Artwork

المحتوى المقدم من Andrew Wilner, MD, Andrew Wilner, and MD. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Andrew Wilner, MD, Andrew Wilner, and MD أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.
Player FM - تطبيق بودكاست
انتقل إلى وضع عدم الاتصال باستخدام تطبيق Player FM !

Wealth Management for Physicians: An interview with Bill Martin, CFA

32:37
 
مشاركة
 

Manage episode 396670561 series 2853844
المحتوى المقدم من Andrew Wilner, MD, Andrew Wilner, and MD. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Andrew Wilner, MD, Andrew Wilner, and MD أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Dr. Wilner would love your feedback! Click here to send a text! Thanks!

Thanks for joining me on "The Art of Medicine with Dr. Andrew Wilner." My special guest today is Bill Martin, CFA, Chief Wealth Officer at Earned Wealth.

During this 30-minute program, we discuss the unique and sometimes challenging financial situation of physicians. For example, although doctors may be relatively high earners, because of lengthy postgraduate training programs that can last up to 7 years after medical school, doctors may not start earning high salaries until much later than their nonphysician peers. In addition, they are often saddled with enormous college and medical school debt.

Bill explains his approach to helping physicians optimize their investments and savings to ultimately achieve “financial wellness.” He contrasts wealth managers who operate as “fiduciaries” versus “brokers.” He also defines the designations “CFP” and “CFA.”

Bill is the author of “The Smart Financial Advisor,” which offers tips to his colleagues about employing financial technology and goals-based investing.

Bill explained that Earned Wealth offers several tiers of service. The first one is a free financial planning app, available at your app store. On Apple, it’s easy to find with a large green “E” at “Earned.” The next tier is an in-depth financial overview available for a one-time fee. If applicable, Earned Wealth offers a number of ongoing financial services for physicians who choose to become regular clients.

I think you’ll enjoy listening to Bill explain a little bit about financial services and how they may apply to your situation.

You can contact Bill through Earned Wealth:

http://www.earnedwealth.com

For our listeners, Earned Wealth is offering $500 towards your Wealth Diagnostic with code ArtOfMed. The Wealth Diagnostic is a deep check-up on your finances, billed on a flat fee. Learn more here:

Please click "Fanmail" and share your feedback!
If you enjoy an episode, please share with friends and colleagues. "The Art of Medicine with Dr. Andrew Wilner" is now available on Alexa! Just say, "Play podcast The Art of Medicine with Dr. Andrew Wilner!"
To never miss a program, subscribe at www.andrewwilner.com. You'll learn about new episodes and other interesting programs I host on Medscape.com, ReachMD.com, and RadioMD.com.
Please rate and review each episode.
To contact Dr. Wilner or to join the mailing list: www.andrewwilner.com
To support this program: https://www.patreon.com/andrewwilner
Finally, this production has been made possible in part by support from “The Art of Medicine's” wonderful sponsor, Locumstory.com, a resource where providers can get real, unbiased answers about locum tenens. If you are interested in locum tenens, or considering a new full-time position, please go to Locumstory.com.
Or paste this link into your browser:

...

  continue reading

120 حلقات

Artwork
iconمشاركة
 
Manage episode 396670561 series 2853844
المحتوى المقدم من Andrew Wilner, MD, Andrew Wilner, and MD. يتم تحميل جميع محتويات البودكاست بما في ذلك الحلقات والرسومات وأوصاف البودكاست وتقديمها مباشرة بواسطة Andrew Wilner, MD, Andrew Wilner, and MD أو شريك منصة البودكاست الخاص بهم. إذا كنت تعتقد أن شخصًا ما يستخدم عملك المحمي بحقوق الطبع والنشر دون إذنك، فيمكنك اتباع العملية الموضحة هنا https://ar.player.fm/legal.

Dr. Wilner would love your feedback! Click here to send a text! Thanks!

Thanks for joining me on "The Art of Medicine with Dr. Andrew Wilner." My special guest today is Bill Martin, CFA, Chief Wealth Officer at Earned Wealth.

During this 30-minute program, we discuss the unique and sometimes challenging financial situation of physicians. For example, although doctors may be relatively high earners, because of lengthy postgraduate training programs that can last up to 7 years after medical school, doctors may not start earning high salaries until much later than their nonphysician peers. In addition, they are often saddled with enormous college and medical school debt.

Bill explains his approach to helping physicians optimize their investments and savings to ultimately achieve “financial wellness.” He contrasts wealth managers who operate as “fiduciaries” versus “brokers.” He also defines the designations “CFP” and “CFA.”

Bill is the author of “The Smart Financial Advisor,” which offers tips to his colleagues about employing financial technology and goals-based investing.

Bill explained that Earned Wealth offers several tiers of service. The first one is a free financial planning app, available at your app store. On Apple, it’s easy to find with a large green “E” at “Earned.” The next tier is an in-depth financial overview available for a one-time fee. If applicable, Earned Wealth offers a number of ongoing financial services for physicians who choose to become regular clients.

I think you’ll enjoy listening to Bill explain a little bit about financial services and how they may apply to your situation.

You can contact Bill through Earned Wealth:

http://www.earnedwealth.com

For our listeners, Earned Wealth is offering $500 towards your Wealth Diagnostic with code ArtOfMed. The Wealth Diagnostic is a deep check-up on your finances, billed on a flat fee. Learn more here:

Please click "Fanmail" and share your feedback!
If you enjoy an episode, please share with friends and colleagues. "The Art of Medicine with Dr. Andrew Wilner" is now available on Alexa! Just say, "Play podcast The Art of Medicine with Dr. Andrew Wilner!"
To never miss a program, subscribe at www.andrewwilner.com. You'll learn about new episodes and other interesting programs I host on Medscape.com, ReachMD.com, and RadioMD.com.
Please rate and review each episode.
To contact Dr. Wilner or to join the mailing list: www.andrewwilner.com
To support this program: https://www.patreon.com/andrewwilner
Finally, this production has been made possible in part by support from “The Art of Medicine's” wonderful sponsor, Locumstory.com, a resource where providers can get real, unbiased answers about locum tenens. If you are interested in locum tenens, or considering a new full-time position, please go to Locumstory.com.
Or paste this link into your browser:

...

  continue reading

120 حلقات

ทุกตอน

×
 
Loading …

مرحبًا بك في مشغل أف ام!

يقوم برنامج مشغل أف أم بمسح الويب للحصول على بودكاست عالية الجودة لتستمتع بها الآن. إنه أفضل تطبيق بودكاست ويعمل على أجهزة اندرويد والأيفون والويب. قم بالتسجيل لمزامنة الاشتراكات عبر الأجهزة.

 

دليل مرجعي سريع