In this episode, host Kristina McAteer, MD, invites Dan Forbes, CEO of Forbes Financial, to explore the intricacies of retirement planning centered around the Roth IRA. They highlight its gold standard status due to the absence of minimum distribution requirements, making it a key consideration for tax planning. Listeners learn the flexibility of investing in both Roth and traditional IRAs simultaneously, enabling yearly review of tax liabilities and strategic investment decisions. The discussio...
Apr 02, 2024•35 min•Season 4Ep. 3
Part 2 of Katherine Vesness and Dr. Kristina McAteer's discussion on how to make credit cards work for you, what types of cards are valuable and why, along with how credit scores are calculated. Key tips on how your credit score is compiled and what you can do to optimize your score now!
Mar 30, 2022•30 min•Season 3Ep. 44
The credit card: a helpful, useful, sometimes essential, occasionally financially devastating tool that occupies a major place in many families financial picture. This month we take a hard look in part one of our two part series on the credit card and how it may be used to bolster one’s financial foundation. We also examine the pitfalls and consequences of credit care usage left unchecked. Ms. Katherine Vessenes, CFP®, RFC, Founder and President of MD Financial Advisors, joins us for our monthly...
Feb 28, 2022•15 min•Season 3Ep. 43
Jan 31, 2022•30 min•Season 3Ep. 42
We could name this one “Things I Wish I Knew Before” but it is the beginning of summer and positivity is the word!! Of course, knowing it all ahead of time is generally not in the cards for a graduating resident but we are here to help you chart that course into the life of an attending with the benefit of decades of experience from peers. Back again to assist with the transition to the next phase is our intrepid navigator of all things finance, Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and...
Jun 30, 2021•32 min
Here comes the the big three... Inflation – too many dollars chasing too few goods. We also have an abundance of college educated workers but too few in blue collar trades so prices are increasing. Doctors are in the cross hairs of the proposed tax increases due to the physician income. Congress proposes to increase the tax rates but also increase the tax brackets. Now lower income will get you to a higher percentage tax bracket. Estate taxes are also proposed to increase which will affect physi...
Apr 25, 2021•33 min•Season 2Ep. 34
It has been said that the average taxpayer shouldn't be embarrassed about not fully understanding taxes. Quite frankly, who really does? Earned Income Tax Credit, multiple exemptions, filing deadlines ~ head scratchers for most, but we are here to help! To help guide us off of the dock and into the ever shifting waters often law is our professor of finance, Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors.
Mar 23, 2021•42 min•Season 2Ep. 14
This month we tackle the topic of inflation, the elephant in the room in any discussion on what your money can do for you long term. What is inflation? It's an economics term that means you have to spend more to fill your gas tank, buy a gallon of milk, or get a haircut. In other words, it increases your cost of living. Enjoy a deep dive on this incredibly important topic with Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors.
Feb 27, 2021•33 min•Season 3Ep. 28
Jan 28, 2021•44 min
We close out 2020 with a close look at the one of the more difficult segments of the retirement journey; those years leading up to end of the voyage. It is the final few miles that contain the unseen hazards that lurk just below the waterline, and it is not uncommon to bump into a rock (or two) before dropping anchor at the retirement destination. Our intrepid navigator of all things finance, Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors, is back to guide ...
Dec 29, 2020•36 min
Happy Thanksgiving everyone…we are back with the latest installment of Money Minutes for Doctors: Retirement Basics. This month we talk about what to expect upon retirement and the necessary planning that is essential to sailing off into the sunset. Hint: it is not as easy as dropping an anchor into a seemingly safe harbor! We are pleased to welcome back Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors.
Nov 28, 2020•38 min
We are back with the third installment of our discussion of side gigs. The planning is over, the course is plotted, and you have finally pointed your vessel toward the horizon ~ adventure is finally yours! This is where sound tactical and strategic decisions will determine where and how far this journey to financial wellness will go. This month we revisit the side gig and and important points to consider once you have thrown off your mooring lines and are finally underway! Once again, we are ple...
Nov 01, 2020•38 min
“I wish to have no connection with any ship that does not sail fast; for I intend to go in harm's way.” ~ John Paul Jones, 1778 Last month we talked about the unique opportunities and benefits of the side gig with Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors. But like any long sea voyage worth taking, there should be a long process of planning and analysis. And make no mistake, It is daunting to consider casting off the lines and pointing your bow into un...
