23 min listen
WCI #250: Marriage, Kids, and Finances
WCI #250: Marriage, Kids, and Finances
ratings:
Length:
45 minutes
Released:
Feb 17, 2022
Format:
Podcast episode
Description
Dr. Disha Spath is hosting with us again this week! Together we answer questions about marriage, family and finances. We talk about merging finances when you get married, 529 and UTMA accounts, how to manage complicated trusts, and how to add beneficiaries to trusts. We also discuss the importance of women getting their term life and disability insurance in place well before they become pregnant. See the show notes at https://www.whitecoatinvestor.com/marriage-kids-and-finances Pearson Ravitz are disability and life insurance advisors founded by and for physicians. This White Coat Investor recommended agency grew out of one MD's experience with a career-changing on-the-job injury. Today, Pearson Ravitz serves the medical community in all 50 states. At Pearson Ravitz, they help you as a doctor safeguard your most valuable asset, your income, so you can protect the most important people in your life, your family. Pearson Ravitz makes human connections before they make quotes. Go to https://pearsonravitz.com today to schedule your consultation with a Pearson Ravitz advisor. 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 for 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 channel is for you! Main Website: https://www.whitecoatinvestor.com YouTube: https://www.whitecoatinvestor.com/youtube Student Loan Advice: https://studentloanadvice.com Facebook: https://www.facebook.com/thewhitecoatinvestor Twitter: https://twitter.com/WCInvestor Instagram: https://www.instagram.com/thewhitecoatinvestor Subreddit: https://www.reddit.com/r/whitecoatinvestor Online Courses: https://whitecoatinvestor.teachable.com Newsletter: https://www.whitecoatinvestor.com/free-monthly-newsletter
Released:
Feb 17, 2022
Format:
Podcast episode
Titles in the series (100)
2: Everything You Need to Know about Whole Life Insurance: Everything You Need to Know about Whole Life Insurance. Dr Dahle explains what it is, how it works, why you don't need it, and what to do if you have already purchased it. Dr. Dahle also addresses questions about inheriting individual securities and... by White Coat Investor Podcast