M Advisor Podcast: Financial Clarity for Physicians

Hosted by M Advisor

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102

Latest episode

Jun 2026

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About the show

Financial Planning for Physicians. Registered Representative: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA-SIPC. Investment Advisor Representative: Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. M Advisor is not an affiliate of Cambridge Investment Research.

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June 15, 202615 min

Are We Helping Our Kids Too Much?

Are we helping our kids too much, too little, or just right as they transition from teenager to adults. While we want our kids to become independent, productive adults, how we intervene teaches them to be dependent or independent. Helping too much can negatively shape their opinion on effort and hard work, but so can helping too little. Striking a balance of support and communicating expectations are likely helpful endeavors. This is a question that should be viewed from the family values lens.

May 29, 20269 min

Frugal vs. Wasteful Spending

Is your spending frugal or wasteful? What's the difference, and how do you know? In this episode we explore the differences between frugal and wasteful spending and how it impacts your finances and the earth.

May 15, 202610 min

Hobbies as a Legacy

What's more impactful than sharing free time with your kids? Could discovering a hobby (together) be one of the most lasting gifts you give to your children? How do you go about finding a hobby? Let's chat about it!

April 30, 202613 min

Mortgage Interest and Itemized Deductions

With home-buying season approaching and tax season just ending, I thought it'd be appropriate to review what mortgage interest is deductible on your personal tax return. Understanding this concept can greatly impact your planning when shopping for home, preparing for your mortgage, or planning around your current mortgage. This should not be construed as tax advice. Please consult a qualified tax professional for tax advice.

April 7, 20267 min

What's Your Attention Worth?

Referencing the book "Your Money" by Carl Richards, I discuss the four sources of capital (sketch #6), Money, Energy, Time, and Attention. I key in on attention, and chat about what that actually means. Who do we "pay" when we pay attention? And what's our attention worth? This is a cool book. I receive no commission for the book sales. Check it out: https://www.amazon.com/dp/1804091715/?bestFormat=true&k=your%20money%20carl%20richards&ref_=nb_sb_ss_w_scx-ent-bk-v2_k0_1_14_de&crid=2P86HU8QY2O0D&sprefix=your%20money%20car

March 30, 202611 min

Spring Cleaning - Getting Unstuck in Your Finances

A quick template on how to evaluate and move your finances to the next level. Know where you are: Create a Balance Sheet List your goals and priorities List your procrastinations - this is big Manage how you talk to yourself about money - this is bigger Resources: https://podcasts.apple.com/us/podcast/improve-your-finances-create-a-balance-sheet/id1613405436?i=1000743276123 https://www.m-advisor.com/blog/how-to-create-a-balance-sheet-video

March 13, 202618 min

Traditional vs. Roth Retirement Plans

Roth vs Traditional retirement plan contributions is a great debate and should be considered carefully. There isn't a clear-cut answer that works for everyone, but there are benefits to both Roth and Traditional retirement plan contributions. Here is an article mentioned in this podcast that details a similar topic: https://www.m-advisor.com/blog/retirement-plan-contributions-traditional-vs-roth-updated-for-2026

February 27, 202611 min

Do This Before Interviewing a Financial Advisor

Finding the right financial advisor can be one of the most beneficial relationships you can make, as it can bring clarity and confidence to your financial life; however, selecting the wrong advisor can waste years of savings and put you behind on your financial goals. Here are a few tips before interviewing a financial advisor to make sure you find that right one. Be sure to download the checklist with 24 interview questions for a financial advisor, specifically for physicians: m-advisor.com/questions-for-a-financial-advisor

February 13, 20267 min

Estate Planning is Romantic

What is the most romantic gesture you can make to your spouse and family? Planning for their lives and livelihood beyond yourself, of course! That's called estate planning. Estate planning is not just a financial topic, it's a selfless action to ensure your loved one's future, even without you there.

January 30, 202613 min

Financial Fraud

Financial fraud is a multi-billion-dollar industry, and it is much bigger than we think because many fraudulent cases go unreported. Talking to your family about fraud and scams is an important conversation that can help you prepare for a potential attack. Fraudsters play on emotions, so think through what's going on if you get an unfamiliar call. The 2025 data is not yet released, but here is the 2024 data from the Federal Trade Commission that's discussed: https://www.ftc.gov/system/files/ftc_gov/pdf/csn-annual-data-book-2024.pdf