Oct 02, 2020•24 min•Season 2Ep. 23
The human devastation of COVID-19 is without peer…but the economic effects are not close behind. In this episode we discuss how the novel Coronavirus has altered the world’s financial landscape and how to survive the veritable hurricane that is currently ravaging the global economy. Without question, the steps we take now will help us survive into the future (physically and financially). Here to discuss the emerging and ever changing financial reality is Ms. Katherine Vessenes.
May 05, 2020•29 min•Ep. 24
Dr. Kate Moretti has started a project to collect stories of healthcare workers and human moments in the midst of the COVID 19 pandemic. If you have a story to contribute, email us here: Behind The Mask: Human Moments in the Era of COVID
May 03, 2020•10 min
And now for a dreadful subject that ~ at best ~ was glossed over during your university years: Student Debt . Ah yes…the one topic that was not in the shiny brochure you picked up at the college fair. “But”, you say, “I am a doctor! This should be an easy one!” Well, unfortunately it is not that simple and we just can’t write an order to make this one go away. It is an unfortunate reality that many young physicians face coming out of medical school and one that needs a very detailed plan to navi...
Oct 26, 2019•47 min
LOCATION, LOCATION, LOCATION…that’s it, right?? Turns out ~ not quite!! This month’s edition of MMFD takes a hard look into the ins and outs of one of the largest purchases a person or family ever have to make…buying a home. It is not as easy as you may think and a measure of research goes a very long way. Back to help us navigate the shifting tides of the real estate market and the shoals of home purchasing is Ms. Katherine Vessenes.
Oct 26, 2019•35 min
Dr. Jessie Werner interviews Dr. Jessica Mason about her career in medical education podcasting.
Jun 11, 2019•39 min
Apr 23, 2019•22 min•Season 2Ep. 4
Mar 19, 2019•37 min•Season 2Ep. 3
The market is up…the market is down…the sky is falling…the best year ever!! Welcome back to our monthly financial podcast, Money Minutes for Doctors. This month we talk with Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors, about the rollercoaster that was the world of finance in 2018 and where the market appears to be headed in the coming months.
Feb 20, 2019•36 min•Season 2Ep. 2
Welcome back to our monthly financial podcast! In this episode we jump back into contracts with part two of one of the most important topics for a physician coming out of residency. As usual, our talk is with Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors. Enjoy!!
Jan 25, 2019•53 min•Season 2Ep. 1
Discussion of the employment contract for physicians.
Dec 31, 2018•30 min•Season 1Ep. 10
Welcome to the 9th installment of our monthly podcast dedicated to financial education and wellness, Money Minutes for Doctors. This month we sit down with Ms. Katherine Vessenes, JD, CFP®, RFC, Founder and President of MD Financial Advisors, to talk about an often neglected topic in financial planning, what to do when encountered with the unspeakable reality of a catastrophe. In the past six months alone, communities on the east and west coasts of the United States have absorbed natural disaste...
Nov 27, 2018•34 min•Season 1Ep. 9
Welcome to the eighth edition of our monthly financial podcast, Money Minutes for Doctors. This month we take a look at financial trends unique to female physicians. Todays doctors are going to be working harder, logging longer hours, and getting paid less; thus the need to stay engaged with one’s finances, and to work closely with a qualified financial advisor to build financial security. This month Katherine Vessnes uses her expertise in guiding female clients to examine some of the mistakes t...
Nov 06, 2018•42 min•Season 1Ep. 8
Oct 02, 2018•41 min
Aug 30, 2018•40 min
In this episode of the Brown Emergency Medicine Podcast Series we speak with Dr. Steven Selbst, a pediatric emergency medicine physician in Wilmington, DE. Dr. Selbst discusses his path in medicine – having first completed a residency in pediatrics and then becoming one of the first pediatric emergency medicine physicians. He offers tips he’s learned along the way and words of wisdom regarding medico-legal issues, which he has significant experience speaking and writing about.
Aug 06, 2018•30 min
Jul 24, 2018•33 min
Brown Visiting Professor Series
Jul 17, 2018•44 min
