Today, Nick and Fei sit back down with Michael Foley to talk about employee benefits for physicians. What exactly is a 457? What are HSAs and FSAs, and how are they different? Michael answers all our questions.
Michael is an investment advisor representative of Cetera Advisor Networks, LLC. Securities offered through Cetera Advisor Networks LLC, member FINR ... Show More
May 2024
MtoM #172: Family Doc Gets $500,000 Into Retirement and Finance 101: When You are Most Likely to Retire and Why
<p>Today we are talking with a family doc who has hit a big net worth milestone. He has been paying down debt all while building wealth totally half a million dollars. He tells us that he has been saving aggressively and accomplishing his financial goals, but still finding a bala ... Show More
20m 15s
Aug 2025
Smarter Strategies for Retirement, Wealth Building, and Taxes with Michael Kitces
#243: Discover smarter strategies to grow your wealth and create financial flexibility. We dive into when it makes sense to invest beyond retirement accounts, how to access savings early through Roth conversions and 72(t) distributions, ways to reduce taxes with HSAs, tax-advanta ... Show More
59m 15s
Jun 2023
Talk Your Book: Advisor Best Practices
On today's show, Michael and Ben are joined by Chris Shuba, founder and CEO of Helios to discuss: ETFs vs. direct indexing, why differentiation matters for advisors, utilizing content to drive business, where the wealth management business goes from here, and much more!
Find c ... Show More
39m 4s
Sep 2022
WCI #279: Roth Options and Questions
<p>This episode we dive deep into all things Roth. We give a general review of what Roth is and then answer your questions about the backdoor Roth, different Roth accounts, when the backdoor process won't work, why we hate simple IRAs and more. We also discuss why so many docs ar ... Show More
1h 1m
May 2023
HDFC Investverse | Financial Wellness with a Wellness Entrepreneur
In the finale of the Investverse Podcast, an investor education initiative by HDFC MF, we will delve into the connection between emotional wellness and financial wellness with Chetna Chakravarthy, a wellness entrepreneur, life coach, and health practitioner, as well as the host o ... Show More
8m 19s