『M Advisor Podcast』のカバーアート

M Advisor Podcast

M Advisor Podcast

著者： Paul Morton CFP® ChFC®
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 Financial Planning for Millennial Physicians. Registered Representative: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA-SIPC. Investment Advisor Representative: Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor. M Advisor is not an affiliate of Cambridge Investment Research.All rights reserved 経済学
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  • Legacy Buckets

    Legacy Buckets
    2025/07/15
    We leave a different kind of legacy in various aspects of our lives. We leave a legacy for our spouses, our kids, and our clinics, among others. We'll explore some of the conversations and experiences that impact our legacy.
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    18 分
  • Naming an LLC

    Naming an LLC
    2025/06/30
    When you figure out you need an LLC, the question always looms: "What do I name the LLC?" Also, find out how to see what names are available and what names are already taken. This episode explores what kinds of LLCs and what uses of LLCs might be appropriate for what kind of LLC names.
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    11 分
  • Time Horizon Adjustment

    Time Horizon Adjustment
    2025/06/13
    Time horizon is generally defined as the period of time for which a specific investment account will stay invested before being utilized. Many times, an investment isn't allowed to enjoy its full time horizon due to our own behavior with our money. Adjusting your view for a much larger time horizon, and adjusting it for all of your assets might provide a different perspective on your life and legacy goals.
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    7 分

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