The Savvy Doc Podcast

Do you have stock options that have grown to be a large position of your portfolio? Are you consolodated in a few investments?
In this episode of Steve's Stock Stories, Steve Wolff and Greg Carroll, CFP® discuss a couple examples of concentration risk and some misconceptions about this type of riskl. Within 15 minutes, learn about what concentration risk is, how it can occur, and how diversification may minimize some of this risk.

Schedule a Discovery Call

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GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING ON BREAD AND WATER

Here’s an amazing book you can read in a couple hours to start taking control of your money without living on bread and water

Claim your free book, “The 9 Money Mistakes” Doctors Make” and quickly discover how to get smart control of your money and your life. 

Click Here to receive your copy. 

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FREE Webinar: How Doctors Can Reduce Their Taxes

Get your free webinar: Click Here

The Savvy Doc Financial Planners portfolio managers, advisors and Certified Financial Planners^TM gather to discuss their take on current market conditions as of March 9, 2022. How can market volatility affect your investment portfolio? Once you consider the war, supply chain issues and rising inflation there can be a large shift in focus. They further discuss economic indicators and technical indicators.

We realize there may be more questions than answers right now regarding your personal investments and how exposed you are to the market. For peace of mind, to confirm you are on the right track to financial freedom, schedule a discovery call: Click Here

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GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING LIKE A RESIDENT

Here’s an amazing book you can read in a couple hours to start taking control of your money without living like a resident.

Claim your free book, “The 9 Money Mistakes” Doctors Make” and quickly discover how to get smart control of your money and your life.

Click Here to receive your copy.

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FREE Webinar: How Doctors Can Reduce Their Taxes

Get your free webinar: Click Here

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760-692-5600 | savvydoc.com

Savvy Doc Financial Planners is an SEC Registered Investment Advisor.

Welcome to Episode 12 of the Savvy Doc Podcast. Malpractice litigation does not have to be your downfall. Dr. Gita Pensa, Catherine Magaña, CFP® and Steve Wolff discuss the stressors, how to handle the process and resources for physicians should they be in this process. About Dr. Pensa:

• Emergency Medical Physician
• Associate Professor at Brown University
• Host of the podcast: “Doctors and Litigation: The L Word”

Thanks for turning in. Do not forget to subscribe to receive automatic updates for “The Savvy Doc Podcast!” Thanks for listening!

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FREE Webinar: How Doctors Can Reduce Their Taxes Get your free webinar: https://savvydoc.com/edu/drastically-reduce-your-taxes/?utm_source=SD_PC_Malpractice_Litigation_Full_Interview

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GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING LIKE A RESIDENT

Here’s an amazing book you can read in a couple hours to start taking control of your money without living like a resident. Claim your free book, “The 9 Money Mistakes” Doctors Make” and quickly discover how to get smart control of your money and your life: https://savvydoc.com/edu/9moneymistakes?utm_source=pc_malpractice_litigation_full_interview

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760-692-5600 | savvydoc.com

Savvy Doc Financial Planners is an SEC Registered Investment Advisor.

Welcome to Episode 11 of the Savvy Doc Podcast

Don't let reading a long and complex investment book stop you from understand bonds and how they can be affected. Steve Wolff and Greg Carroll, CFP® discuss their experiences during the 2008 Market Collapse and how not just the stock market and housing markets were affected but also the bond market.

Don't forget to subscribe to the show to get automatic updates for our "Savvy Doc Podcast!"

Thanks for listening!

---------------

GET YOUR FINANCES UNDER CONTROL WITHOUT LIVING LIKE A RESIDENT

Here’s an amazing book you can read in a couple hours to start taking control of your money without living like a resident.

Claim your free book, “The 9 Money Mistakes” Doctors Make” and quickly discover how to get smart control of your money and your life. https://savvydoc.com/edu/9moneymistakes?utm_source=yt_BondRisk

Schedule a discovery call: https://go.oncehub.com/CallSavvyDoc?utm_source=pc_BondRisk

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FREE Webinar: How Doctors Can Reduce Their Taxes

Get your free webinar: https://savvydoc.com/edu/drastically-reduce-your-taxes/?utm_source=SD_PC_BondRisk

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760-692-5600 | savvydoc.com

Savvy Doc Financial Planners is an SEC Registered Investment Advisor.

Welcome to Episode 10 of the Savvy Doc Podcast.

Don't forget to subscribe to the show to get automatic updates for our "Savvy Doc Podcast!"

Thanks for listening!

FREE Webinar: How Doctors Can Reduce Their Taxes

Get your free webinar: https://savvydoc.com/edu/drastically-reduce-your-taxes/?utm_source=SD_YT_Jon_Appino_Nov2021

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760-692-5600 | savvydoc.com

Savvy Doc Financial Planners is an SEC Registered Investment Advisor.

Welcome to Episode 9 of the The Savvy Doc Podcast .

In this episode, we talk about doctors and money with Dr. Tarang Patel, host of the “Doctor Money Matters” Podcast and Blog.

So, if making better choices with your money, discovering a common financial blind spot among physicians and achieving your definition of financial independence to live life on your terms interest you, then tune in now!

In this episode, you'll discover:

• What financial independence really means?
• The economic impact of Covid-19 on Physicians.
• The key elements that are missing in most physician training programs.
• What Dr. Patel knows now that he wishes he knew then.
• The critical piece of money advice he has for his fellow physicians.

