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Burnout and Your Mindset

Burnout and Your Mindset

Burnout is a big problem that doctors face. Dr. Jordan Frey shares his experience with burnout in today’s guest post.

The Code, Conflicts, and Client Interests

The Code, Conflicts, and Client Interests

Did you know that as of October 1st, 2019 all CFP’s are required to act as a fiduciary? Ever wondered if your CFP was putting your needs (or the company’s) first? Now, they have to tell you. Even Northwestern Mutual.

6 Signs You May Have The Wrong Disability Insurance Policy

6 Signs You May Have The Wrong Disability Insurance Policy

If you have disability insurance from Northwestern Mutual (or are considering it), this post is a must read.
I’m often asked how doctors can know whether the disability insurance policy they have been offered (or already have) is any good. This comprehensive post goes a long way towards figuring that out. Break out your policy, and find out if you need to make a change!

20 Point Financial Checklist for Doctors

20 Point Financial Checklist for Doctors

Have you ever wanted a financial checklist to make sure you are starting off on the right foot? Well, this guest post written by a fee-only financial planner should point you in the right direction!

What is the Best Asset Allocation for Retirement?

What is the Best Asset Allocation for Retirement?

Accumulating a decent savings isn’t actually the hard part… the hard part is keeping enough of it around to last during retirement. Will you fall to sequence of return risk? Or will you be prepared with the best asset allocation?

How Do Financial Advisors Get Paid? A Financial Planner’s Perspective

How Do Financial Advisors Get Paid? A Financial Planner’s Perspective

When someone asks “How does my financial advisor get paid” it should be a relatively easy question to answer and understand.  Unfortunately, that’s not the case much of the time.  Fortunately, this post will not only answer that, but provide you an awesome chart to see exactly where conflicts of interest exist in all of the most common financial advisory models!