Description:

As a high-income medical professional, navigating the complexities of financial planning can be challenging. In this video, we dive into six essential strategies specifically designed for doctors like you, to help secure your retirement, protect your assets, and ensure your financial well-being.

What You'll Learn:

Balancing Loan Repayment and Retirement Savings: Learn how to strike the perfect balance between paying off student loans and investing in your retirement.

Prioritizing Retirement Over College Savings: Discover why securing your retirement should come before funding your children’s education.

Maximizing Tax-Advantaged Accounts: Understand how to minimize your tax burden through strategic contributions to 401(k)s, IRAs, and more.

Tax-Efficient Investing: Explore the benefits of investing in after-tax accounts to hedge against future tax increases.

Diversifying Income Streams: Find out how building additional income streams, like real estate or consulting, can provide financial stability.

Updating Your Estate Plan: Ensure your estate plan is comprehensive, up-to-date, and reflects your current life situation.

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Timestamps: 0:00 - Introduction 0:45 - Balancing Loan Repayment with Retirement Savings 2:15 - Prioritizing Retirement Over College Savings 3:45 - Maximizing Tax-Advantaged Accounts 5:30 - Tax-Efficient Investing Strategies 7:15 - Diversifying Income Streams 8:45 - Keeping Your Estate Plan Updated

Connect with Us:

Website: www.sixpointfp.com
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Disclaimer:

Content here is for illustrative purposes and general information only. It is not legal, tax, or individualized financial advice; nor is it a recommendation to buy, sell, or hold any specific security, or engage in any specific trading strategy.

All investing involves risk including loss of principal. Results will vary. Past performance is no indication of future results or success. Market conditions change continuously.

Information here is provided, in part, by third-party sources. These sources are generally deemed to be reliable; however, neither SixPoint Financial Partners, Private Client Services, nor RFG Advisory guarantee the accuracy of third-party sources.

The views expressed here are those of SixPoint Financial Partners. They do not necessarily represent those of Private Client Services, RFG Advisory, their employees, or their clients. This commentary should not be regarded as a description of advisory services provided by SixPoint Financial Partners or RFG Advisory, or performance returns of any client. The views reflected in the commentary are subject to change at any time without notice.

Securities offered by Registered Representatives through Private Client Services. Member FINRA / SIPC. Advisory services offered by Investment Advisory Representatives of RFG Advisory, LLC ("RFG Advisory" or "RFG") a registered investment advisor. Private Client Services, SixPoint Financial Partners, and RFG Advisory are unaffiliated entities. Advisory services are only offered to clients or prospective clients where RFG Advisory and its representatives are properly licensed or exempt from licensure. No advisory services may be rendered by RFG Advisory unless a client agreement is in place.

#FinancialPlanning #Doctors #RetirementPlanning #TaxStrategies #IncomeDiversification #EstatePlanning #HighIncomeProfessionals

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