I remember, as a child, sitting around the dinner table with my siblings and parents, having discussions and debates about school, finances, and world events. These discussions would continue until we determined the answer. Sometimes it took hours to find answers to our questions. We would pull out the Encyclopedia Britannica, other books or the World Atlas, and finally, if we still couldn’t find what we were looking for, we would call Grandma and Grandpa. In those days, whoever was the oldest always had an answer and was always right!
Fast forward to 2020. Think about the same dinner table discussion. How long would it take you to find an answer to a debated topic? Seconds? Every person at the table would pull out their smart phone and, within seconds, have an answer through Google. Isn’t technology a wonderful thing? Yes, if that answer is correct. But most of us know that there is not just one answer to many questions. There are thousands of links and pages with potentially conflicting advice. Message boards and Facebook groups filled with opinions and often unsolicited advice. By the end of your search, you may be overloaded and have more questions than answers.
The same goes for every topic – including how to manage your wealth. This is what led us to create our “Live Like a Resident – Transition to Practice” webinar series. Our first webinar launched on Thursday December 4, 2020.
The primary goal of these online seminars is to provide residents and those in the process of transitioning to practice with relevant and comprehensive answers to questions they have, based on real concrete information and real-life experiences. We work with physicians through all life stages, from medical school to residency to practice to retirement. Merging key learnings from their personal situations and our expertise in wealth management, our webinars answer the most pressing questions and decisions that residents have to make when making the leap from education to practice.
Regularly, we will highlight a new topic in our blogs and webinars:
- What does incorporating mean, and when should I consider incorporating?
- Should I pay down debt, invest, or do both?
- Building wealth: tips for newly practicing physicians.
- Home ownership: What types of real estate should I look at?
- Risk management: What insurance protection should I be considering?
This is the opportune time to surround yourself with best practices and a team that is focused on medical, integrated advice with your best interests at heart.
And to support local restaurants in these difficult times, we have dinner delivered to everyone who registers. Our webinars are not restricted by location.
To sign up for our next webinar, contact us.
The views expressed in this commentary are those of Tall Oak Capital Advisors as at the date of publication and are subject to change without notice. This commentary is presented only as a general source of information and is not intended as a solicitation to buy or sell specific investments, nor is it intended to provide tax or legal advice. Statistics, factual data and other information are from sources Tall Oak believes to be reliable but their accuracy cannot be guaranteed. This commentary is intended for distribution only in those jurisdictions where Tall Oak Capital Advisors are registered. Securities-related products and services are offered through Raymond James Correspondent Services Ltd., member Canadian Investor Protection Fund. Insurance products and services are offered through Gryphin Advantage Inc., which is not a member-Canadian Investor Protection Fund. This commentary may provide links to other Internet sites for the convenience of users. Tall Oak Capital Advisors is not responsible for the availability or content of these external sites, nor does Tall Oak Capital Advisors endorse, warrant or guarantee the products, services or information described or offered at these other Internet sites. Users cannot assume that the external sites will abide by the same Privacy Policy which Tall Oak Capital Advisors adheres to.
