Finance and Wealth

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Financial management and investment strategies tailored specifically to doctors, addressing their unique financial challenges, such as student debt, and complex tax situations due to their high-earning potential.

EP. 1: Building practice growth through business credit cards

Stacey Worsley

February 20th 2024

Stacey Worsley, Assistant Vice President and Business Development Manager at U.S. Bank, discusses the value of business credit cards, including how they can help medical practices improve cash flow and other benefits.

EP. 2: Unlocking financial independence: Strategies to help doctors retire on their own terms

Bill Martin

June 20th 2024

Hear from doctors and financial professionals as we unlock the pathways to optimizing your retirement savings.

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2 Commerce Drive
Cranbury, NJ 08512

609-716-7777