Guest: Bill Cleveland, MBA, CPA,
Host: Larry Kaskel, MD
Personal financial decisions are often less clear for us than making tough medical calls. How much disability insurance should we carry, if any at all? Should we pay insurance premiums with pre-tax dollars? If we have income outside of our primary working situation, can we--and should we--contribute to a 401k? Host Dr. Larry Kaskel quizzes Bill Cleveland, a certified financial planner from Preston & Cleveland Wealth Management, about key money management strategies.
