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Financial Clarity For Doctors

People tend to focus too much on the little things, such as how much they spend on coffee, or what their portfolio returned last quarter.  In reality, the little things don’t matter much when it comes to achieving financial goals.  It’s the big things you should be paying attention to:

  • Housing
  • Student loans
  • Cars
  • Travel
  • Childcare/schooling expenses
  • Saving enough for retirement

Do you have a strategy to achieve your goals?  It likely doesn’t matter if you pick the ABC or XYZ large-cap mutual fund in your 401k.  Max out your 401k and save enough elsewhere so getting the best possible returns doesn’t matter.

Visit https://thefinitygroup.com/podcast for more information on the show. You can also email the show at podcast@theFinityGroup.com.

For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance

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Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions. Advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Securities offered through Cambridge Investment Research, Inc., a registered Broker/Dealer, Member FINRA/SIPC.  Finity Group and Cambridge are not affiliated.


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