Parhaat Financial Education Podcastit (2024)

1
Recent Changes to RMD Rules w/ Special Guest Sarah Brenner, JD 1:00:40

8d ago1:00:40

1:00:40

There have been many changes recently to the rules about Required Minimum Distributions. Join Mark and Sarah as they explore and discuss some of these changes and how they might affect you or those you care about. Be sure to tune in to learn the important details. Sarah Brenner, JD, is a leading authority on IRA distribution planning with over twen…

1
Waiting to Collect Social Security is a SCAM? 32:44

8d ago32:44

32:44

As I take a break over the holidays from my weekly webinars, we have put together some of our "Greatest Hits." This was a fun video with a lot of interaction and response that was originally broken down into two parts. We've combined the parts into one so you can enjoy the entire episode easily. I hope you find the information helpful and informati…

1
RMD and Roth Conversion Rules to Know 49:05

21d ago49:05

49:05

Roth conversions can be a powerful tax planning tool. Required Minimum Distributions (RMDs) have complex rules and significant penalties for failing to follow those rules. Converting your Traditional IRA to a Roth IRA when also taking your RMDs can be confusing and cause potential issues if done wrong. I’ll review the rules you should know about Ro…

1
Roth Conversions and Annuities 1:02:18

1M ago1:02:18

1:02:18

Both Roth conversion and the appropriate use of annuities can be powerful parts of your tax-efficient financial plan. However, there are critical items to pay attention to when you are considering converting your Traditional IRA annuity to a Roth IRA annuity. Be sure to tune in to learn the important details. Links Mentioned: https://www.federalreg…

1
The Realities of Aging in America, w/ Bryan Adler, Esq, CELA 59:39

2M ago59:39

59:39

By 2040, over 80 million Americans will be over the age of 65, and most will need some form of long-term care. Are we ready? Bryan and Mark will discuss the challenges and strengths of our long-term care system and how advocates are trying to improve care for America’s seniors. Be sure to tune in to learn the important details. Bryan Adler is a Cer…

1
5 Crucial Questions to Ask BEFORE You File for Social Security 1:07:55

2M ago1:07:55

1:07:55

One of the top three questions I hear is “when should I start collecting my Social Security benefits?” Join me and nationally recognized Social Security planning expert Heather Schreiber, as we explore the questions and information needed to help you answer this important question. Be sure to tune in to learn the important details. Heather is a lea…

1
Do you Have a Roth 401(k)? Key Items to Know! 52:33

2M ago52:33

52:33

Many people don’t know if they have a Roth 401(k) or other Roth retirement plan. If you do know that you have a Roth option, you may not be optimizing this powerful tool due to common misunderstandings or misconceptions. It’s important that you understand your options and how to take full advantage of your plan. Be sure to tune in to learn the impo…

1
How and When to Pay Tax on Your Roth Conversion 46:28

2M ago46:28

46:28

Planning or completed your Roth conversion for this year? Do you know when and how to pay the tax owed on that conversion? I’ll discuss the details in this week’s video. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: question…

1
Roth Conversion Breakeven Point and Opportunity Cost 35:58

3M ago35:58

35:58

Roth conversions are one of the most valuable tools we have in tax-efficient planning. Two questions I receive time and time again are “what is the breakeven point of a Roth conversion?” and "what about the opportunity cost of a Roth conversion?” These are both great questions, and we will explore the answers in this episode. Schedule time with Mar…

1
Investments and The Markets w/ Special Guest Thomas Balis, CFA® 1:06:33

3M ago1:06:33

1:06:33

What is the state of the investment markets? What may happen before, and after, the upcoming Presidential Election? What other investment related issues should you be paying attention to? Join Thomas Balis, CFA® and Mark as they discuss these questions, investments and the markets. Be sure to tune in to learn the important details. Three Pillars of…

1
Important Year-End Planning Tips 48:29

3M ago48:29

48:29

I know that summer is not yet over, but it is time to start working on Year-End Planning. In this episode I’ll share some important tips and practices to help you stay ahead of the game. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Visit our w…

1
The #1 Retirement Planning Mistake 46:04

4M ago46:04

46:04

In my 20 plus years of helping people with their retirement planning, I have identified the #1 mistake that most individuals AND financial planners make. Tune in to learn more. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Visit our website: ht…

1
How to Choose the Right Life Insurance Policy for Your Retirement w/ David McKnight 56:26

4M ago56:26

56:26

Join me and my Special Guest, Best Selling Author David McKnight, for our discussion about the critical items that must be considered when placing a life insurance policy in your retirement plan. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/dis…

1
[REPLAY] S4, Episode 31: Jon Appino- The First 5 Commandments of Employment Contracts 20:57

