(503) 841-5840 [email protected]

Podcast

Financial Clarity For Doctors Podcast

Catch up on our podcast! All videos are linked below. You can also find us on YouTube.

98. What Causes Banks to Fail?

  Today on Financial Clarity for Doctors, Corey and Rachelle unpack some of the details behind the fall of Silicon Valley Bank (SVB).  Is the whole banking industry in trouble, and should we be worried?  Listen Here! Banking is reliant on trust:  Depositors need...

97. Home Buying – Pre-Owned v. New v. Custom

  Today on Financial Clarity for Doctors, Corey and Rachelle discuss different ways of purchasing a home.  With housing inventory still being low in many places, it can be helpful to explore all your options.  Listen Here! RegEd Tracking Types of Homes to...

96. Where To Put Your Cash Savings

In this episode of Financial Clarity for Doctors, Corey and Rachelle tackle some of the best places to put extra cash savings.  Having “too much cash” is a good problem to have, but we want to be as efficient as possible with anything you don’t need for your...

95. What’s Better, Roth or Pre-Tax?

In this episode of Financial Clarity for Doctors, Corey and Rachelle discuss the benefits of pre-tax and Roth retirement accounts.  We love savings, but it’s important to understand when and how you pay taxes.  You will have to pay taxes on your retirement savings,...

94. Spend It All

In this episode, Corey and Rachelle take a little inspiration from Bill Perkins and his book Die with Zero.  It’s an interesting concept (but scary to most people).  Ultimately, the idea is to use the resources you have while you can enjoy them.  Listen Here! Thinking...

93. Secure Act 2.0

In this episode, Corey and Rachelle discuss a few retirement savings and tax law changes.  One thing we like to say in planning, is that tax laws change all the time.  This is one example of how those changes can affect you and your retirement savings.  Listen Here!...

92. Leaving a Legacy

In this episode, Corey and Rachelle discuss how to approach leaving money behind, whether that is for family, charitable causes, or the government.  Just kidding!  The goal is for YOU to be able to direct where your wealth goes, which can include minimizing taxes if...

91. Save Taxes with a Cash Balance Plan

In this episode, Corey and Rachelle breakdown cash balance retirement plans.  What are they and are they a good fit for you?  Listen Here! What the heck is a cash balance plan?  Another pre-tax retirement plan, meaning you do not pay taxes on the money you deposit...

90. Lessons from a Retired Surgeon

This episode is an extra special one where Corey interviews his dad, Dr. Kenneth Janoff, a retired surgeon about his career in medicine and achieving financial independence.    Listen Here! He shares stories from growing up in New Jersey, going to medical school at...

88. Adjusting to Rising Interest Rates

 If you watch the news or have tried to borrow money any time recently, you know interest rates have increased A LOT this year.  New mortgages 30-year fixed mortgages are averaging more than 7%.  Drastically different from the 2.5-3.5% you could get during covid.  In...

87. Long Term Care – What is it and do you need it

 Once in a while, we have to “eat our vegetables” and talk about insurances.  In this episode, Corey and Rachelle tackle long-term care insurance in recognition of long-term care insurance awareness month.  Insurance conversations almost always revolve around things...

Copyright © 2023
The Finity Group