64. A Journey To Find My Financial Advisor Design Your Physician Life podcast

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In the Dark, hosted by Madeleine Baran, is an award-winning investigative-journalism podcast that started in 2016. Its first season looked at the mysterious abduction of Jacob Wetterling in rural Minnesota and the lack of accountability that sheriffs face when they fail to solve cases. Season 2 examined the case of Curtis Flowers, who was tried six times for the same crime. In 2020, In the Dark released a special report on the coronavirus pandemic in the Mississippi Delta. In 2023, In the Da ...

64. A Journey To Find My Financial Advisor

Chapters

1. Intro (00:00:00)

2. Topic Introduction (00:00:44)

3. Financial Literacy (00:01:28)

4. My Family Background (00:01:46)

5. Medical School & Money (00:03:35)

6. Introduction to Financial Advisors (00:04:36)

7. Experiences with the Financial Advisor (00:05:48)

8. A Frustrating Process (00:08:37)

9. More Money and another Advisor (00:09:54)

10. A Major Awakening (00:11:41)

11. Finally, a Fiduciary! (00:12:45)

12. Gaining Financial Literacy (00:14:29)

13. The Fiduciary Process... and Mindset (00:15:26)

14. Developing a Vision First (00:17:09)

15. So, who are these Fiduciaries? (00:17:39)

16. How do they work... for you? (00:18:28)

17. More on Our Fiduciary Experience (00:20:15)

18. Budgeting (00:21:06)

19. Getting Ahead in Our Finances (00:22:27)

20. How do you find a Fiduciary? (00:23:35)

21. Some Key Questions for Fiduciaries (00:24:57)

22. Experience Working with Physicians (00:27:21)

23. The Financial Buckets (00:27:58)

24. Getting References & Testimonials (00:29:26)

25. Is your Fiduciary engaged in education? (00:30:01)

26. Set Clear Expectations (00:30:54)

27. Finances are a Family Affair (00:31:40)

28. Risk Management Approach (00:33:00)

29. How is Success Measured? (00:34:08)

30. Get Help from the Experts (00:34:48)

31. Final Thoughts (00:36:10)

32. Contact Info (00:36:56)

33. Outro (00:37:13)

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