4M ago20:57

20:57

Today, we are going to focus on physician employment contracts and chat with Jon Appino, the CEO of Contract Diagnostics. As a matter of fact, this is Jon's SECOND time on the show. This interview was recorded all the way back 2 years ago in the summer of 2016--- it inspired the contracts section of The Young Physician's Guide to Money & Life. Jon …

1
Is Life Insurance Right for Your Retirement Plan? 54:54

4M ago54:54

54:54

In this episode, we delve into the crucial question: Is life insurance an appropriate tool for retirement planning? Join us as we explore the various types of life insurance, their benefits, and how life insurance may impact your financial security during retirement. Be sure to tune in to learn the important details. Schedule time with Mark for a n…

1
[REPLAY] S4, Episode 30: The Young Physicians Guide to Money and Life - Background on the making of the book 22:48

4M ago22:48

22:48

Welcome back to the latest episode of the Freedom Formula for Physician's podcast. This week we will be discussing my new book: The Young Physicians Guide to Money and Life. We will discuss the trials and tribulations that were involved while writing this book. Also, find out why this book was almost not released to the public. Please enjoy this ch…

1
[REPLAY] S4, Episode 29: The Wealth Formula with Buck Joffrey 42:42

5M ago42:42

42:42

Our next guest is a surgeon turned serial entrepreneur, asset manager, and podcaster. He finished his surgical training in 2008. Since then, he has started multiple seven and eight-figure businesses and has amassed a substantial portfolio of investments in the real estate, energy, internet, and health sectors. He is also a financial educator. He is…

1
Market Correction? Do This Now! 47:30

5M ago47:30

47:30

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are experiencing, or concerned about, a Market Correction. What things should you be doing NOW to prepare? Be sure to tune in to learn the important details. In each webinar I discuss recent headlines, IRA and retirement issues from the Ed Slott Grou…

1
[REPLAY] S4, Episode 28: Another Perspective on Land Flipping with Seth Williams, The RE Tipster 52:31

5M ago52:31

52:31

More than a few times, you may have heard about my latest adventures inland flipping, but don't take my word for it... In this podcast, I welcome the one and only RE Tipster aka Seth Williams. This ruggedly handsome fella has been in the biz of real estate and land flipping over the last decade and his approach is in some ways very similar to mine,…

1
Just 1 Year From Retirement? Do This NOW! 55:27

5M ago55:27

55:27

Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.com/discovery/ or email: questions@attleborowealth.com. Continuing with our What to Do Now! series, this week we are looking at what you should do when you are just 1 year from retirement. What things should you be doing NOW to prepare? Be sure to tune i…

1
[REPLAY] S4, Episode 27: Top 5 Podcasts of 2017- #1 The Tax Deductions I Didn‘t Know [With Craig Cody] 32:55

5M ago32:55

32:55

This June we are focusing our attention on the Top 5 Podcasts that we had in 2017. They are a great mix of topics from real estate, taxes, and the ever-popular side hustle. Here are the notes and resources from this MOST popular episode EVER: Have you been wondering- how the heck can I pay less in taxes? If you have been grappling with this questio…

1
[REPLAY] S4, Episode 26: Top 5 Podcasts of 2017- #2 The Top 5 Podcasts for Doctors in 2017 25:50

5M ago25:50

25:50

This June we are focusing our attention on the Top 5 Podcasts that we had in 2017. They are a great mix of topics from real estate, taxes, and the ever-popular side hustle. In this podcast, Dave Denniston talks about the Top 5 Podcasts for Physicians. In this podcast you will: The first podcast learns about Nii Darko and how he has taken his tough …

1
2 Years From Retirement? Do This NOW! 49:54

5M ago49:54

49:54

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are just 2 years from retirement. What things should you be doing NOW to prepare? Be sure to tune in to learn the important details. Videos mentioned: IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io 55 Years Old? Do This NOW!: https://youtu.be…

1
[REPLAY] S4, Episode 25: Top 5 Podcasts of 2017- #3 How To Acquire a Private Practice and Real Estate In One Easy Transaction (And The Pitfalls to Avoid) 59:39

5M ago59:39

59:39

This June we are focusing our attention on the Top 5 Podcasts that we had in 2017. They are a great mix of topics from real estate, taxes, and the ever-popular side hustle. Here are the notes and resources from this episode: In these podcasts, we’ve interviewed experts of all kinds- debt, burnout, real estate, and taxes. I thought, hey it’s about t…

1
07/10/24 - 5 Years From Retirement? Do This Now! 1:09:30

6M ago1:09:30

1:09:30

Continuing with our What to Do Now! series, this week we are looking at what you should do when you are 5 years from retirement. What things should you be doing NOW to prepare? Be sure to tune in to learn the important details. Videos mentioned: 2024 IRMAA Surcharge Brackets: https://youtu.be/VdAGPqQt7Io Assembling Your Retirement Team: https://you…

