Retirement Planning

Consider retirement income you’ll need, taxes, asset allocation and alternatives to generate safe income. Avoid portfolio “death spiral.”

Probably not — but it depends on your circumstances and which kind of annuity

Taking them later results in higher future income but can create an income gap. If you want to retire early, annuities offer a way to boost income until your benefits begin.

Learn about all annuities, decide if any might be right for you and then home in on which type or types would be optimal for your needs.

Although consolidation has swept across the healthcare industry, not every physician aspires to sell out to a corporate buyer. That leaves many practice owners wondering how to secure liquidity, maintain autonomy, and preserve their legacy without surrendering control to outside investors.

As AI spending concerns cool investor enthusiasm for mega-cap tech, money is flowing into industrial companies that build, power and connect America's expanding electrical grid — from copper miners to nuclear energy firms.

Slow and steady wins the race — and builds a nice retirement portfolio over the long run.

Don't be a victim of these common pitfalls when doing a Roth conversion.

With surging demand and better safety, nuclear power is gaining in popularity

Michael Jerkins, M.D., M.Ed., a practicing physician and co-founder of Panacea Financial, joins the show to discuss financial independence, physician debt and why financial decisions can quietly take control of a physician's time.

Investors are exploring the resilience of the bull market, debunking fears of economic slowdown and AI bubbles, fueling strong growth potential.

With the right strategy, you can still progress toward your goals.

Estate planning is a key risk management strategy for your retirement plan

Investing in health care stocks offers significant potential as the aging population drives demand for medical services and senior living solutions.

Health care stocks are gaining momentum as investors shift focus, driven by demographic trends and midterm election dynamics, promising potential strong returns ahead.

Interest rate changes, inflation, and volatility in the market have challenged the effectiveness of relying only on stocks and bonds.

Some investment types sound better than they really are.

After you retire, where should you withdraw your money from first?

Asset protection is a key risk management strategy for your retirement plan

Four areas every physician should evaluate before selling their practice

Bryan Jepson, M.D., CFP, explains what “true wealth” really means for physicians.

To get a new tax break included in the One Big Beautiful Bill Act, some seniors need to lower their taxable income. Annuities can help do that.

A stagnant estate plan can leave physicians financially exposed and professionally stalled when career shifts, health events, or early exits disrupt the expected timeline.

Explore the benefits of diversifying your investment portfolio with international stocks to enhance returns and manage volatility effectively.

Stock performance is broadening, creating more balanced equity opportunities for investors in a market fixated on huge tech companies.