Common Questions We Get

In this episode of Financial Clarity for Doctors, Corey Janoff and Rachelle Vanderzanden walk through some of the most common questions they hear from clients.  Everything from ‘why is the sky blue?’ to ‘how do you capture a swarm of honeybees?’  Just kidding!  They’re all questions about money.  Below are a few examples.

Common questions include:

• Is now a good time to invest?
• Should I make changes to my investments based on current news headlines?
• Should I try to pay off my mortgage quickly?
• Should I invest in real estate?
• Should I pay for my new car in cash or take out an auto loan?
• Do you think PSLF is going away?
• Do I really need disability or life insurance?
• And many, many more….

Everyone has questions!  Listen to the full episode to hear how Corey and Rachelle tackle these ones with clients on a day-to-day basis.

For more financial planning tips from Corey and Rachelle, you can reach out to them at podcast@thefinitygroup.com. They would love to hear your questions and ideas for upcoming episodes.

Discussions in this show should not be construed as specific recommendations or investment advice. Always consult with your investment professional before making important investment decisions. Securities offered through Registered Representatives of Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC. Advisory services offered through Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Finity Group, LLC and Cambridge are not affiliated. Cambridge does not offer tax or legal advice.