1
[REPLAY] S4, Episode 24: Top 5 Podcasts of 2017- #4 The Complete Guide to Taking The Road Less Traveled [Physician Fireside Chat] with Dr. Michelle Mudge-Riley of Physicians Helping Physicians 51:21

6M ago51:21

51:21

This June we are focusing our attention on the Top 5 Podcasts that we had in 2017. They are a great mix of topics from real estate, taxes, and the ever-popular side hustle. Here are the notes and resources from this episode: Welcome back to our monthly fireside chat with a physician to get to know their journey, their joys, and their struggles with…

1
06/26/24 - When NOT to Convert to a Roth IRA 57:07

6M ago57:07

57:07

I've often said that the Roth conversion is one of the best tools we have for tax-efficient planning. HOWEVER, there are times when it does not make sense to convert your Traditional IRA to a Roth IRA. Be sure to tune in to learn the important details. Schedule time with Mark for a no cost, complimentary consultation here: https://attleborowealth.c…

1
[REPLAY] S4, Episode 23: Top 5 Podcasts of 2017- #5 Building The Skills To Become A Doctorpreneur with Mike Woo-Ming MD, The BootstrapMD 1:10:00

6M ago1:10:00

1:10:00

This June we are focusing our attention on the Top 5 Podcasts that we had in 2017. They are a great mix of topics from real estate, taxes, and the ever-popular side hustle. Here are the notes and resources from this episode: My friends, in this show, I try and dig deep to find interesting people. As a matter of fact, LinkedIn is a wonderful tool an…

1
[REPLAY] S4 Episode 22-[Physician‘s Fireside Chat] with Tarang Patel from Doctor Money Matters Podcast 50:46

6M ago50:46

50:46

Welcome back to our monthly fireside chat with a physician to get to know their journey, their joys, and their struggles with finances and outside of finances. Our special guest today is a fellow podcaster, a hospital-employed radiologist, and prior to that, he served as a physician in the U.S. Air Force. His podcast is Dr. Money Matters. In this p…

1
[REPLAY] S4 Episode 21-My Financial Experiment- Q1 2018 Update 26:20

6M ago26:20

26:20

Welcome back to the Freedom Formula For Physician's Podcast. If you have been listening to me for the last year, or maybe you're brand new, what I'd like you to do is go back to the archives, and check out season 3, where I started going through this process of acquiring other assets, trying to create multiple income streams. So this is the Quarter…

1
[REPLAY] S4, Episode 20-It‘s time to say ”Enough is enough” to Student Debt with Nii Darko from Docs Outside The Box 43:52

7M ago43:52

43:52

Welcome to another episode of Freedom Formula for Physician's Podcast. I'm excited to have a repeat guest, Nii Darko, from Doc's Outside The Box, on today's episode. He's sharing the excitement of paying off not only his student debt, but his wife's also. Combined they shared $662,000 of debt. He shares about how he and his wife early on were payin…

1
[REPLAY] S4, Episode 19-Creating a Passive Income=FREEDOM with Scott Bossman from Land Bosses 58:26

7M ago58:26

58:26

Welcome, my friends to another episode of Freedom Formula for Physician's Podcast. I have been sharing my own financial experiments with you, and it's been great having guests on the podcast that I've met through those financial adventures. Today my guest is Scott Bossman, another land-flipping colleague of mine, who shares his own experience in wh…

1
[REPLAY] S4, Episode 18: [Physician‘s Fireside Chat] with EJ from Dad‘s, Dollars, & Debts 40:05

7M ago40:05

40:05

Our next guest is a cardiologist from Northern California… and you guessed it- he is also a…. blogger- another blogger I found courtesy of the extremely lengthy blog roll from PhysicianOnFire. He’s someone who is really passionate about his family and is playing around with the idea of retiring early but doesn’t seem quite sure yet. So, we’re going…

1
S4, Episode 17-Discovering the Challenges and Successes of Being Married to a Physician with Lara McElderry [Married to Doctors.com] 45:25

7M ago45:25

45:25

My friends, in this show, I try and dig deep to find interesting people. Our guest today is not a doctor, but she is married to one. She is married to a surgeon and she is on a mission to help other physicians. Help them to understand their path and what it is like to be married to a physician. She and her husband got married before he started his …

1
[REPLAY] S4, Episode 16-[Physician Fireside Chat] Doctorpreneur, Survivor, Physician Edna Ma-Part 2[ednama.com] 56:18

8M ago56:18

56:18

Our next guest is a board-certified anesthesiologist working both in academic/private hospitals in Los Angeles. She is an entrepreneur, an author and a mother of two, and a wife. Where does she find the time? In an attempt to raise money for her start-up, she accepted the challenge and opportunity to compete as a castaway on the hit reality TV show…

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