White Coat Investor Podcast

WCI #457: Cash Balance Plans, Trusts, and the Million-Dollar Debate

Informações:

Sinopsis

In this episode we talk through big money topics like cash balance plans, revocable trusts, and what peak spending years really means and when it happens. We talk about where non-docs should start if they are new to White Coat Investor content. Dr. Dahle talks about a recent posts that got some people fired up when he shared his opinion that if doctors do not retire with millions they have failed financially. This podcast is sponsored by Bob Bhayani at Protuity. He is an independent provider of disability insurance planning solutions to the medical community in every state and a long-time white coat investor sponsor. He specializes in working with residents and fellows early in their careers to set up sound financial and insurance strategies. If you need to review your disability insurance coverage or to get this critical insurance in place, contact Bob at https://whitecoatinvestor.com/protuity today by email info@protuity.com or by calling (973) 771-9100. The White Coat Investor Podcast launched in January 2