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Ep 256: What is a financial planner and how do they help doctors?

Medics Money podcast

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Mastering Financial Planning for Doctors

This chapter emphasizes the critical importance of tailored financial planning for doctors, warning against reliance on transactional advisors. It outlines a systematic seven-step process for developing a personalized financial plan, focusing on continuous adaptation to changing life circumstances and legislation. The discussion also highlights key tools like financial forecasting and cash flow modeling to help visualize future financial scenarios and support informed decision-making.

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