Brown Emergency Medicine Residency
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In this episode, host Kristina McAteer, MD, invites Dan Forbes, CEO of Forbes Financial, to explore the intricacies of retirement planning centered around the Roth IRA. They highlight its gold standard status due to the absence of minimum distr
Part 2 of Katherine Vesness and Dr. Kristina McAteer's discussion on how to make credit cards work for you, what types of cards are valuable and why, along with how credit scores are calculated. Key tips on how your credit score is compiled an
The credit card: a helpful, useful, sometimes essential, occasionally financially devastating tool that occupies a major place in many families financial picture. This month we take a hard look in part one of our two part series on the credit c
We could name this one “Things I Wish I Knew Before” but it is the beginning of summer and positivity is the word!! Of course, knowing it all ahead of time is generally not in the cards for a graduating resident but we are here to help you char
Here comes the the big three... Inflation – too many dollars chasing too few goods. We also have an abundance of college educated workers but too few in blue collar trades so prices are increasing. Doctors are in the cross hairs of the propose
It has been said that the average taxpayer shouldn't be embarrassed about not fully understanding taxes. Quite frankly, who really does? Earned Income Tax Credit, multiple exemptions, filing deadlines ~ head scratchers for most, but we are here
This month we tackle the topic of inflation, the elephant in the room in any discussion on what your money can do for you long term. What is inflation? It's an economics term that means you have to spend more to fill your gas tank, buy a gallon
We close out 2020 with a close look at the one of the more difficult segments of the retirement journey; those years leading up to end of the voyage. It is the final few miles that contain the unseen hazards that lurk just below the waterline,
Happy Thanksgiving everyone…we are back with the latest installment of Money Minutes for Doctors: Retirement Basics. This month we talk about what to expect upon retirement and the necessary planning that is essential to sailing off into the su
Happy Thanksgiving everyone…we are back with the latest installment of Money Minutes for Doctors: Retirement Basics. This month we talk about what to expect upon retirement and the necessary planning that is essential to sailing off into the su
We are back with the third installment of our discussion of side gigs. The planning is over, the course is plotted, and you have finally pointed your vessel toward the horizon ~ adventure is finally yours! This is where sound tactical and strat
“I wish to have no connection with any ship that does not sail fast; for I intend to go in harm's way.” ~ John Paul Jones, 1778 Last month we talked about the unique opportunities and benefits of the side gig with Ms. Katherine Vessenes, JD, CF
The human devastation of COVID-19 is without peer…but the economic effects are not close behind. In this episode we discuss how the novel Coronavirus has altered the world’s financial landscape and how to survive the veritable hurricane that is
Dr. Kate Moretti has started a project to collect stories of healthcare workers and human moments in the midst of the COVID 19 pandemic. If you have a story to contribute, email us here: Behind The Mask: Human Moments in the Era of COVID
And now for a dreadful subject that ~ at best ~ was glossed over during your university years: Student Debt. Ah yes…the one topic that was not in the shiny brochure you picked up at the college fair. “But”, you say, “I am a doctor! This should
LOCATION, LOCATION, LOCATION…that’s it, right?? Turns out ~ not quite!! This month’s edition of MMFD takes a hard look into the ins and outs of one of the largest purchases a person or family ever have to make…buying a home. It is not as easy a
Dr. Jessie Werner interviews Dr. Jessica Mason about her career in medical education podcasting.
Welcome back to our monthly financial podcast! In this episode we jump back into contracts with part two of one of the most important topics for a physician coming out of residency. As usual, our talk is with Ms. Katherine Vessenes, JD, CFP®, R
Discussion of the employment contract for physicians.
Welcome to the 9th installment of our monthly podcast dedicated to financial education and wellness, Money Minutes for Doctors. This month we sit down with Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors, t
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