This podcast discusses tricky student loan questions in relation to taxes, filing taxes in med school, being married on the PSLF track, and the SAVE plan. It also touches on locum tenens as a career solution for healthcare professionals and the importance of seeking professional financial advice.
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question_answer ANECDOTE
Wesley Bato's Financial Journey
Wesley Bato shared how growing up with a financial planner dad influenced his career path.
He developed deep client relationships, including with families he knew since birth.
volunteer_activism ADVICE
Handle Pensions Separately
Do not fold pensions into your portfolio allocation; treat them as fixed income income.
Subtract guaranteed income from your retirement spending needs to adjust your portfolio accordingly.
volunteer_activism ADVICE
Combine Roth Strategies Carefully
Yes, you can do a mega backdoor Roth and a backdoor Roth IRA simultaneously.
Follow detailed tutorials carefully to avoid common mistakes in backdoor Roth conversions.
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Today we had a handful of tricky student loan questions particularly in regards to taxes. It is always hard to answer questions with that level of specificity! Don't forget to visit studentloanadvice.com to get help with your student loans and repayment plan. Today we answer questions about filing taxes in med school, filing taxes when you are married on the PSLF track, filing taxes when you are on the SAVE plan and more!
Still not sure what to do with your student loans? Overwhelmed with how to tackle that giant debt in an ever changing political climate? The experts at StudentLoanAdvice.com are here to help guide you through the best options to manage your loans – our experienced staff have consulted on over $250M in student loan debt, and the average studentloanadvice.com client has saved over $190,000 dollars. You will receive a customized student loan plan using the principles of The White Coat Investor, get answers to all of your student loan questions, gain clarity about your financial future and start down the right path toward financial freedom. Book a consult today at https://www.studentloanadvice.com. You can do this and The White Coat Investor can help.
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor is for you!
White Coat Investor Podcast