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The Financial Checkup: The 4 things doctors need to know about a backdoor Roth conversion
News|Videos|October 6, 2026
How to pick a financial planner and not a salesperson for retirement planning
Author(s)Steven Podnos MD, CFP
Fact checked by: Todd Shryock
There are a lot of financial advisors out there, but not all of them have your best interest in mind
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Choosing a financial advisor seems easy enough, since there are many to choose from. But not all of them have your best interest in mind.
In this episode of Money Matters, Steven Podnos, M.D., CFP, discusses what doctors need to consider when picking someone to help plan their retirement.
Steven Podnos, M.D., CFP is a fiduciary fee-only planner with HB Wealth. He can be reached at
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