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The Savvy Doc Podcast

The Savvy Doc Podcast

De: Savvy Doc Financial Planners
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We discuss the unique financial issues that surface for the doctor community. Helping Doctors Get Control of Their Money and Their Lives. So they can have the freedom to do what they want to do when they want to do it. Savvy Doc Financial Planners is an SEC Registered Investment Adviser. www.savvydoc.omSavvy Doc Financial Planners Copyright 2021© Economía Finanzas Personales Gestión Gestión y Liderazgo
Episodios
  • Rate Cut Effect On The Market And Economy
    Sep 20 2024

    If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now!

    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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.

    savvydoc.com | 760.692.5600

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    12 m
  • Is A Recession On The Horizon?
    Sep 12 2024

    In this episode, we discuss interest rates, inflation trends, and third-quarter estimated tax payments, with the deadline approaching. Tune in now to separate the sound from the noise so you can make good financial decisions!

    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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.

    https://savvydoc.com | (760) 692-5600

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    14 m
  • Navigating September Market Volatility and Potential Economic Slowdown
    Sep 5 2024

    In this episode, we discuss the stock market's volatility in September, a potential economic slowdown, essential steps for retirement planning success, and the importance of securing an IP PIN to protect yourself as a taxpayer. Tune in now to separate the sound from the noise so you can make good financial decisions!

    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. Wolff Wiese Magana, LLC dba WWM Financial, Savvy Doc Financial Planners, Savvy Women Wealth Management is a registered investment advisor with the SEC.

    https://savvydoc.com | (760) 692-5600

    Más Menos
    14 m
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