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Episode 2. Joel Greenwald, MD, CFP Basics of Financial Planning

Episode 2. Joel Greenwald, MD, CFP Basics of Financial Planning

Doctor Money Matters · Doctor Money Matters

March 17, 201732m 36s

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Show Notes

Welcome to episode 2. In this episode, our guest is Joel Greenwald, MD, CFP an internist who became a financial planner. Dr. Greenwald's company focuses on helping health care professionals with their financial situation. We discuss what to look for in a financial planner, when to start this process, and what you need to learn about retirement accounts. Click here for the episode 2 continuing education quiz.