The Savvy Doc Podcast

Welcome to the The Savvy Doc Podcast . In this episode, Dr. Amruti Borad and Catherine Magaña, CFP® have a conversation about physician burnout. If you want to overcome burnout, develop a strategy to address it, and achieve greater satisfaction in your work and life then please tune in. In this episode, you'll discover: “A Conversation About Physician Burnout” ·         Dr. Borad's burnout story. ·         Burnout Syndrome. ·         Symptoms to recognize. ·         How to ask for help ·         The difference between coaching, therapy, and mentoring. ·         Unique challenges for women in medicine. ·         A snapshot of what Concierge medicine looks like. ·         Mindset tips and insights from Dr. Borad's personal experience navigating burnout. About Us Dr. Amruti Borad is an expert in physician burnout whose accomplishments include: ·         Concierge Family Physician ·         Physician Coach ·         Medical Student Coach ·         Wellness Blogger Contact Dr. Borad LinkedIn: https://www.linkedin.com/in/amruti-borad Email: A.heartathome1@gmail.com Thanks for Tuning In! Thanks so much for being with us this for this episode. If you enjoyed this episode on burnout, 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 https://savvydoc.com Savvy Doc Financial Planners is an SEC Registered Investment Advisor. The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always lease remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Welcome to The Savvy Doc Podcast. In this episode, Dan Rooker from The Student Loan Planner discusses managing student loans with Steve and Catherine. So if you want to potentially save on student loans, learn how the income driven repayment plan works, and understand the public service loan forgiveness program so you can use these programs to efficiently manage your student debt, tune in now! In this episode, you'll discover: “How To Manage Your Medical Student Loans” What The Income Driven Repayment Plan (IDR) Is How The IDR Waiver Works Public Service Loan Forgiveness (PSLF) PSLF Waiver Community Vs. Common Law States And How This Might Affect You Tips For 4th Year Medical Students Consolidation Do's and Dont's Important Information If You're Single About Our Guest Dan Rooker is a Certified Student Loan Professional™ (CLSP®) and Certified Financial Planner™ (CFP®) and has dedicated his practice - Rook Financial - to being an accountability partner for healthcare providers with student loans. As a Consultant with Student Loan Planner, Dan helps borrowers navigate through the maze of the federal loan system and find a best fit strategy for their situation. If Dan isn't standing behind his desk on Spotify between sessions, he's probably walking his Newfoundland dog (Moose) in the Wicker Park neighborhood of Chicago or buddy-swimming past the breakwall at Ohio St. beach. More Information Learn more about managing your student loans at studentloanplanner.com . Learn more about personal finance specific to doctors at savvydoc.com . Thanks for Tuning In! If you enjoyed this episode on managing student loans, please share it with your friends. Don't forget to subscribe to the show on iTunes or spotify to get automatic episode updates for our show "The Savvy Doc Podcast !" Thanks for listening!   Disclaimer Savvy Doc Financial Planners is an SEC-Registered Investment Advisor. Opinions expressed are for general informational purposes only and are not intended to provide specific advice or recommendations for any specific security. To determine which investments may be appropriate for you, consult a financial advisor prior to investing. Any discussion of past performance is no guarantee of future results and as always, please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

Welcome to Steve's Stock Stories, Season 2, Episode 9 of the Savvy Doc Podcast In this episode, Greg Carroll and Steve Wolff discuss structured notes. So, if you want to potentially reduce downside exposure then tune into this episode. In this episode, you'll discover: What structured notes really are. How they protect downside exposure. What makes them structured. How they work. What buffers and barriers are. What the biggest risks are. About Us Greg Carroll is an expert in risk management, retirement planning and customized investment solutions whose accomplishments include: Over 36 years' experience as a Financial Advisor CERTIFIED FINANCIAL PLANNER™ Professional More Information Learn more about how you can improve your results investing while reducing downside exposure at https://savvydoc.com. Thanks for Tuning In! If you enjoyed this episode on structured notes, please share it with your friends. Don't forget to subscribe to the show on iTunes to get automatic episode updates for "Steve's Stock Stories!" Thanks for listening! Savvy Doc Financial Planners is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

