Retirement Planning

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.

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.

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.

Based on what you hear from retirees about RMDs, you would think that their grandchildren were being fed to sharks by sinister government agents

Explore effective income investing strategies, including high-yield ETFs and alternative assets, to enhance retirement income amid declining interest rates.

Here’s a detailed look at indexed annuities with an income rider and the factors that determine your future payout.

Why you may have more insurance than you need, especially if you are near the end of your career

An annuities expert takes detailed look at income annuities and the factors that determine your payout now and in the future

Discover essential tips for choosing a financial advisor and learn whether DIY investing or professional guidance suits your retirement planning needs.

Building wealth for retirement means more than just saving money—it’s important for physicians to enjoy life along the way.

Building wealth for retirement means more than just saving money—it’s important for physicians to enjoy life along the way.

Building wealth for retirement means more than just saving money—it’s important for physicians to enjoy life along the way.

Building wealth for retirement means more than just saving money—it’s important for physicians to enjoy life along the way.

Investors should explore strategies for retirement planning by balancing big tech stocks with undervalued sectors, aiming for growth while managing risk.

Building wealth for retirement means more than just saving money—it’s important for physicians to enjoy life along the way.