4.9 • 2.3K Ratings
🗓️ 23 December 2021
⏱️ 63 minutes
🔗️ Recording | iTunes | RSS
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Our guest in this episode, Michelle Singletary, is a personal finance columnist for the Washington Post. Her award-winning column “The Color of Money” appears twice a week in dozens of newspapers across the country and is syndicated by the Washington Post news service and syndicate. She's a frequent contributor to NPR and CNN and has been on the Today Show and the Early Show. We discuss debt, inflation, how Covid affected women. giving back, and more in this interview. Michelle is our keynote speaker at our conference in February if you'd like to hear more from her! https://whitecoatinvestor.com/wcicon22
2021 has been a year with a long list of tax changes and we will still face additional surprises in early 2022. As a result, your current tax plan may not be tax-efficient and need a tune-up to make sure you’re keeping more of your hard-earned money! Medical professionals all over the country rely on Cerebral Tax Advisors for proactive tax planning strategies for doctors, helping them lower their effective tax rate and increase their wealth through court-tested and IRS-approved tax strategies. As the spouse of a physician, the lead tax strategist, Alexis Gallati, has nearly two decades of experience in high-level tax planning strategies and multi-state tax preparation. Cerebral’s services are flat-rate and they are focused on their client's return on investment. Check out Alexis’ book “Advanced Tax Planning for Medical Professionals” or if you’d like to 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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0:00.0 | This is the White Code Investor Podcast, where we help those who wear the White Code get a fair shake on Wall Street. |
0:06.0 | We've been helping doctors and other high-income professionals stop doing dumb things with their money since 2011. |
0:12.0 | Here's your host, Dr. Jim Dolly. |
0:18.0 | This is White Code Investor Podcast number 242, avoiding debt and giving back with Michelle Singletary. |
0:24.0 | 2021 has been a year with a long list of tax changes and will still face additional surprises in early 2022. |
0:30.0 | As a result, your current tax plan may not be tax-efficient, may need a tune-up to make sure you're keeping more of your hard-earned money. |
0:37.0 | Medical professionals all over the country rely on cerebral tax advisors for proactive tax planning strategies for doctors, helping them lower their effective tax rate and increase their wealth through court-tested and iris-approved tax strategies. |
0:48.0 | As a spousal position, the lead tax strategist, Alexis Galady, has nearly two decades of experience in high-level tax planning strategies and multi-state tax preparation. |
0:56.0 | Serial services are flat rate and are focused on their clients' return on investment. |
1:00.0 | Check out Alexis' book, Advanced Tax Planning for Medical Professionals, or if you'd like to schedule a free consultation, visit their website at www.serialtaxadvisors.com. |
1:09.0 | Welcome back to the podcast for recording this on December 13th. It will go live on December 23rd. |
1:16.0 | You should be aware that the next day after this goes live, December 24th through January 3rd, we are having a sale of our three main online courses. |
1:28.0 | That includes our Financial Wellness Course. That's the Fire Your Financial Advisor Course with the CME Credit, with the additional wellness content in it. |
1:38.0 | It includes our Fire Your Financial Advisor Course. This is our flagship course that helps you design your own financial plan. |
1:46.0 | Also, the CFE 2021 Course, continuing financial education 2021 course. |
1:52.0 | If you buy any of those during that time period, the 24th through the 3rd of January, we will give you CFE Las Vegas, absolutely free. |
2:02.0 | It's 50 hours of content. It's basically more than doubling your content for most of these courses. |
2:09.0 | It's really a pretty awesome addition to what you're getting for that. |
2:13.0 | Check that out, whitecodeinvestor.teachable.com. Look for the bundles there. This will show up as the course bundle. |
2:20.0 | Basically, we're bundling these courses together for that time period, and you can get a great deal on it. |
2:26.0 | If you want to get yourself a Christmas present or somebody else a Christmas present, this is a great way for you to be able to do so. |
2:34.0 | Especially if you waited until the last minute. You can buy this one on Christmas Eve. No problem. |
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