M Advisor Podcast: Financial Clarity for Physicians

Income is your financial plan's most valuable resource. Protecting income is a fundamental necessity in your plan, and it's often one of the first steps in a financial plan, but I have always felt this purchase had been rushed and minimized. Purchasing life insurance is an emotional decision, and those emotions aren't discussed. A life insurance policy often acts as a love letter to your family, a...

We are excited to introduce the M Advisor Podcast with Paul Morton, CFP®, ChFC®! This first episode discusses some foundational components of your plan: how to save. There is a ton of information about what to do with savings or even how much to save, but I don't see many people discussing how to save effectively. This podcast explores some simple and practical ways to create savings habits that m...

I'm happy to announce the M advisor podcast. The M advisor podcast is intended to provide financial education on the emotional side of money for busy professionals such as physicians, dentists, executives, and business owners. The intention of the M advisor podcast is to instill clarity on what to do inside your financial plan, and just as important, the M Advisor Podcast seeks to help you underst...