『M Advisor Podcast: Financial Clarity for Physicians』のカバーアート

M Advisor Podcast: Financial Clarity for Physicians

M Advisor Podcast: Financial Clarity for Physicians

著者： 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 経済学
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  • What is success?

    What is success?
    2025/09/15
    So I was reading "Start with Why" by Simon Sinek, and there's a moment in the book where Simon gets to attend a conference with select business leaders, and the conference began with these two questions: "Raise your hand if you have reached many or all of your financial goals." "And Raise your hand if you feel successful." (and many of the hands went down). I wondered how this would apply to physicians. Many of us see physicians as being successful just by being a physician, but I wonder how many physicians, whether they have achieved a number of financial goals or metrics, actually feel successful.
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    9 分
  • We Have Two Lives...

    We Have Two Lives...
    2025/08/29
    I ran across a thoughtful quote credited to Confucius, and it made me think about it from several different angles. The quote is this: "We have two lives, and the second begins when we realize we only have one." This podcast examines this quote from a financial planning perspective and a bit beyond. Enjoy this episode, and maybe you can examine it from different angles in your own life, too!
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    8 分
  • The Black Hole of Disability Insurance

    The Black Hole of Disability Insurance
    2025/08/15
    For most physicians, purchasing disability insurance is an easy decision; however, there is one investment that disability insurance companies do not support. Wait, do your investments and disability insurance policies coincide? To some degree, yes. Here I give an example and explore a potential blind spot in doctor's income protection: unearned income.
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    10 分
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