Today on the podcast we are answering your questions covering an array of topics. We spend some time on where the best place to save your money is when you need to be able to access it sooner than later. We cover when it is appropriate to carry under insured motorist coverage, we break down the different kind of CDs out there and even discuss some changes made to Venmo and whether or not that might affect your taxes.
Alexis Gallati, founder of Cerebral Tax Advisors, has more than two decades of experience in high level tax planning strategies and multi-state tax preparation. She’s also the author of the book “Advanced Tax Planning for Medical Professionals”, grew up in a family of physicians and is married to one. Medical professionals rely on Cerebral Tax Advisors for proactive tax planning strategies for doctors, helping them lower their effective tax rate and increase their wealth. If you’d like to find out more or schedule a free consultation, visit their website at https://www.cerebraltaxadvisors.com
The White Coat Investor has been helping doctors with their money since 2011. Our free financial planning resource covers a variety of topics from doctor mortgage loans and refinancing medical school loans to physician disability insurance and malpractice insurance. Learn about loan refinancing or consolidation, explore new investment strategies, and discover loan programs for specifically aimed at helping doctors. If you're a high-income professional and ready to get a "fair shake" on Wall Street, The White Coat Investor channel is for you!
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