If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or recommendations fo…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! savvydoc.com | (760) 692-5600 The opinions expressed in this program are for general informational purposes only and are not intended to provide specifi…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! savvydoc.com | (760) 692-5600 The opinions expressed in this program are for general informational purposes only and are not intended to provide specifi…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://savvydoc.com | (760) 692-560 The opinions expressed in this program are for general informational purposes only and are not intended to provide …

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://savvydoc.com | 760.692.5600 The opinions expressed in this program are for general informational purposes only and are not intended to provide s…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! https://savvydoc.com The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice …

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Recorded 1/11/2024 The opinions expressed in this program are for general informational purposes only and are not intended to provide specific advice or…

If you want to understand what's going on in the economy, get better insight into the financial markets, and separate the sound from the noise so you can make good financial decisions, tune in now! Recorded January 4, 2024 savvydoc.com | (760) 692-5600 The opinions expressed in this program are for general informational purposes only and are not in…

Welcome to Market Talk, where we delve into the latest financial insights and discuss the key considerations for the year-end. Segment 1: Year-End Tax Planning Required Minimum Distributions (RMDs) and their implications for retirees. Inherited IRAs: Strategies and tax considerations. Segment 2: Market Update Santa Claus Rally: Analyzing historical…

📈 Explore the dynamic world of Markets, Investing & Planning in our latest episode! 🌐 Join us as we navigate through the intricate landscape of financial topics, delving into the Shift in Money Flow and addressing the burning question on everyone's mind: "Is the market going to crash?" Discover the nuances between the deficit and the debt, and gain…

Hosts: Catherine Magaña, CFP® (Managing Partner), Steve Wolff, CFP® (Managing Partner), Greg Carroll, CFP® (Wealth Advisor), Rachel Ivanovich (Tax Strategist and Wealth Advisor). Episode Highlights: What does the $1.8 billion Realtor lawsuit mean for real estate? - The hosts dive into a discussion about the recent Realtor lawsuit concerning real es…

Welcome to the The Savvy Doc Podcast . In this episode, Dr. Amruti Borad and Catherine Magaña, CFP® have a conversation about physician burnout. If you want to overcome burnout, develop a strategy to address it, and achieve greater satisfaction in your work and life then please tune in. In this episode, you'll discover: “A Conversation About Physic…

Welcome to The Savvy Doc Podcast. In this episode, Dan Rooker from The Student Loan Planner discusses managing student loans with Steve and Catherine. So if you want to potentially save on student loans, learn how the income driven repayment plan works, and understand the public service loan forgiveness program so you can use these programs to effi…

Welcome to Steve’s Stock Stories, Season 2, Episode 9 of the Savvy Doc Podcast In this episode, Greg Carroll and Steve Wolff discuss structured notes. So, if you want to potentially reduce downside exposure then tune into this episode. In this episode, you'll discover: What structured notes really are. How they protect downside exposure. What makes…

In this market update Steve reviews the June performance of the major indexes, the few stocks in the Dow Jones that had gains, bond losses, the real estate market, the 10 stocks who’s market values plunged the most, the 10 stocks that have fallen the most, the fear and greed index, the yield curve and Steve’s take on the market. This update was rec…

In this episode, Gita Nassiri, CPA, JD, MBT and Catherine Magaña, CFP® discuss Estate Planning for 2022 and some changes that have occurred. So if you want to prepare your estate for your heirs, understand the new gifting and estate tax exclusions, and ensure your estate does not go into probate so you can have peace of mind, tune in now! In this e…

Catherine Magaña CFP®, Steve Wolff and Ethan Nkana J.D., MBA discuss the importance of contract review, his passion for assisting physicians in earning their full value and gives examples as to how doctors have left money on the table. Furthermore, they discuss the leverage and timeframe that physicians could utilize when going over their contracts…

