How to Know if Physician Specific Financial Planning is Right for You

Should you hire a financial planner as a physician? Answers may vary, so in this video, I dive into the importance of hiring a specialized financial planner for your unique needs. I discuss the benefits, costs, and essential questions to ask before making this investment.

I know it can be scary to involve someone else in your financial matters, but it can really be a game changer for you as a physician to get specialized, custom financial planning support so you can live the life of your dreams.

0:00 Intro
0:28 Why hiring a financial planner who is a fiduciary is important (but it's not the only thing that matters)
1:49 Why it's important to hire a financial planning firm that specializes in supporting physicians
3:22 Determining if there are conflicts of interest with the financial planner that you're considering hiring
5:34 Determining if you need a financial planner who also has expertise in medical school student loan repayment strategies
6:26 Benefits, taxes, and investments all have physician-specific considerations

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SLP Wealth is an SEC Registered Investment Advisor headquartered in Durham, NC. This is not an offer to buy or sell a security. he content of this channel is intended to be for informational and educational purposes only, and should not be considered investment advice. Past performance is no guarantee of future results.

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