financial planning Archives - The Scope of Practice

Anjali Jariwala, Founder of FIT Advisors, on taxes

Written by Brent Lacey on January 18, 2021. Posted in Early Career and Young Professionals, Personal Finance, Podcast, Podcast Episodes.

Podcast Episode 40 – How to Maximize Your Tax Savings in 2021 – Anjali Jariwala, CEO of FIT Advisors

Episode 40 – Death and taxes are the only two certainties in life, so they say. In this episode, we’re talking...

dentist, financial planning, investing, investment, personal finance, physician, tax, taxes, wealth

Written by Brent Lacey on December 6, 2020. Posted in Personal Finance, Podcast, Podcast Episodes, The Sunday Special.

Sunday Special 07 – “How I Paid Off $100,000 in Debt in Just 2 Years!” with Dr. Holden Graves

Sunday Special 07 – Sometimes our greatest accomplishments come without accolades or fanfare. Sometimes it’s as...

debt, dentist, faith, financial planning, jesus, personal finance, physician, sunday

Written by Brent Lacey on November 1, 2020. Posted in Personal Finance, Podcast, Podcast Episodes, The Sunday Special.

Sunday Special 06 – “How to Become Debt-Free and Live the Life You Deserve” with Dr. Jeff Anzalone

Sunday Special 06 – If you’re drowning in debt, unsure if you’re going to have enough money saved for...

debt, dentist, faith, financial planning, jesus, personal finance, physician, sunday

Life Insurance with Dr. Stephanie Pearson

Written by Brent Lacey on September 7, 2020. Posted in Early Career and Young Professionals, Personal Finance, Podcast, Podcast Episodes, Women in Medicine.

Podcast Episode 21 – “How to Buy Life Insurance Without Losing Your Money or Your Sanity” with Dr. Stephanie Pearson

Episode 21 – Have you ever wondered if you had the right kind of life insurance coverage? How about the right...

business, dentist, financial planning, insurance, life insurance, personal finance, physician

Written by Brent Lacey on July 18, 2020. Posted in Early Career and Young Professionals, Personal Finance, Podcast, Podcast Episodes.

Podcast Episode 14 – “Everything You Need to Know to Crush Your Student Loans ” with Travis Hornsby

Episode 14 – Students loans are wrecking financial plans of physicians around the country, and no one is coming...

budget, business, career, dentist, financial goal, financial independence, financial planning, net worth, personal finance, physician, student loans

Written by Brent Lacey on June 21, 2020. Posted in Personal Finance, Podcast, Podcast Episodes.

Podcast Episode 10 – “How I Teach My Kids and My Students to Be Masters of Personal Finance” with Dr. Jason Mizell

Episode 10 – We all want our children to have a better life than we had. If we can help them not make the same...

budget, dentist, financial goal, financial independence, financial planning, net worth, personal finance, physician

Written by Brent Lacey on June 21, 2020. Posted in Personal Finance.

Everything is Awesome! 5 Important Personal Finance Lessons I Teach My Kids Based on LEGO

Did you know that the plural of LEGO is LEGO, not LEGOS? It’s like “deer” or “moose,” where...

budget, dentist, financial goal, financial independence, financial planning, personal finance, physician

Written by Brent Lacey on June 15, 2020. Posted in Early Career and Young Professionals, Personal Finance.

10 Important Things All Physicians Should Know About Disability Insurance

Have you ever thought about what would happen to your income if you became completely disabled? Statistically,...

dentist, financial goal, financial independence, financial planning, insurance, net worth, personal finance, physician

Written by Brent Lacey on June 15, 2020. Posted in Personal Finance, Podcast, Podcast Episodes.

Podcast Episode 09 – “Disability Insurance Made Simple” with Matt Wiggins

Episode 09 – Disability insurance is a critical piece of your overall financial plan. If you don’t have...

budget, dentist, financial goal, financial independence, financial planning, insurance, net worth, personal finance, physician

Tag: financial planning