About Our Guest

Dr. Tarang Patel is an expert in personal finance for doctors whose accomplishments include the following:

• Host of the, "Doctor Money Matters", Podcast and Blog
• Hospital Employed Radiologist.
• Former Physician in the US Air Force.

More Information

Learn more about how you can improve your results with personal finance for doctors with Dr. Tarang Patel on his “Doctor Money Matters” podcast and blog.

Personal Finance For Doctors Links & Mentions From This Episode:

Doctor Money Matters Podcast & Blog: doctormoneymatters.com

The Savvy Doc Financial Planners Website: savvydoc.com

Thanks for Tuning In!

Thanks so much for being with us for this episode.

If you enjoyed this episode on money & financial independence, please share it with your friends.

Don't forget to subscribe to the show on iTunes to get automatic episode updates for our "The Savvy Doc Podcast !"

Thanks for listening!

Savvy Doc Financial Planners is an SEC Registered Investment Advisor

Get Your Finances Under Control Without Living Like a Resident

Here’s an amazing book you can read in a couple hours to start taking control of your money without living like a resident. Claim your FREE book, “The 9 Money Mistakes Doctors Make” and quickly discover how to get smart control of your money and your life.

Get your free ebook: https://savvydoc.com/edu/9moneymistakes/?utm_source=PC_Crypto_Taxation

FREE Webinar: How Doctors Can Reduce Their Taxes

Get your free webinar: https://savvydoc.com/edu/drastically-reduce-your-taxes/?utm_source=PC_Crypto_Taxation

FREE Webinar: 10 Ways to Hang Up The While Coat & Generate Income

Get your free webinar: https://savvydoc.com/edu/10-ways?utm_source=pc_crypto_taxation

Schedule a discovery call: https://go.oncehub.com/CallSavvyDoc?utm_source=pc_crypto_taxation

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760-692-5600 | https://savvydoc.com

Savvy Doc Financial Planner is an SEC Registered Investment Advisor.

Robert Charron, CFP®, Catherine Magaña, CFP® and Steve Wolff discuss disability insurance specifically for doctors. How can you protect your most valuable asset? Your ability to make money. Dive into this conversation and learn about some features that could be included in your disability insurance contract.

Free Webinar: 10 Ways To Hang Up The White Coat & Generate Income

Are you wanting to reconnect with your passion, your family and the things that bring you pleasure?

Join us to explore 10 ways to replace your clinical income with side gigs that could become your main gig.

You can apply these ideas to help:

• Generate revenue on the side
• Transition our of clinical medicine
• Move up retirement by 5-10 years

Get your free webinar:  https://savvydoc.com/edu/10-ways?utm_source=PC_Robert_Charron_Disability_Insurance   

Schedule a discovery call: https://go.oncehub.com/CallSavvyDoc?utm_source=PC_Robert_Charron_Disability_Insurance

Sign up for our newsletter: https://wwmfinancial.activehosted.com/f/49https:/wwmfinancial.activehosted.com/f/49

 

Savvy Doc Financial Planner is an SEC Registered Investment Advisor.

In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more.

Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Doc Financial Planners in Carlsbad California.

Rachel is the founder and Chief Leadership Officer of Easy Life Management, Inc. She is a business coach, an Enrolled Agent and earned an MBA from San Diego State University with an emphasis in Finance and Taxation in 2010.

You can learn more about Rachel at elmtax.com.

FREE Webinar: 10 Ways To Hang Up The White Coat & Generate Income

Are you wanting to reconnect with your passion, your family and the things that bring you pleasure?

Join us to explore 10 ways to replace your clinical income with side gigs that could become your main gig.

You can apply these ideas to help:

1) Generate Revenue on the side
2) Transition out of clinical medicine
3) Move up retirement by 5-10 years

Click here, to get your free webinar.

 

Savvy Doc Financial Planners is an SEC Registered Investment Advisor

In this episode: Steve Discusses how excited he is about the investing opportunities in this techno-digital revolution.

To schedule an appointment: https://go.oncehub.com/CallSavvyDoc

Phone: 760-692-5600

Disclaimer:

Savvy Doc Financial Planners is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Savvy Doc Financial Planners and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Savvy Doc Financial Planners unless a client service agreement is in place.

In this episode of Steve's Stock Stories we discuss the difference between growth stocks and value stocks.

You can learn more about Steve Wolff and Savvy Doc Financial Planners at savvydoc.com.

Savvy Doc Financial Planners is a SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Savvy Doc Financial Planners and its representatives are properly licensed or exempt from licensure. Investing involves risk and possible loss of principal capital. No advice may be rendered by Savvy Doc Financial Planners unless a client service agreement is in place.

Dr. Espinoza shares his journey from burnout to balance. It wasn't a straight path and oddly enough the solution was hiding in plain site. 

He also drops some crucial advice when it comes to negotiating employment contracts. 

Savvy Doc Financial Planners is an SEC Registered Investment Adviser.

Was the popular Netflix series "The Queen's Gambit" realistic or just a made for TV fantasy? We talk with chess National Master, Scott Gunderman to find out. 

This is an audio replay of our "Doctor's Virtual Night Out" that we organized in appreciation of all the doctors putting it all on the line to serve our communities. 

We hope this offers a little break from it all. Enjoy.

Savvy Doc Financial Planners is an SEC Registered Investment Adviser.