MD Financial

04/30/2026

Doctors, here is your Benchmark Performance Update for Q1 of 2026.

https://buff.ly/Aap7DPw

04/16/2026

Are you transitioning into a leadership role at work?

MD Financial’s CEO and Founder Katherine Vessenes, JD, CFP®, talked to Dr. Brian Clyne, MD, MHL, about his side gig, leadership coaching, in today’s episode of More Money Minutes for Doctors. Dr. Clyne shared his experience with doctors and how he has helped them in times of transition at work.

Click the link below to learn more.

https://buff.ly/MRJnEYz

03/26/2026

Would you like a peek into what successful doctors are doing with their own finances?

In this week’s episode of More Money Minutes for Doctors, CEO and President Katherine Vessenes, JD, CFP©, sits down with Dr. Nicole Grenier, MD, for another segment of “Quick Financial Tips from Your Colleagues”.

Click the link below to learn more!

https://buff.ly/LcKzmdp

03/12/2026

How confident are you actually feeling about your taxes? CEO and Founder, Katherine Vessenes, JD, CFP©, sat down with Vivian Le, CPA to discuss what doctors should be doing to make their taxes easier in today’s episode of More Money Minutes for Doctors.

Click the link below to find out more.

https://buff.ly/GZWva7z

02/26/2026

As tax season approaches, we wanted to share an annual reminder about some important tax information written by Financial Advisor and CIO, Josh Lantz, CRPC©.

Click the link below to read 4 Common Tax Mistakes Doctors Make

https://buff.ly/LxejplU

As tax season approaches, we wanted to share an annual reminder about some important tax information written by Financial Advisor and CIO, Josh Lantz, CRPC©. The article is pertinent to this tax season as it covers the most common tax filing mistakes we see doctors and their families make.

02/12/2026

Katherine Vessenes, CEO and Founder of MD Financial Advisors, sat down with Dr. Brian Clyne for the third episode of More Money Minutes for Doctors’ latest series Quick Financial Tips from Your Colleagues.

Click the link below to watch the video or read more!

https://buff.ly/clGMCE8

01/29/2026

In the second episode of More Money Minutes for Doctors’ new series, Quick Financial Tips from Your Colleagues, Katherine Vessenes, CEO and Founder of MD Financial Advisors sits down with Dr. Andrew Caraganis and Dr. Emily Van Kirk to get their tips.

https://buff.ly/EXlR3Iw

01/15/2026

Doctors, here is your Benchmark Performance Update for Q4 of 2025.

https://buff.ly/VgAvU3q

12/18/2025

What if there were just two things you could do to make your financial future brighter?
Katherine Vessenes, CEO and Founder of MD Financial Advisors, asked Dr. Chris Mozdzanowski this in the first of More Money Minutes for Doctors’ new series, Quick Financial Tips from Your Colleagues. Click the link below to listen or read more about her interview with Dr. Mozdzanowski.

https://buff.ly/Ra6m0r3

11/20/2025

Did you know that November is long-term care (LTC) awareness month? In today’s article, our CIO and Financial Advisor Josh Lantz, CRPC©, goes over some of the things all doctors should be thinking about. Read more below!

https://buff.ly/7XqK52A