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40. Protecting Short Term Needs with Tyler Olson

On this week’s Financial Clarity for Doctors Hosts, Corey and Rachelle have on special guest, Tyler Olson. Tyler Olson is a Financial Advisor with Olson Consulting, LLC and is well known on Twitter at @OlsonPlanner, where you can find him tweeting about all...

39. 2021 Predictions

Welcome, 2021!! On this week’s episode of Financial Clarity for Doctors host, Corey and Rachelle start the year off with their predictions for the new year and help you with the tools to best structure your finances to handle unexpected events.   2021 Predictions ...

38. Education Planning and College Savings 101

On this episode of Financial Clarity for Doctors, hosts Rachelle and Corey walk through college savings and education planning. We know the cost of college has been rising, and it can be expensive to send kids to school. The decision for how to pay for school is one...

29. Tax Loss Harvesting

This week on the podcast, Corey and Rachelle dive deep into Tax Loss Harvesting with our special guest and Chartered Financial Analyst (CFA®), Zach Kill of Finity Group LLC.  In a perfect world, our investments only appreciate in value and we happily pay taxes on our...

28. We Have Met the Enemy and It is Us!

Ep. 27 How Much House Can a Doctor Afford? You’ve most likely heard of behavioral economics and are familiar with some of the leading theorists, Richard Thaler, Amos Tversky, or Daniel Kahneman, and so on. You may even be able to talk about a few of the main...