M Advisor Podcast: Financial Clarity for Physicians Podcast Por Paul Morton CFP® arte de portada

M Advisor Podcast: Financial Clarity for Physicians

M Advisor Podcast: Financial Clarity for Physicians

De: Paul Morton CFP®
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Financial Planning for Physicians. Registered Representative: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA-SIPC. Investment Advisor Representative: Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. M Advisor is not an affiliate of Cambridge Investment Research.All rights reserved Economía
Episodios
  • Spring Cleaning - Getting Unstuck in Your Finances

    Spring Cleaning - Getting Unstuck in Your Finances
    Mar 30 2026
    A quick template on how to evaluate and move your finances to the next level. Know where you are: Create a Balance Sheet List your goals and priorities List your procrastinations - this is big Manage how you talk to yourself about money - this is bigger Resources: https://podcasts.apple.com/us/podcast/improve-your-finances-create-a-balance-sheet/id1613405436?i=1000743276123 https://www.m-advisor.com/blog/how-to-create-a-balance-sheet-video
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    11 m
  • Tradtional vs. Roth Retirement Plans

    Tradtional vs. Roth Retirement Plans
    Mar 13 2026
    Roth vs Traditional retirement plan contributions is a great debate and should be considered carefully. There isn't a clear-cut answer that works for everyone, but there are benefits to both Roth and Traditional retirement plan contributions. Here is an article mentioned in this podcast that details a similar topic: https://www.m-advisor.com/blog/retirement-plan-contributions-traditional-vs-roth-updated-for-2026
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    18 m
  • Do This Before Interviewing a Financial Advisor

    Do This Before Interviewing a Financial Advisor
    Feb 27 2026
    Finding the right financial advisor can be one of the most beneficial relationships you can make, as it can bring clarity and confidence to your financial life; however, selecting the wrong advisor can waste years of savings and put you behind on your financial goals. Here are a few tips before interviewing a financial advisor to make sure you find that right one. Be sure to download the checklist with 24 interview questions for a financial advisor, specifically for physicians: m-advisor.com/questions-for-a-financial-advisor
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    11 m
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