Our Personal Financial Strategies Unveiled

In this episode, peek behind the curtain of Corey and Rachelle’s personal financial plans.  In social situations, it can be uncomfortable to pick your friend’s brains about how they approach financial planning, but on Financial Planning Basics for Doctors, we are an open book.  Here, and probably in our personal lives more than we should be!

Rachelle and Corey will chat about how they approach:

• Emergency reserves
• Spending and cash flow planning
• Debt management
  • Do they pay extra on their mortgages???
• Insurances
• College savings
• Retirement savings and investing
• Tax planning
• Estate planning
  • Hint: They struggle to be on top of this just like everyone else!

 

The bottom line is that we practice what we preach.  Savings, insurances, and proper debt management are important!  We also want to make sure that our plans reflect our values.

For more financial planning tips from Corey and Rachelle, find them on social media!
LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.