011 – Ask Dr. Darko featuring Katie Brewer

Katie Brewer, CFP
Katie Brewer, CFP

Katie Brewer, a fee-only financial planner was a guest on episode 4 and discussed basic financial educational tips for physicians. Based on the downloads, that was a favorite among you all! In this episode, Katie Brewer and I get to answer various financial questions from our listeners.

Dr. O – Virginia

  • Are variable annuities a viable financial product and if not what’s a better product?

Dr. L – Massachusetts

  • I have close to 100k in federal student loans with interest rates between 3 to 4%; when is it better to invest vs pay off student loans?
  • What’s the maximum amount I can invest in a 529 account for my kids?

Dr. C – Kansas

  • Why are so many people pushing index funds over individual stock?
  • What are your thoughts on Robo advisors vs investing on your own?
  • What about Peer to Peer lending?

 

You can learn more about Katie Brewer and her fee-only financial planning firm at Your Richest Life.

Here’s the article Katie mentioned in her answer to Dr. C – The 7 Deadly Sins of Investing

 

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