(503) 841-5840 [email protected]

Financial Education

Overview

Welcome to our newest addition to the Finity Group website.  This digital video library provides easy to follow tutorials on various educational topics covering Investments, Insurance, and Debt Management.  Each video is presented by one of our highly trained advisors, each of which specialize in financial planning for doctors.   

The Investment Education Library, brought to you by a selection of Finity Group’s experienced financial advisors, is centered around finance & investment subjects that are frequently covered during our meeting process. Select the topic that you would like to learn about, and let Finity Group set you on a path towards your financial independence.

 

The Power of Compound Interest

Corey Janoff, CFP® discusses compound interest: what it is and why it’s referred to as the “Eighth Wonder of the World.”

 

Three Forms of Diversification

Anders Ramstad, CFP®, ChFC®, CLU®, ChSNC® discusses the Three Forms of Diversification and gives you an overview of why each piece is important to your financial plan.

 

Asset Class Diversification

Cole Kimball, CFA, AIF® discusses Asset Class diversification. He will explain what the goals of your investment portfolio should be, including examples on the importance of rebalancing your portfolio.

 

Time Horizon Diversification

Owen Chambers discusses Time Horizon Diversification of your Investments and how to use them in your favor, especially when it comes to saving for retirement.

 

Tax Treatment Diversification

Michael Merrill, CFP®, CLU®, ChFC® discusses Tax Diversification of your Investments. What your options are and where they can be implemented in your financial plan.

 

How Much to Save for Retirement

Corey Janoff, CFP® discusses your options for saving for retirement while analyzing the needs of various desired retirement lifestyles.

 

Roth IRAs

Marshall Weintraub, CFP® discusses the importance of Roth IRAs for your Retirement Plan. Important topics include how to fund your Roth IRA when you make over the salary cap for contributions.

The Insurance Education Library, brought to you by a selection of Finity Group’s experienced financial advisors, is centered around insurance subjects that are frequently covered during our meeting process. Select the topic that you would like to learn about, and let Finity Group set you on a path towards your financial independence.

 

What to Insure Against

John Neri, AIF® discusses the importance of not over-insuring your life, and where to draw that line in the sand.

 

Disability Insurance

Spencer Salvador discusses important points of selecting disability insurance. Including how much coverage to get, when to apply, and how to appropriately structure your policy for maximum protection at the lowest cost.

 

Term Life Insurance

Michael Okinaka, CFP® discusses the difference between term & permanent life insurance policies, and why term life Insurance is popular for physicians. Including when to apply for insurance, and how much to apply for to ensure that you have enough coverage both in training and once you enter practice.

 

Permanent Life Insurance

Evan White discusses Permanent Life Insurance: when it makes sense to have it, and important ways your policy needs to be structured for the best coverage.

 

Umbrella Liability Insurance

John Neri, AIF® discusses the importance of Umbrella Liability Insurance: Why it’s useful, and how you can typically get a discount.

 

Business Owner Insurance 

James Fox discusses various insurances that a business owner should have and the best way to utilize them to your advantage.

 

Malpractice Insurance 

Jeff Pratt, CRC® discusses the importance of Malpractice Insurance for physicians, and the important questions you need to ask your future employer to save yourself money on the coverage.

The Debt Management Education Library, brought to you by a selection of Finity Group’s experienced financial advisors, is centered around debt management subjects that are frequently covered during our meeting process. Select the topic that you would like to learn about, and let Finity Group set you on a path towards your financial independence.

 

Debt as a Concept

Owen Chambers discusses various options for repaying your debts and will explain how to do so while accruing the least amount of interest possible.

 

Home Buying-Physician Loans

Anders Ramstad, CFP®, ChFC®, CLU®, ChSNC® discusses the options for physicians to be approved for a mortgage, even when they have high student loan debt.

 

Emergency Reserve Savings

Carlie Ransom discusses what your emergency reserve savings should look like and how to go about saving that much when you have other bills to pay.

 

Student Loans

Karl Rainer, CFP®, ChFC® discusses student loan repayment options available; including steps to take now if you want to utilize Public Service Loan Forgiveness in the future.

Copyright © 2022
The Finity Group