64. A Journey To Find My Financial Advisor

Hi! I'm Dr. Myrdalis Diaz-Ramirez. Join us on an incredible journey as we explore the quest to find the perfect financial advisor! Welcome to Episode #64! Tune in to our latest episode of Design Your Physician Life Podcast, where we dive deep into 𝗔 𝗝𝗼𝘂𝗿𝗻𝗲𝘆 𝗧𝗼 𝗙𝗶𝗻𝗱 𝗠𝘆 𝗙𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗔𝗱𝘃𝗶𝘀𝗼𝗿. Don't miss out! Join us on this exciting adventure and unlock the secrets to finding YOUR financial advisor!

Follow Dr. Myrdalis Diaz at these links:

• Website: drmyrdalisdiaz.com
• Podcast: Design Your Physician Life
• Linkedin: drmyrdalis
• Facebook: myrdalisdiaz
• Instagram: drmyrdalisdiaz

Chapters

• 0:00 Intro
• 0:44 Topic Introduction
• 1:28 Financial Literacy
• 1:46 My Family Background
• 3:35 Medical School & Money
• 4:36 Introduction to Financial Advisors
• 5:48 Experiences with the Financial Advisor
• 8:37 A Frustrating Process
• 9:54 More Money and another Advisor
• 11:41 A Major Awakening
• 12:45 Finally, a Fiduciary!
• 14:29 Gaining Financial Literacy
• 15:26 The Fiduciary Process... and Mindset
• 17:09 Developing a Vision First
• 17:39 So, who are these Fiduciaries?
• 18:28 How do they work... for you?
• 20:15 More on Our Fiduciary Experience
• 21:06 Budgeting
• 22:27 Getting Ahead in Our Finances
• 23:35 How do you find a Fiduciary?
• 24:57 Some Key Questions for Fiduciaries
• 27:21 Experience Working with Physicians
• 27:58 The Financial Buckets
• 29:26 Getting References & Testimonials
• 30:01 Is your Fiduciary engaged in education?
• 30:54 Set Clear Expectations
• 31:40 Finances are a Family Affair
• 33:00 Risk Management Approach
• 34:08 How is Success Measured?
• 34:48 Get Help from the Experts
• 36:10 Final Thoughts
• 36:56 Contact Info
• 37:13 Outro