Introduction to Financial Planning

In this episode of POMA DOes…, Certified Financial Planners Nicholas Mengel and Kevin Grant of MSMF Wealth Management introduce medical students and physicians to the fundamentals of financial planning. They address key topics and common questions, from investment basics to managing competing priorities. POMA is proud to share this educational content to support personal and professional financial well-being.

Key Takeaways:
• Gain a clear understanding of core investment concepts, including account types, terminology, and strategies.
• Learn about market volatility and how to align your investment approach with both short-term and long-term goals.
• Discover practical tips for prioritizing financial goals, such as building an emergency fund, repaying student loans, and planning for insurance and retirement.

The Pennsylvania Osteopathic Medical Association (POMA) does not directly or indirectly endorse any product or service mentioned in this episode. This content is provided for educational purposes only.

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