In this market update Steve reviews the June performance of the major indexes, the few stocks in the Dow Jones that had gains, bond losses, the real estate market, the 10 stocks who's market values plunged the most, the 10 stocks that have fallen the most, the fear and greed index, the yield curve and Steve's take on the market. This update was recorded on July 5, 2022. If you are concerned about the market and would like a review of your portfolio or a second opinion, click on the following link to schedule a call with Steve & Catherine. This update was recorded on July 5, 2022 Savvy Doc Financial Planners is an SEC Registered Investment Advisor The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations for any individual or on any specific security. It is only intended to provide education about the financial industry. To determine which investments may be appropriate for you, consult your financial advisor prior to investing. Any past performance discussed during this program is no guarantee of future results. Any indices referenced for comparison are unmanaged and cannot be invested into directly. As always please remember investing involves risk and possible loss of principal capital; please seek advice from a licensed professional.

In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace of mind, tune in now! In this episode, you'll discover: Estate Planning Tips For 2022 Gift and Estate Federal Tax Exemption Updates Annual Gift Tax Exclusions Step Up in Basis for Assets Importance of Titling Beneficiary Designations A Misconception of Estate Planning What Can Occur If There Is Not a Will in Place Proposition 19 About Gita Nassiri Gita Nassiri, CPA, JD, MBT is an expert in Estate Planning whose accomplishments include: Practicing since 1994 Graduated with her law degree from Whittier College Master's degree in business taxation with honors from USC Active member in California Bar Association Trusts and Estates Section. Fluent in French and Spanish More Information Learn more about how you can update and create your Estate Plan with Gita Nassiri at her website: https://capitallegacylaw.com/ Thanks for Tuning In!

Catherine Magaña CFP®, Steve Wolff and Ethan Nkana J.D., MBA discuss the importance of contract review, his passion for assisting physicians in earning their full value and gives examples as to how doctors have left money on the table. Furthermore, they discuss the leverage and timeframe that physicians could utilize when going over their contracts, either with the same hospital, or when changing locations. Ethan Nkana, J.D., MBA (Founder of Rocky Mountain Physician Agency) advocates for physicians to get the value they have earned in their base salary, benefits and bonuses by using the same industry-leading physician salary data hospitals use. Ethan utilizes his legal and business training background while working originally at a hospital in physician contracts, he observed that physicians frequently left money and value on the table during their contract and salary negotiations with hospital executives. 760-692-5600 | savvydoc.com Savvy Doc Financial Planners is an SEC Registered Investment Advisor.

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 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.  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 PlannersTM 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 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. FREE Webinar: How Doctors Can Reduce Their Taxes Get your free webinar: Click Here 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! --------------- 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 --------------- 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 --------------- 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  ----------------- 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 ----------------- 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 let lack of time stop you from ensuring your compensated fairly. Now you can improve or clarify your compensation, benefits and covenants without wasting your time scouring the internet, haggling, and decrypting contracts. Jon Appino is an expert in employment contract review who grew up in a small town where his parents were physicians. His company Contract Diagnostics offers an educational process to review and negotiate their contract while understanding the nuances of different specializations for physicians. 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 ________________________ 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_Jon_Appino_Nov2021 Schedule a discovery call: https://go.oncehub.com/CallSavvyDoc?utm_source=pc_ Jon_Appino_Nov2021 ________________________ 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

Have you made a mistake with cryptocurrency and not planned for the taxes? Learn how to understand the tax implications surrounding cryptocurrency without understanding the tax code. This little-known podcast helps you understand your taxes from trading cryptocurrencies. ____________________________________________________________________ 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 ____________________________________________________________________ 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.