Annuities are often recommended by financial advisors because there are many types, each with its own benefits and drawbacks. This episode will educate you on what an annuity might be right for you! In this episode, Dave talks about… How to have Income Streams in Annuities? Two ways of turning on guaranteed income to these…
Income from Annuities
What is an 831(B) plan?
Have you ever wondered what is 831 b plans are? and how it differs from other plans? We have our guest today who will give an overview of the 831 b plan and its benefits. Ed Bryan has more than 20 years of sales and operations management experience with a consistent history of leading high-performing…
Asset Allocation
Understand the concept of asset allocation Asset allocation is a method of diversifying a portfolio by spreading investments among different asset categories. The idea behind this strategy is to paint with a broad brush while maintaining an overall risk management strategy. In this Podcast episode, Dave talks about… Financial Planning Elaborating Asset Allocation What…
How to Select a Financial Advisor?
What is the best way to choose a financial advisor? Selecting a financial advisor isn’t easy. Like choosing a medical doctor, finding a financial advisor requires interviewing people to determine the best fit for your needs and personality. Although there may be many qualified professionals in your area, you need to find one that is…
My Financial Experiments 2021 Updates
This is the final episode for Season 6, so I would like to thank you, my friend, for being with me along the journey. So, with this episode, I would like to share with you some updates to my Financial Experiment in which you will get a lot of ideas on how I improved my…
Fireside Chat with Neal from “My Curiosity Lab”
My name is Dave Denniston, your host. Welcome back my friends to the latest episode of The Freedom Formula for Physicians Podcast. Welcome back to our monthly fireside chat with a physician to get to know their journey, their joys, and their struggles with finances and outside of finances. My friends, in this show, I…