ER Doc Advisor - Financial Planning & Taxes for Emergency Physicians

EP 11: Have You Been Naughty (or Nice) With Your Finances This Year?

Happy Holidays! In this episode, we review an exhaustive list of “naughty” financial behaviors you could have partaken in this year… and “nice” ones. If 2020 was tough on you, that’s understandable. This list can serve as an accountability plan for something to strive toward heading into a new year.

We aren’t here to make you feel bad about your financial behavior—this is all about finding the weak spots and making improvements in the future. Our goal is to give you some hints and clues if you’re not on the right track so that you can get back on the right track in the new year.

Topics Discussed:
  • The importance of setting financial goals.
  • How to best take advantage of deductions on 1099 income.
  • The deal with annuities and what you should (or shouldn’t) be doing about them.
  • Why a Whole Life Policy may not be the best option for you and what to do about it.
  • What to do if you’ve racked up credit card debt this year.
  • Why you should have an umbrella policy.
  • The unsustainable methods of spending many people are guilty of this year.

Resources Mentioned:


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Scott Wisniewski, EA