Do you have stock options that have grown to be a large position of your portfolio? Are you consolodated in a few investments? In this episode of Steve's Stock Stories, Steve Wolff and Greg Carroll, CFP® discuss a couple examples of concentration risk and some misconceptions about this type of riskl. Within 15 minutes, learn about what concentratio…

The Savvy Doc Financial Planners portfolio managers, advisors and Certified Financial PlannersTM gather to discuss their take on current market conditions as of March 9, 2022. How can market volatility affect your investment portfolio? Once you consider the war, supply chain issues and rising inflation there can be a large shift in focus. They furt…

Welcome to Episode 12 of the Savvy Doc Podcast. Malpractice litigation does not have to be your downfall. Dr. Gita Pensa, Catherine Magaña, CFP® and Steve Wolff discuss the stressors, how to handle the process and resources for physicians should they be in this process. About Dr. Pensa: Emergency Medical Physician Associate Professor at Brown Unive…

Welcome to Episode 11 of the Savvy Doc Podcast Don't let reading a long and complex investment book stop you from understand bonds and how they can be affected. Steve Wolff and Greg Carroll, CFP® discuss their experiences during the 2008 Market Collapse and how not just the stock market and housing markets were affected but also the bond market. Do…

Welcome to Episode 10 of the Savvy Doc Podcast. Don't let lack of time stop you from ensuring your compensated fairly. Now you can improve or clarify your compensation, benefits and covenants without wasting your time scouring the internet, haggling, and decrypting contracts. Jon Appino is an expert in employment contract review who grew up in a sm…

Welcome to Episode 9 of the The Savvy Doc Podcast . In this episode, we talk about doctors and money with Dr. Tarang Patel, host of the “Doctor Money Matters” Podcast and Blog. So, if making better choices with your money, discovering a common financial blind spot among physicians and achieving your definition of financial independence to live life…

Have you made a mistake with cryptocurrency and not planned for the taxes? Learn how to understand the tax implications surrounding cryptocurrency without understanding the tax code. This little-known podcast helps you understand your taxes from trading cryptocurrencies. ____________________________________________________________________ Get Your …

Robert Charron, CFP®, Catherine Magaña, CFP® and Steve Wolff discuss disability insurance specifically for doctors. How can you protect your most valuable asset? Your ability to make money. Dive into this conversation and learn about some features that could be included in your disability insurance contract. Free Webinar: 10 Ways To Hang Up The Whi…

In this episode Catherine and Rachel Ivanovich discuss the 2021 Biden Tax Plan proposals including, the child care tax credit, long term capital gains, tax gains at death, 1031 exchanges and more. Catherine Magaña is a CFP® or CERTIFIED FINANCIAL PLANNER™ and Managing Partner at Savvy Doc Financial Planners in Carlsbad California. Rachel is the fou…

In this episode: Steve Discusses how excited he is about the investing opportunities in this techno-digital revolution. To schedule an appointment: https://go.oncehub.com/CallSavvyDoc Phone: 760-692-5600 Disclaimer: Savvy Doc Financial Planners is an SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective cli…

In this episode of Steve's Stock Stories we discuss the difference between growth stocks and value stocks. You can learn more about Steve Wolff and Savvy Doc Financial Planners at savvydoc.com. Savvy Doc Financial Planners is a SEC Registered Investment Adviser. Advisory services are only offered to clients or prospective clients where Savvy Doc Fi…

Dr. Espinoza shares his journey from burnout to balance. It wasn't a straight path and oddly enough the solution was hiding in plain site. He also drops some crucial advice when it comes to negotiating employment contracts. Savvy Doc Financial Planners is an SEC Registered Investment Adviser.By Steve Wolff & Joscelin Magaña

Was the popular Netflix series "The Queen's Gambit" realistic or just a made for TV fantasy? We talk with chess National Master, Scott Gunderman to find out. This is an audio replay of our "Doctor's Virtual Night Out" that we organized in appreciation of all the doctors putting it all on the line to serve our communities. We hope this offers a litt…