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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

32:16

Spend it All

Financial Clarity for Doctors ·

2023/02/20

In this episode, Corey and Rachelle take a little inspiration from Bill Perkins and his book Die with Zero. It’s an interesting concept (but scary to most people). Ultimately, the idea is to use the resources you have while you can enjoy them. In this episode, they will chat about: Thinking of every dollar you leave behind as hours you worked. Strategically planning WHEN to use your money and other resources including time. When you are young and healthy, you are better able to enjoy

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09:51

Blog: 6 Benefits of Being a Locum Tenens Physician

Financial Clarity for Doctors ·

2023/02/08

In this week's blog, we walk through benefits of working locums as a doctor. 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.

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34:22

Secure Act 2.0 - Some Highlights

Financial Clarity for Doctors ·

2023/02/06

In this episode, Corey and Rachelle discuss a few retirement savings and tax law changes. One thing we like to say in planning, is that tax laws change all the time. This is one example of how those changes can affect you and your retirement savings. This was a large part of a huge spending bill, and the below notes are not intended to be comprehensive. There are just a few tidbits we thought our listeners might find interesting. Highlights from the bill: For small business setting up a 401k, you

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10:21

Blog: Retirement Planning for Doctors: How Much Do I...

Financial Clarity for Doctors ·

2023/01/25

In this week's blog, we walk through some ways to estimate how much money a doctor needs to retire. 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.

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29:07

Leaving a Legacy

Financial Clarity for Doctors ·

2023/01/23

In this episode, Corey and Rachelle discuss how to approach leaving money behind, whether that is for family, charitable causes, or the government. Just kidding! The goal is for YOU to be able to direct where your wealth goes, which can include minimizing taxes if possible. What are your goals and your family’s goals for passing on wealth? Make sure to consider what you really want in terms of legacy and estate planning. Passing on wealth is not for everyone! Your goal could be to spend every

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14:46

Blog: 23 Financial Goals for 2023

Financial Clarity for Doctors ·

2023/01/16

In this week's blog, we list 23 financial goals you can shoot for in 2023. Don't worry about accomplishing them all! Pick several to commit to and go from there! 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.

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24:30

Save Taxes With a Cash Balance Plan

Financial Clarity for Doctors ·

2023/01/09

In this episode, Corey and Rachelle breakdown cash balance retirement plans. What are they and are they a good fit for you? What the heck is a cash balance plan? • Another pre-tax retirement plan, meaning you do not pay taxes on the money you deposit now, but you do pay taxes on withdrawals in the future. • Many pre-tax retirement plans are defined contribution plans (401k, IRA, SEP) meaning that there is a specific contribution amount. • Cash balance plans are different because the goal is to

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55:22

Lessons from a Retired Surgeon

Financial Clarity for Doctors ·

2022/12/26

This episode is an extra special one where Corey interviews his dad, Dr. Kenneth Janoff, a retired surgeon about his career in medicine and achieving financial independence. He shares stories from growing up in New Jersey, going to medical school at Temple University, what it was like transitioning from med school in North Philly to residency in Portland, OR in the late 70’s. He shares his experience starting his own practice straight out of fellowship and successfully running that practice for

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14:07

Blog: 5 Steps to Achieving Financial Independence

Financial Clarity for Doctors ·

2022/12/14

In this week's blog, we list five important actions to take in order to become financially independent one day. 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.

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30:15

Investing When Markets Are Down

Financial Clarity for Doctors ·

2022/12/12

How to Approach Investing When Markets Are Down In this episode, Corey and Rachelle take a slightly different approach to talking about the stock market this year. There have been many ups and downs over 2022, but as investors, how do we deal with that volatility? What should we do differently, if anything? In some situations, doing nothing is the best option: First, unless you have a specific reason to do so, now is not the time to exit the stock market. Selling investments when they are down

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11:58

Blog: The Power of Compound Interest

Financial Clarity for Doctors ·

2022/12/07

In this week's blog, we discuss the power of compound interest, how it can benefit you if you get it working in your favor, and how it can potentially hurt you if you get on the wrong side of it. 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.

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09:50

Blog: How to Start an IRA

Financial Clarity for Doctors ·

2022/12/05

In this week's blog, we discuss what an IRA is, benefits of using one for retirement savings, and how to set one up. 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.

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28:42

Adjusting to Rising Interest Rates

Financial Clarity for Doctors ·

2022/11/28

If you watch the news or have tried to borrow money any time recently, you know interest rates have increased A LOT this year. New mortgages 30-year fixed mortgages are averaging more than 7%. Drastically different from the 2.5-3.5% you could get during covid. In this episode, Corey and Rachelle ask, “what should we do differently?” It’s not all bad news! High-interest savings accounts have variable interest rates. If you don’t have one yet, you can set one up and likely get a 3% annual yield or

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07:01

Blog: Should I Get Disability Insurance as a Resident?

Financial Clarity for Doctors ·

2022/11/17

In this week's blog, we discuss the pros and cons of securing disability insurance as a resident or fellow. 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.

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28:58

Long-Term Care: What It Is and Do You Need It

Financial Clarity for Doctors ·

2022/11/14

Once in a while, we have to “eat our vegetables” and talk about insurances. In this episode, Corey and Rachelle tackle long-term care insurance in recognition of long-term care insurance awareness month. Insurance conversations almost always revolve around things we would rather not think about, and this is no different. But most of us will have to deal with aging, and a lot of us will have to deal with the increased costs that can come along with that. Ignoring it won’t help! So, what is

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09:12

Blog: How to Invest in a Bear Market

Financial Clarity for Doctors ·

2022/11/10

In this week's blog, we discuss strategies for investing when the market is down in value. 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.

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10:09

Blog: What is the Purpose of Tax-Deferred Retirement...

Financial Clarity for Doctors ·

2022/11/03

This week's blog post dives into the purpose and benefits of tax-deferred retirement accounts and how they can be utilized in your retirement savings strategy. 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.

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45:49

Financial Prep When You Are Expecting

Financial Clarity for Doctors ·

2022/10/31

A few weeks ago Corey and Rachelle tackled teaching kids about money on Financial Clarity for Doctors. This week they dive into a few financial preparations that you can take on as a household when you are expecting. If this is you – get ready for some big changes! A financial checklist for when you’re expecting: Review your insurances. Do you have enough disability insurance to fully-protect your income? Do you have enough life insurance? Protect earnings, but also economic value brought into the

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09:36

Blog: How Much Does Disability Insurance Cost

Financial Clarity for Doctors ·

2022/10/19

This week's blog post dives into the factors that impact the cost of disability insurance. 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.

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33:49

Anatomy of This Bear Market

Financial Clarity for Doctors ·

2022/10/17

In this episode of Financial Clarity for Doctors, Corey and Rachelle chat about the whirlwind year we have had in the stock market so far. It’s easy to look back and explain stock market movement in hindsight, but much harder to predict in advance. But sometimes understanding the “why”, can help you avoid making poor choices – like selling when your portfolio is down 25%. Listen for a little bit of context. Why is the stock market down? Why is the stock market down? The dynamic duo – inflation

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