watch our video now for a comprehensive journey through these essential topics! 💼💰 #Finance #Investing #EconomicInsights #FinancialPlanning Disclaimer The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.
Tax Prep for The New Year & Navigating Financial Landscapes
22-11-2023
Tax Prep for The New Year & Navigating Financial Landscapes
Hosts: Catherine Magaña, CFP® (Managing Partner), Steve Wolff, CFP® (Managing Partner), Greg Carroll, CFP® (Wealth Advisor), Rachel Ivanovich (Tax Strategist and Wealth Advisor). Episode Highlights: What does the $1.8 billion Realtor lawsuit mean for real estate? -          The hosts dive into a discussion about the recent Realtor lawsuit concerning real estate fees, exploring its implications for the industry and potential impacts on the real estate market. Interest Rates: -          The team analyzes current interest rate trends and their effects on the market. Economic Slowdown and Possible Recession: -          An overview of the economic landscape, addressing concerns about a slowdown and the potential for a recession. Planning Tips to Prepare for Next Year: -          The hosts offer valuable tips for financial planning in the upcoming year, emphasizing proactive measures to secure financial well-being. Tax Planning: A detailed exploration of tax planning strategies in preparation for the new year. -          Flexible Spending Account (FSA): o   Assessing the FSA balance to make informed decisions about healthcare expenses. -          W-2 Withholding: o   Guidance on checking and adjusting W-2 withholdings for optimal tax outcomes. -          Retiree Considerations: o   Advising retirees to stay ahead by fulfilling estimated tax payments to avoid penalties. -          Capital Gains and Losses: o   Cautionary advice on offsetting large gains with losses and navigating wash sale rules. -          Required Minimum Distributions (RMDs): o   Ensuring RMDs are met to avoid penalties and stay in compliance with retirement account regulations. -          Salary Deferrals, IRA Contributions, and Donations: o   Discussing strategies such as salary deferrals, IRA contributions, and charitable donations to optimize tax benefits. -          Gifting and Appreciated Stock: o   Exploring gifting limits, charitable distributions, and the potential advantages of donating appreciated stock to charity. Closing Thoughts: The episode wraps up with a recap of key insights and a reminder to stay proactive in your financial planning. Episode Recorded on 11/20/2023. savvydoc.com | 760.692.5600 Savvy Doc Financial Planners is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly.
A Conversation About Physician Burnout With Dr. Amruti Borad
14-03-2023
A Conversation About Physician Burnout With Dr. Amruti Borad
Welcome to the The Savvy Doc Podcast . In this episode, Dr. Amruti Borad and Catherine Magaña, CFP® have a conversation about physician burnout. If you want to overcome burnout, develop a strategy to address it, and achieve greater satisfaction in your work and life then please tune in. In this episode, you'll discover: “A Conversation About Physician Burnout” ·         Dr. Borad's burnout story. ·         Burnout Syndrome. ·         Symptoms to recognize. ·         How to ask for help ·         The difference between coaching, therapy, and mentoring. ·         Unique challenges for women in medicine. ·         A snapshot of what Concierge medicine looks like. ·         Mindset tips and insights from Dr. Borad’s personal experience navigating burnout. About Us Dr. Amruti Borad is an expert in physician burnout whose accomplishments include: ·         Concierge Family Physician ·         Physician Coach ·         Medical Student Coach ·         Wellness Blogger Contact Dr. Borad LinkedIn: https://www.linkedin.com/in/amruti-borad Email: A.heartathome1@gmail.com Thanks for Tuning In! Thanks so much for being with us this for this episode. If you enjoyed this episode on burnout, please share it with your friends. Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "The Savvy Doc Podcast !" Thanks for listening! Savvy Doc Financial Planners https://savvydoc.com Savvy Doc Financial Planners is an SEC Registered Investment Advisor. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always lease remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
How To Manage Your Medical School Loans
30-09-2022
How To Manage Your Medical School Loans
Welcome to The Savvy Doc Podcast. In this episode, Dan Rooker from The Student Loan Planner discusses managing student loans with Steve and Catherine. So if you want to potentially save on student loans, learn how the income driven repayment plan works, and understand the public service loan forgiveness program so you can use these programs to efficiently manage your student debt, tune in now! In this episode, you'll discover: “How To Manage Your Medical Student Loans” What The Income Driven Repayment Plan (IDR) IsHow The IDR Waiver WorksPublic Service Loan Forgiveness (PSLF)PSLF WaiverCommunity Vs. Common Law States And How This Might Affect YouTips For 4th Year Medical StudentsConsolidation Do's and Dont'sImportant Information If You're Single About Our Guest Dan Rooker is a Certified Student Loan Professional™ (CLSP®) and Certified Financial Planner™ (CFP®) and has dedicated his practice - Rook Financial - to being an accountability partner for healthcare providers with student loans. As a Consultant with Student Loan Planner, Dan helps borrowers navigate through the maze of the federal loan system and find a best fit strategy for their situation. If Dan isn’t standing behind his desk on Spotify between sessions, he’s probably walking his Newfoundland dog (Moose) in the Wicker Park neighborhood of Chicago or buddy-swimming past the breakwall at Ohio St. beach. More Information Learn more about managing your student loans at studentloanplanner.com . Learn more about personal finance specific to doctors at savvydoc.com . Thanks for Tuning In! If you enjoyed this episode on managing student loans, please share it with your friends. Don't forget to subscribe to the show on iTunes or spotify to get automatic episode updates for our show "The Savvy Doc Podcast !" Thanks for listening!   Disclaimer Savvy Doc Financial Planners is an SEC-Registered Investment Advisor. Opinions expressed are for general informational purposes only and are not intended to provide specific advice or recommendations for any specific security. To determine which investments may be appropriate for you, consult a financial advisor prior to investing. Any discussion of past performance is no guarantee of future results and as always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.
How Structured Notes Can Reduce Risk In a Volatile Market
13-07-2022
How Structured Notes Can Reduce Risk In a Volatile Market
Welcome to Steve’s Stock Stories, Season 2, Episode 9 of the Savvy Doc Podcast In this episode, Greg Carroll and Steve Wolff discuss structured notes. So, if you want to potentially reduce downside exposure then tune into this episode. In this episode, you'll discover: What structured notes really are.How they protect downside exposure.What makes them structured.How they work.What buffers and barriers are.What the biggest risks are. About Us Greg Carroll is an expert in risk management, retirement planning and customized investment solutions whose accomplishments include: Over 36 years’ experience as a Financial AdvisorCERTIFIED FINANCIAL PLANNER™ Professional More Information Learn more about how you can improve your results investing while reducing downside exposure at https://savvydoc.com. Thanks for Tuning In! If you enjoyed this episode on structured notes, please share it with your friends. Don't forget to subscribe to the show on iTunes to get automatic episode updates for "Steve's Stock Stories!" Thanks for listening! Savvy Doc Financial Planners is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.