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PODCAST

Financial Clarity for Doctors

Corey Janoff and Rachelle Vanderzanden of Finity Group discuss pertinent financial planning topics affecting doctors and other medical professionals.

business investing

All Episodes

44:27

Are Rental Properties Right for You?

Financial Clarity for Doctors ·

2024/04/29

In this episode of Financial Clarity for Doctors, Corey and Rachelle tackle a question they get from a lot of clients – “Is it a good idea to get into rental properties?” As with everything in financial planning, the answer is, “It depends!” There are a few questions you can ask yourself to help you decide.When you are thinking about getting into rental properties, ask yourself: Am I okay with the additional risk? Likely taking on debt you will have to pay yourself if you can’t rent out your

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40:14

Is Insurance a Scam?

Financial Clarity for Doctors ·

2024/04/15

Many people avoid insurance because they believe it is a waste of money, or worst case, a big scam. In this episode of Financial Clarity for Doctors Rachelle and Corey talk about some of the reasons you may need insurance, and others most people can avoid.First ask yourself: If this happened, would it be financially devastating to me or my family? If so, insurance is at least worth exploring. You pay an outside company to share a risk with you. Simple as that. Their goal is to make money. This

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50:18

Our Personal Financial Strategies Unveiled

Financial Clarity for Doctors ·

2024/04/01

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

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36:11

Some Things Never Change

Financial Clarity for Doctors ·

2024/03/18

We often focus in life (and in this podcast) on the things that are constantly evolving. In this episode of Financial Clarity for Doctors, Corey and Rachelle discuss some of the constants in finances – the things you can anticipate AND address.Some constants include: How much you save matters. The easier and more automated things are, the more you can do them consistently. Be prepared for the lazier aspects of the human personality! Discomfort can be a great tool for learning and

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40:35

What if I Mess Up?

Financial Clarity for Doctors ·

2024/03/04

In today’s episode, Rachelle and Corey talk about some of the scarier aspects of financial planning. As we approach tax filing, retirement savings, and investing, there is often the nagging worry in the back of our minds. We don’t want to mess up and get in trouble or derail our financial plan. With potential errors, there are often ways to avoid pitfalls and even make corrections when needed.A few examples of potential missteps: Taxes! Everyone is worried about this right now because it’s that

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35:12

Room for Error

Financial Clarity for Doctors ·

2024/02/19

In this episode, Corey and Rachelle discuss a few ways you can leave room for error in your financial plan. Nothing goes perfectly! Buffers in various aspects of your financial life can go a long way toward helping you achieve your goals.“Room for Error” can mean a lot of different things: Extra cash on hand! This may seem inefficient, but even some hugely successful companies do this. When Bill Gates headed up Microsoft, they kept enough cash on hand to keep the company afloat for a year without

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38:34

Not Your Parents Financial Plan

Financial Clarity for Doctors ·

2024/02/05

Most people get a little advice from their parents once in a while. A lot of times it’s great advice! When it comes to financial advice, sometimes our parents may be advising based on the economic reality they faced, not the one you’re facing. In this episode, Rachelle and Corey address some of the changes over time that have made financial planning different for our generation, and what may impact future generations. Differences include: Where people save money and how they use credit or debt as

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26:28

What is Direct Indexing?

Financial Clarity for Doctors ·

2024/01/22

Generally, Rachelle and Corey are big fans of keeping things simple on Financial Clarity for Doctors. But in some situations, a little more complicated can be a lot more helpful! For those in higher tax brackets, direct indexing can be a more tax efficient way to invest in the broader market than using mutual funds or ETFs. In this episode of Financial Clarity for Doctors, learn a little more about it. In this episode, learn: How indexes are a measure of the performance of lots of different

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36:10

Reflect on Your Financial Plan in the New Year

Financial Clarity for Doctors ·

2024/01/08

The New Year is a great time to pause and reflect on your goals and values. Your financial plan is a huge part of that! In this episode of Financial Clarity for Doctors, Corey and Rachelle offer some suggestions of things to reflect on and how to use that to adjust. What should you focus on? Worried about anything financially? - Start there! This can be uncomfortable but is likely the most productive use of your time. Reflect on your spending and ask yourself if you’re spending money on the

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45:04

Predictions Sure to Be Wrong

Financial Clarity for Doctors ·

2023/12/25

In this episode of Financial Clarity for Doctors, Rachelle and Corey try to predict the future! We know we’ll be wrong about lots of things, but it’s still fun to try. From predictions about the economy this coming year to thoughts about Taylor Swift and aliens, this episode has a little bit of everything. Prediction highlights include: Will the US economy be in a recession by the end of 2024 or not? Will the housing market finally slow down? What will happen to tax rates over the next few

