Podcast

    Most people get a little advice from their parents once in a while.  A lot of times it’s great advice!  When it comes to financial advice, sometimes our parents may be advising based on the economic reality they faced, not the one you’re facing.  In this...

    Generally, Rachelle and Corey are big fans of keeping things simple on Financial Clarity for Doctors.  But in some situations, a little more complicated can be a lot more helpful!  For those in higher tax brackets, direct indexing can be a more tax...

    The New Year is a great time to pause and reflect on your goals and values.  Your financial plan is a huge part of that!  In this episode of Financial Clarity for Doctors, Corey and Rachelle offer some suggestions of things to reflect on and how to use...

    In this episode of Financial Clarity for Doctors, Rachelle and Corey try to predict the future!  We know we’ll be wrong about lots of things, but it’s still fun to try.  From predictions about the economy this coming year to thoughts about Taylor Swift...

    For many of us the holidays are joyful, and for others they are stressful (realistically, a combination of both!) – family stuff, cold and flu season, anxiety about gift giving?  There is something for everyone!  In this episode of Financial Clarity for...

    The world is constantly in flux, sometimes in ways that are scary or violent.  This can sometimes cause us to reassess everything.  But it when it comes to your investments, that may not be the best strategy.  In this episode of Financial Clarity for...

    For many folks, it’s open enrollment season!  In this episode of Financial Clarity for Doctors, Rachelle and Corey discuss the ins and outs of health insurance and how to decide which one is the best fit for you. Listen Here! Health insurance: Most...

    In this episode of Financial Clarity for Doctors, Rachelle and Corey talk about the hypothetical value of shares of stock.  Sometimes financial markets can feel very opaque and mysterious, and that’s for good reason!  This is confusing sometimes!  But...

      Do you feel like you are spinning your wheels with your financial plan?  In this episode of Financial Clarity for Doctors, Corey and Rachelle talk about how it can be challenging to see improvement in your finances because those improvements can...

In this episode of Financial Clarity for Doctors, Rachelle and Corey tackle some strategies for using all your hard-earned money in retirement.  This is what a lot of us are working toward, and using your money efficiently in retirement means there may be more of it...

Lots of people value experiences like travel in their lives.  With clients, this often makes the top three for short-term goals.  In this episode of Financial Clarity for Doctors, Rachelle and Corey walk through some ways to travel without breaking the bank - so you...

  In this episode of Financial Clarity for Doctors, Corey and Rachelle walk through the time consuming (and somewhat rewarding!) process of building a custom home.  Corey speaks from personal experience and walks through the entire process.  Listen Here! Tune in...