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Financial Residency

Sep 18, 2020

We see a lot of mistakes around opening up taxable investment accounts. It's easy to do with new software coming out all the time. Our next FHA submitted by Gavin and Blaire commit this easy-to-do mistake when they have some other priorities they need to get in order first. 

Sep 14, 2020

Most of us aren’t in perfect health but that shouldn’t leave us without one of the most important pieces of a financial plan. With his 30 years of experience in the insurance industry, Larry Keller of Physician Financial Services shares his top 10 common observations when applying for a disability policy with less...

Sep 11, 2020

Sep 7, 2020

Sep 4, 2020

When investing in real estate, the benefits can become ten-fold. Same applies when investing in syndications. Cathy Carroll, MD, CFA, Founding Principal of, Veena Jetti, Founding Principal of VIVE Funds, and I answer the audience's questions about what, why, and when to invest in this episode.

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