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32:14

Gifting Thoughtfully This Holiday Season

Financial Clarity for Doctors ·

2023/12/11

For many of us the holidays are joyful, and for others they are stressful (realistically, a combination of both!) – family stuff, cold and flu season, anxiety about gift giving? There is something for everyone! In this episode of Financial Clarity for Doctors, Corey and Rachelle discuss some ways to approach gifting a bit more thoughtfully to reduce your stress around at least one aspect of the holidays. Gifting with family and friends: When giving gifts to family and friends, make sure you

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26:22

Investing During Geopolitical Uncertainty

Financial Clarity for Doctors ·

2023/11/27

The world is constantly in flux, sometimes in ways that are scary or violent. This can sometimes cause us to reassess everything. But it when it comes to your investments, that may not be the best strategy. In this episode of Financial Clarity for Doctors, Corey and Rachelle chat about how to approach investing during times of geopolitical uncertainty. Reviewing your investments: Take a moment to review the reasons you are investing. Is it for retirement in 20 years? A home down payment in two

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31:48

Which Health Insurance is Right for You

Financial Clarity for Doctors ·

2023/11/13

For many folks, it’s open enrollment season! In this episode of Financial Clarity for Doctors, Rachelle and Corey discuss the ins and outs of health insurance and how to decide which one is the best fit for you. Health insurance: Most importantly, make sure you have health insurance! Some plans have a higher deductible and a lower premium. Other plans have a lower deductible and higher premium. When it comes down to it, you want to estimate how much you may pay out of pocket for medical expenses

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33:36

How Does Stock Have Value?

Financial Clarity for Doctors ·

2023/10/30

In this episode of Financial Clarity for Doctors, Rachelle and Corey talk about the hypothetical value of shares of stock. Sometimes financial markets can feel very opaque and mysterious, and that’s for good reason! This is confusing sometimes! But when you buy a share of stock, you are buying something that is backed by tangible goods and services. It’s real, but still very hard to determine its worth. The value of stock is: Driven by the goods and services provided by the company behind it. At

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25:48

Gradual Improvements Go Unnoticed

Financial Clarity for Doctors ·

2023/10/16

Do you feel like you are spinning your wheels with your financial plan? In this episode of Financial Clarity for Doctors, Corey and Rachelle talk about how it can be challenging to see improvement in your finances because those improvements can be slow. When trying to view progress, look over a longer period. And remember, that progress can be very challenging when you are still in training. Change is often gradual: Your physical health doesn’t improve overnight. Medical advances don’t happen

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47:05

Retirement Distribution Strategies

Financial Clarity for Doctors ·

2023/10/02

In this episode of Financial Clarity for Doctors, Rachelle and Corey tackle some strategies for using all your hard-earned money in retirement. This is what a lot of us are working toward, and using your money efficiently in retirement means there may be more of it to use and to leave behind. In this episode learn about: Where to put money that you need immediately, in the medium-term, and in the long-term. Even when you retire, some of your money is still for use decades in the future! Spending

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29:02

Traveling Without Breaking the Bank

Financial Clarity for Doctors ·

2023/09/18

Lots of people value experiences like travel in their lives. With clients, this often makes the top three for short-term goals. In this episode of Financial Clarity for Doctors, Rachelle and Corey walk through some ways to travel without breaking the bank - so you can do the thing you love right now, but also put some resources aside for your future self. Travel tips discussed include: Timing when you go and when you pay! Bringing the kids only when it makes sense. Being selective about where you

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37:13

Building a Custom Home

Financial Clarity for Doctors ·

2023/09/04

In this episode of Financial Clarity for Doctors, Corey and Rachelle walk through the time consuming (and somewhat rewarding!) process of building a custom home. Corey speaks from personal experience and walks through the entire process. Tune in to learn about: All the pros and cons (marital discord and all). The process – from buying the land to deciding which way you want your windows to open. The costs – Surprise! Sometimes it may be less expensive to build your dream rather than buy an existing

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09:09

Blog: College Savings: 529 Plans & Recent Changes

Financial Clarity for Doctors ·

2023/08/30

In this week's blog, we dive into college savings strategies, as well as some recent changes to the rules around 529 college savings plans. Our weekly blog posts that can be found at www.theFinityGroup.com/blog, where you can also sign up for our newsletter to have our weekly blog post delivered directly to your inbox. Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important

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38:05

Taboo Money Topics

Financial Clarity for Doctors ·

2023/08/21

Why is it that people get so nervous and uncomfortable when discussing money? Many of us were taught as children that it is rude to discuss money, but knowledge is power! In this episode of Financial Clarity for Doctors, Corey and Rachelle discuss a few taboo money topics and why money needs to be a part of our everyday discourse. In this episode we walk through the following off-limits topics (and a few more!): Salary – Sometimes this is even specifically prohibited in the workplace, but how else

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