Financial Planning Hot Takes

Welcome back and thank you for listening to another episode of Financial Clarity for Doctors!

 

Today we’re going to go against the grain and take a somewhat contrarian approach to the common themes you may see in typical headlines or blog posts.  These opinions may go against what you’ve been told before, or maybe they go under the radar. 

 

In this episode we discuss:

• Budgets Are Overrated
• Detailed Written Financial Plans Are Overrated
• 30 Yr Mortgage > 15 Year Mortgage if...
• Real Estate Typically Isn't a Great Investment
• Managing Expectations is the Biggest Driver of Happiness

 

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For more financial planning tips from Corey and Rachelle, find them on social media! 

 

LinkedIn: @CoreyJanoff and @RachelleVanderzanden; Instagram: @CoreyJanoff and @VanderzandenRachelle; and Twitter: @CoreyJanoffCFP and @RachelleFinance 

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Discussions in this show should not be construed as specific recommendations, legal, or investment advice. Always consult with your investment professional before making important investment decisions—advisory services through Cambridge Investment Research Advisors, Inc., a Registered Investment Advisor. Through Cambridge Investment Research, Inc., Securities are offered a registered Broker/Dealer, Member FINRA/SIPC. Finity Group and Cambridge are not affiliated.