LongView Living: A Financial Education Resource for Physicians and Dentists

Former military member, author, chef, entrepreneur and accomplished physician, Stephanie Anderson joins Jason Schultz for an inspiring discussion about overcoming challenges and refusing to allow a situation or person hold you hostage.

How is your information protected? Today’s episode educates listeners on how institutions such as MassMutual continuously assess the risk and vulnerability of changes to the security of its infrastructure. Ethical Hacker, James Heffernan, provides tips for how you can help enhance your cyber security efforts.

A Top Hat Plan is a 457(b) plan sponsored by a non-governmental 501(c) employer, which must cover only a select group of key management employees. In a hospital setting this typically includes physicians and high-level executives. Today’s episode educates on the features of a Top Hat 457 Plan. 

Do you have the knowledge to make educated decisions when reviewing your current coverage or purchasing new disability income insurance? Andrew Stone and Cooper Smith discuss factors that can contribute to the cost of owning a disability income insurance policy.

The Fed’s dual mandate prescripts a focus on stable prices and maximum employment. But that’s not all the Federal Reserve does – it also makes data available to everyday people. That’s where FRED, or Federal Reserve Economic Data comes into play. Keith Taylor, our guest on this episode, is responsible for the strategic direction of FRED and family in the Research Division of the Federal Reserve Bank of St. Louis.

Click this link to access the FRED website: https://fred.stlouisfed.org

According to the American Caregivers Study completed by Fidelity Investments in 2021, 58% of caregivers are not sure where to turn for planning resources. This episode intends to equip listeners with knowledge to navigate government benefits, special needs trusts versus ABLE accounts, healthcare issues related to financial planning for special needs individual, their families, and caregivers.

How do you choose the right financial advisor for you? There are many different types and it is important to know what each advisor’s purpose is and how they can help you. In this episode, Beau Hill, CFP® and Noah Douglas discuss the roles and responsibilities of the different relationships you may encounter when seeking financial advice. 

Most Americans think that estate planning is at least somewhat important, but not many have a will or living trust. What would happen if you died in an accident or suddenly became incapacitated? Conner Ray, Attorney, educates us on how to communicate our end of life wishes with legally binding documents.

Dr. Paul Hill, Psychiatrist at UT Health Science Center, provides his perspective on the factors relating to physician burnout and provides a few remedies.

It can be overwhelming to make big financial decisions and unfortunately, oftentimes we get tunnel vision. Today's episode provides thought provoking examples and tactics to help us envision our entire financial picture. 

What is risk? When people talk about risk, typically what they're talking about is a risk of loss. Today’s episode provides an alternative perspective concerning the risk management of an investment portfolio. John Prather, CFP® and Marcus Esposito, CFP®, ChFC® discuss diversification of a portfolio across asset classes and within asset classes to encourage better investment decisions.

Preparing for a medical residency is both exciting and nerve-racking. Since you are paid during training, it is important to be intentional about the cash flow management and spending habits you build during your training years. Those habits tend to follow you into your career. On this episode, Cooper Smith and John Jordan discuss ways to manage cash flow during residency.

Economic Bubbles are simply described as a financial boom and bust. We can learn from disastrous bubbles such as The South Sea Bubble, The Florida Land Boom, The Mississippi Company, The Dotcom Bubble. In this episode, we are joined by Global Market Strategist, Brian Levitt, to discuss and dissect the anatomy of a bubble.

As we head into the new year, this episode discusses goal setting. Our guest, Jerry Corless discusses how his goal setting principles have shifted in his 20 years of tracking the tactics associated with his goals.

Looking back on events or situations allows us to have a clearer understanding of how things could have gone better. In this episode, Dr. Craig Moffett, a young practicing physician, offers our listeners still in training some practical suggestions for personal and professional growth.

We aspire to improve the lives of our clients by helping them reduce their financial stress and accelerate their path toward financial independence. Today we discuss evolution of the financial services industry, its impacts on our clients and our practice with two CFP® whose careers span a combine 70+ years,  John Prather and Tim Sinks. 

Reading the tax code is does not typically make the “to-do” list. Thankfully, in today’s episode, we are joined by CPA Amanda Angle who provides a few tactics that may be helpful for our 1099 contractors to implement.

Before deferment ends, it is critical to create a debt repayment plan to meet your student loan obligations. Although creating a debt repayment plan is a tedious project, this episode helps you identify where to begin when thinking about repayment.

With grateful hearts we offer our LongView Living Podcast listeners our most sincere thanks. May this season be a beautiful reminder of the wonderful blessings ahead. Listen to hear the voices of our advisory members express what they are grateful for this Thanksgiving.

To achieve long-term goals with tax-efficient investment strategies, we are not trying to avoid paying taxes but rather be efficient in paying taxes over time. In this episode, John Prather, CFP® speaks with Regan Ryan, CFA®, Principal Director of Product Consulting at Envestnet, discuss strategies and consideration for doing so. 

There are many questions surrounding the current housing market. In this episode, Bryan Miller, a mortgage loan officer with over 17 years of experience, and Louis Holmes, managing partner at LongView Planning Partners, discuss the current housing market and its effects on home buyers. 

A current economic market outlook discussion between John Prather and Daken Vanderburg, head of investments for MassMutual's Wealth Management organization and Chief Investment Officer for MassMutual Trust Company. 

Charitable giving is an important aspect of a healthy financial practice. When you give to charities, you want to do so in an efficient and impactful way. One resourceful way to do this is through donor-advised funds (DAF). Through DAFs, patrons are able to maximize charitable giving while also minimizing your tax burden.

Saving money can feel daunting and impossible to do. A study done in May, 2022 found that 51% of Americans have $5,000 or less in savings, while 35% have $1,000 or less in savings. Many intend to save only to find that they have no money to save at the end of the month. This is where a budget can help.

Budget is a word that most people cringe when they hear. It can be overwhelming to think about budgeting money, but a budget can assist in creating structure and helping to build habits around saving and spending. This podcast will outline ways to budget and how to create systems that assist with budgeting.

Your income is the primary source of funding every part of your life. On this episode, financial advisor, Cooper Smith, and disability insurance expert, Andrew Stone, have an enlightening conversation about LTD contract definitions, LTD riders, and ways to protect your most valuable asset, your income. 

Traditionally inflation is a silent headwind - we haven't paid much attention to it nor has it impacted our daily lives. In this episode, financial advisor, Beau Hill, joins us to have a conversation about inflation, its impacts on everyday consumers, and some practical suggestions for balancing cash flow in times of inflation.

Planning for your finances is not something to be ignored, but why? And what does that look like? In this podcast, John Prather, CFP® joins us to discuss why financial planning is important, what happens when planning is ignored, and what happens when planning is done well. 

We are thrilled to be launching our podcast soon. Listen to this short clip to learn more about us and our podcast!