Host Ericka Adler sits down with Treasa Moran, Financial Advisor at Anchor Point Wealth Advisors, to discuss the unique financial challenges and opportunities facing healthcare professionals. From managing student debt and planning for retirement, to understanding the emotional side of money, this episode is packed with insights for physicians, dentists, and other providers at every stage of their careers. Highlights include how emotions influence financial decisions, building your personal financial advisory team, strategies for budgeting, investing, and protecting your assets and why early planning is key to long-term success. Tune in to gain empowering financial strategies tailored to the healthcare field.
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