Podcast
104. Do You Need a Financial Advisor?
Do you need a Financial Advisor? In this episode, Rachelle and Corey discuss the value a Financial Advisor can provide to different types of people. Not everyone is the same, so the answer to this question is not always the same! Listen Here! Folks that we...
103. Investing for a Long Time, Not a Good Time
Investing for a Long Time, Not a Good Time In this episode, Rachelle and Corey use a LOT of metaphors to explore the idea that investing for long-term growth should be boring! This isn’t a game; it’s trying to achieve your goals (like having enough money when...
102. Three Realistic Financial Goals for Every Career Stage
Three Realistic Financial Goals for Every Career Stage In this episode, Rachelle and Corey discuss some basic goals you can tackle at each stage of your career. These goals build on each other over time. This is not designed to be a comprehensive list, but...
101. Housing Arbitrage
What is Housing Arbitrage? Corey and Rachelle dive into the idea of housing arbitrage in the newest episode of Financial Clarity for Doctors. If you bought a home or refinanced it at historically low interest rates, you may be able to work that to your...
100. “Universal” Principles of Money
Episode 100! “Universal” Principles of Money In this special 100th episode of Financial Clarity for Doctors, Rachelle and Corey discuss some principles of money that are worth incorporating into our daily lives. Bottom line – A lot (but not all) of this is...
99. Academic Medicine vs. Private Practice
The Benefits of Private Practice vs Academic/Hospital-Based Jobs In this episode of Financial Clarity for Doctors, Corey and Rachelle weigh the pros and cons of different types of employers. It’s job search time, and while money isn’t everything, it is...
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!...