Corey Janoff and Rachelle Vanderzanden of Finity Group discuss pertinent financial planning topics affecting doctors and other medical professionals.
Episodes
Monday Aug 30, 2021
Monday Aug 30, 2021
Welcome to another episode of Financial Clarity for Doctors. In today's episode we want to talk about investing. Specifically, investing towards your specific financial goals.
What would most people say if you asked them, "Why are you invested the way you are?"
We also discuss:
- Risk Return Objectives
- Time Horizons
- Liquidity Needs
- Income VS Growth
- ESG Investing
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
Follow Finity Group On Social Media!
APPLE PODCASTS
Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.
Monday Aug 16, 2021
Monday Aug 16, 2021
In today's episode we talk about the difference between having a financial plan and engaging in financial planning.
In this episode we discuss:
- Initial steps in building a financial plan
- Understanding the different variables that can change over time
- What does engaging in financial planning look like?
- Being proactive instead of reactive
Thank you so much for listening to this episode of Financial Clarity for Doctors podcast! A financial planning podcast for physicians and other medical professionals.
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
Follow Finity Group On Social Media!
APPLE PODCASTS
Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.
Monday Aug 02, 2021
Monday Aug 02, 2021
A few episodes ago we talked about big things mattering more than little things. In this episode we will talk about how little things matter, too. Not in the sense that a single Starbucks coffee will impact your life – far from it. Rather, how small micro-actions compounded over time can create big results.
There are parallels between the principals to achieving physical fitness and financial fitness. We utilize this analogy in depth to further explore how small actions add up over time.
We also explore this principal in the context of:
- Savings
- Debt
- Retirement
- Charitable Giving
- Reading
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
Follow Finity Group On Social Media!
Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.
Monday Jul 19, 2021
Monday Jul 19, 2021
In today's episode we have a special guest coming all the way from Australia, Aussie Doc Freedom!
In this episode we discuss:
- What female investors do well that we can all learn from
- How we can make financial literacy more approachable
- Female role models in investing
- Tips for younger investors
Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group.
For more financial planning tips from Corey and Rachelle, find them on
LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
Find our guest Aussie Doc Freedom: https://aussiedocfreedom.com/
Follow Finity Group On Social Media!
Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.
Monday Jul 05, 2021
Monday Jul 05, 2021
In today's episode we dive into the latest MGMA Physician income data!
In this episode we discuss:
- What specialties make the most
- Geographic Data
- How to utilize this data for yourself
Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group.
For more financial planning tips from Corey and Rachelle, find them on
LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
Follow Finity Group On Social Media!
Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.
Monday Jun 21, 2021
Monday Jun 21, 2021
In today's episode we speak with the Founding Partners of Quantor Capital; Julio Cacho, PH.D. and Juan Carlos Herrera.
In this episode we discuss:
Why do many people make bad investment decisions?
- How can investors that are early in their careers obtain the best outcome for themselves?
- What is the efficient market hypothesis?
- Is there a scientific way to invest?
- What are some of the pros and cons of private vs public investments? Private equity vs public equity etc.
Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group.
For more financial planning tips from Corey and Rachelle, find them on
LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
Follow Finity Group On Social Media!
Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.
Monday Jun 07, 2021
Monday Jun 07, 2021
Welcome to another episode of the Financial Clarity for Doctors Podcast. Being that this is the 50th episode of the podcast, we decided to something special.
In this episode we break down 50 of our all-time favorite pieces of financial wisdom. Our list is graced by everyone from Warren Buffett to Maya Angelou & Robert Kiyosaki.
Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group.
For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
https://www.instagram.com/finitygroup
https://www.facebook.com/FinityGroup/
https://twitter.com/FinityGroup
https://www.linkedin.com/company/finity-group-llc
Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.
Monday May 24, 2021
Monday May 24, 2021
We have a lot of different listeners. Some folks want to learn about tax-loss harvesting, and others would really like to know what the heck a brokerage account is. In this episode, we wanted to go back to basics for all our listeners that want a solid introduction to investing.
In this episode we’re going to spend time talking about the different accounts you can invest in, and what the investments look like inside those accounts. Don’t make the mistake of thinking they are the same thing! The account is merely a shell that tells the IRS how to tax what’s inside. For example, a Roth IRA is not automatically an investment.
In this episode you will learn:
- Different Account Types and their corresponding tax treatment
- What is inside these accounts
- Maxing Out Tax favorable Accounts
- Investment Goals to Consider
- The Different forms of diversification
Visit https://thefinitygroup.com/podcast for more information on the show. You can also email the show at podcast@theFinityGroup.com.
For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
Monday May 10, 2021
Monday May 10, 2021
People tend to focus too much on the little things, such as how much they spend on coffee, or what their portfolio returned last quarter. In reality, the little things don't matter much when it comes to achieving financial goals. It's the big things you should be paying attention to:
- Housing
- Student loans
- Cars
- Travel
- Childcare/schooling expenses
- Saving enough for retirement
Do you have a strategy to achieve your goals? It likely doesn't matter if you pick the ABC or XYZ large-cap mutual fund in your 401k. Max out your 401k and save enough elsewhere so getting the best possible returns doesn't matter.
Visit https://thefinitygroup.com/podcast for more information on the show. You can also email the show at podcast@theFinityGroup.com.
For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
Monday Apr 26, 2021
Monday Apr 26, 2021
Welcome to another episode of the Financial Clarity for Doctors Podcast. The housing market is going crazy right now and it’s great topic given the time of year.
We are getting closer to summer and the change of academic calendar. Graduating med students are going into residency, residents moving on to fellowship, as others are starting attending jobs in a new cities.
In this episode we will discuss the pros and cons of buying vs renting and the ideal scenarios for both.
Thanks again to the Financial Clarity Blog, our amazing clients, and the whole team at The Finity Group.
For more financial planning tips from Corey and Rachelle, find them on LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance
Follow The Finity Group as well:
Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.