Utah Medical Association Financial Services is a Registered Investment Advisor with the mission to help physicians make educated financial decisions. Each episode tackles a different financial topic that physicians can use to build a robust financial road
Chad talks with Scott Halvorsen about the importance of understanding your employment contract.
Eric and Patrick discuss how to handle fluctuations in income.
Chad & Wendy Clark discuss student loans and repayment methods.
Chad and Eric discuss identifying fraudulent investments and how to protect yourself as an investor.
Patrick and Chad discuss the motto "One House, One Spouse"
Chad and Trent discuss common issues they come across when reviewing tax returns.
Chad and Greg Zaugg discuss estate planning and how it applies to physicians.
Chad and Ryan discuss Qualified Charitable Distributions and several of the tax and logistical considerations for the strategy.
Chad and Jeff discuss the importance of managing and building good financial credit.
Chad and Trent discuss different options for managing cash within your investment portfolio.
Chad and Patrick discuss the important role equities play in an investor's financial plan.
Mathew and Chad share thoughts and ideas about incorporating life insurance into your financial plan.
Eric and Chad discuss ways to save for kids college experience.
Patrick Brady and Chad Kelley try to make sense of the age old question “Should I pay down debt or save for retirement?” Each option has its pros and cons and together they discuss how to approach this dilemma.
Chad and Patrick discuss how to emotionally approach financial news and headlines as an investor.
Trent & Chad discuss the importance and role that rebalancing a portfolio plays in an individual's financial plan. They discuss considerations and strategy that should be looked at during the rebalancing process.
Eric and Chad discuss some of the basic concepts about disability insurance. They review typical structures and coverage amounts in group and private disability policies.
Trent and Chad review the advantages of Roth accounts and their role in an investment portfolio. They discuss some basic investment strategy for Roth accounts and contribution limitations.
Buying a home is a financial decision that can have a ripple effect across your whole career and retirement. Eric and Chad discuss things to take into consideration when exploring the idea of purchasing a home.
Chad and Patrick discuss how an emergency fund fits into building a strong financial plan. They discuss topics such as: How large should your emergency fund be? Should you invest those funds? How should you prioritize building up the emergency fund?
© 2020-2025 Ivy Podcast Discovery LLC
