M Advisor Podcast

By: Paul Morton CFP® ChFC®
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  • Summary

  • Financial Planning for Millennial Physicians, Dentists, Executives, and Business Owners. Registered Representative: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA-SIPC. Investment Advisor Representative: Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. M Advisor is not an affiliate of Cambridge Investment Research.
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Episodes
  • Hidden Money Levers

    Hidden Money Levers
    Sep 30 2024
    Money can undoubtedly stir emotions. Your initial memories and experiences with money can create a lasting impression on your money habits, which ultimately can play a part on determining your legacy. Were your first money experiences good or bad? Was money a sore subject in your youth? Uncovering and labeling these experiences may help you understand why money is emotional to you.
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    8 mins
  • The Physician Signing Bonus

    The Physician Signing Bonus
    Sep 13 2024
    Many physicians receive a bonus when signing employment contracts. These bonuses can be nice additions to a new job; however, where there is income, taxes exist. Learn about the most popular forms of physician signing bonuses and how they impact your income tax. You may not be able to change your signing bonus, but you can plan for it!
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    17 mins
  • When To Purchase A Life Insurance Policy

    When To Purchase A Life Insurance Policy
    Aug 30 2024
    Too often the conversations about life insurance are geared toward how much insurance to purchase. This conversation focuses on when to consider life insurance purchases and changes. What do you look for when you look at your own policies? Easy ways to make sure your insurance policies are up to date.
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    18 mins
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