Wednesday May 29, 2024

Financial planning for the ophthalmologist: Investments and Wealth Management

Tom Knutson, certified financial planner at Mayo Clinic joins us to give an in-depth look at wealth management for ophthalmologists. Mr. Knutson provides outstanding advice about everything from finding advisors and investigating firm fee structures, how to convert 529 accounts to Roth accounts, when to spend and when to save, to real estate and cryptocurrency. This is a can’t miss episode full of practical advice. 

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