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M Advisor Financial Advice for Medical Professionals and Business Owners.

Latest podcast episode. There's a good chance you have target date funds, and there's also a good chance that target dat...
09/30/2026

Latest podcast episode. There's a good chance you have target date funds, and there's also a good chance that target date funds may end up being the single-largest investment holding you own. Understanding how these funds work (and when they no longer work for you) might be eye-opening and impactful.

https://podcasts.apple.com/us/podcast/target-date-funds/id1613405436?i=1000792315379

Podcast Episode · M Advisor Podcast: Financial Clarity for Physicians · September 30 · 14m

Here's the latest podcast. "The treasure you seek in is the care you dare not enter" - Joseph Campbell
09/16/2026

Here's the latest podcast. "The treasure you seek in is the care you dare not enter" - Joseph Campbell



Podcast Episode · M Advisor Podcast: Financial Clarity for Physicians · September 15 · 8m

How you hold your cash is one of the most foundational components to a financial plan, yet it almost always gets ignored...
08/19/2026

How you hold your cash is one of the most foundational components to a financial plan, yet it almost always gets ignored. Cash management is a key to unlocking other parts of your plan.


Cash Management Cash management is often an undervalued topic in financial planning. The first reason it’s undervalued is that cash is normally a low-yield or low value asset. Another reason is that, unless you’re storing large amounts...

A major hospital in OKC started using 457(f) plans. Learn how they work here!
03/30/2026

A major hospital in OKC started using 457(f) plans. Learn how they work here!

Section 457 plans are forms of deferred compensation that allow employers to delay, or defer, current salary to a future date. Most active 457 plans are 457(b) plans, which fall in line with the limits and rules of normal 403(b)...

Download for Free: Questions to ask a financial advisor:
03/03/2026

Download for Free: Questions to ask a financial advisor:

For physicians, finding the right advisor can be a deeply satisfying and profitable relationship. Conversely, finding the wrong advisor can prove costly. Download the 24-question checklist to find that right advisor. 

Latest podcast:
03/03/2026

Latest podcast:

Podcast Episode · M Advisor Podcast: Financial Clarity for Physicians · February 27 · 11m

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