Corey Janoff and Rachelle Vanderzanden of Finity Group discuss pertinent financial planning topics affecting doctors and other medical professionals.
Episodes
Monday Oct 11, 2021
Monday Oct 11, 2021
Welcome to another episode of Financial Clarity for Doctors!
We spend a lot of time talking about how to make sure you are in a good position to reach your long-term goals. For most of our clients and listeners, you are in a good position with your career and income trajectory to be able to do that! You’ve worked hard and you will very likely make a good income!
However, we do talk to a lot of folks, especially folks that are still on a resident or fellow salary, that are not in a good spot to work toward those long-term goals. Sometimes, they aren’t even in a good spot to be able to make ends meet from month to month.
Today, we are going to focus on a few strategies to make the day-to-day more doable.
In this episode we will dive deeper into:
- Managing Expenses
- Debt Management
- Spend Less or Make More
- Your Long Term Outlook
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 Sep 27, 2021
Monday Sep 27, 2021
Welcome to another episode of Financial Clarity for Doctors! In todays episode we will discuss arguably the most important factor in achieving your long-term financial goals: how much you save.
The more you save, the sooner you’ll get to where you want to go financially. Basic math. It will also give you more flexibility and cushion.
In this episode we will dive deeper into:
- Client Success Stories
- Living Below Your Means
- Retirement: How Long To Achieve Financial Independence
- Why Savings Rate Can Be More Important Than Rate Of Return & Other Metrics
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 Sep 13, 2021
Monday Sep 13, 2021
Welcome to another episode of Financial Clarity for Doctors. In todays episode we will discuss a topic regarding one of the most common requests we get... Budgeting!
Many people only consider their ability to meet their fixed expenses and that is what we want to avoid. In this episode we will dive deeper into the following:
- Traditional Budgeting
- Backwards Budget
- The Importance of AWARENESS
- Housing
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 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.