004 – Financial Ed. for Docs 101 – with Katie Brewer, CFP

Katie Brewer, CFP
Katie Brewer, CFP

Class is in session! That’s right.. we’re getting an education on personal finance and financial independence from Katie Brewer, CFP. She’s a fee-only certified financial planner and owner of the financial advising firm – Your Richest Life.  With a focus on both Gen X and Y’ers, you’ll find her advice in various media sources including Forbes, The New York Times, and podcasts like Stacking Benjamins and His & Her Money.

In this episode you’ll learn:

  • What you should look for in a financial advisor
  • Understand the different pay structures for financial advisors
  • Top three doctor financial mistakes
  • How to break the cycle of living paycheck to paycheck
  • What does it mean to be financially independent
  • Get the basics of investing – like what is a stock? A bond? What is passive vs active investing

 

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