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Financial Residency

Jan 23, 2018

Today’s show is another curbside consult but with a twist. Instead of hearing listener questions, you will be hearing some of the questions asked in the latest panel discussion that I was invited to be on.

I was honored to be an expert panelist for the NEJM Financial Planning 101 series. There were so many great questions that I decided to have today’s show highlighting 9 of the questions asked in the discussion.

1. Is it prudent to pay on student loan debt conservatively or begin aggressively contributing to retirement?

2. Do residents need life insurance? How does one buy life insurance?

3. After maxing out a Roth IRA and employer-sponsored 401k/403b, what are the next most beneficial tax efficient ways to save/invest money?

... and more. 

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