The Surprising Way Divorce Can Devastate Your Roth IRA #shorts
Is Marriage Harmful To Your Roth Ira? It's Possible... #shorts
How To Fix Your Roth IRA: Removing Excess Contributions Made Easy! #shorts
Watch Out! Why An Income Jump Can Destroy Your Roth IRA! #shorts
Pitfalls That Could Destroy Your Roth IRA - Don't Miss These Key Stats! #shorts
Maximizing Your Health Savings Account: How To Strategically Save Cash! #shorts #hsa
Maximizing Your HSA Investment Opportunities #shorts #hsa
Maximize Your HSA Benefits With Smart Receipt-Keeping! #shorts #hsa
Supercharge Your Wealth With HSA Investing #shorts #hsa
Unlock the Power of HSAs: Building a Stealth IRA #shorts #hsa
Avoiding Uncontrolled Debt! #shorts #debt
You're Not Invincible, But You Can Still Protect Yourself. Learn About Disability Insurance #shorts
The Pro-Rata Rule with your Backdoor Roth IRA! #Shorts #rothira
Don't have these in your Roth IRA! #Shorts #rothira
What is a Backdoor Roth IRA? #Shorts #rothira
Physician Mortgages and ARMs #shorts #physician
529 To Roth IRA, Same Person Rule #shorts #529 #rothira
529 To Roth IRA Funding Limits #shorts
529 To Roth The 15 Year Rule #shorts #529 #rothira
529 To Roth The 5 Year Rule #shorts #529 #rothira
Who Qualifies for a Physician Mortgage? #shorts #physician
What is a Physician Mortgage? #shorts #physician
Avoid Divorce to Secure Long-Term Wealth #shorts
Escape the Trap of Bad Debt Now #shorts
Taking Charge of Education Costs for a Better Future 💫 #shorts
Embrace Low-Cost Hobbies for a Well-Rounded Lifestyle #shorts
Maximize Your Tax Savings and Charitable Impact with a Donor-Advised Fund #shorts
Explore the Benefits of Tax Loss Harvesting! #shorts
Year-End Investment Planning Tips: Max Out Your Retirement Accounts! #shorts
Ensure Accurate Student Loan Payments: Don't Overpay! Take Control of Your Finances #shorts
Opt out of automatic student loan IRS share #shorts
Master Your Finances with Expert Organization | Financial Advisor Tips #shorts
Accountability is key for financial success! 🌟 #shorts
Providing Ongoing Guidance #shorts
Combating Stress through Financial Psychiatry #shorts
Navigating life goals with comprehensive financial plans #shorts
Maximize Your Retirement Savings Today #shorts
Assuring Tomorrow's Income with Disability Insurance #shorts
Get financial security for you and your loved ones #shorts
Smoothing Your IDR Process with Auto-Recertification #shorts
Choosing Between Rolls Royce and High Deductibles Health Plans #shorts
Why you need to thoroughly review your open enrollment packet #shorts
Exciting Student Loan Forgiveness News! Don't Miss Out! 💼💸 #shorts
Home office tax deductions for self-employed physicians #shorts
Maximizing Vehicle Tax Deductions for Physicians #shorts
Internet and phone tax deduction for self-employed physicians #shorts
Tax Savings for 1099 Physicians: Mastering Business Travel Expenses!
Supercharge Your Retirement Savings: Exploring New Options for 1099 Income. #shorts
Hey there, I'm Chad 👋 … Certified Financial Planner®, Certified Student Loan Professional®, and founder of WealthKeel LLC. Each week, I release videos that teach you about financial planning, tax planning, investing, risk management, asset protection, and all the other aspects of your personal finances.
Financial wellness, work-life balance, and avoiding burnout involve more than just managing finances. The purpose of these videos is to assist you in achieving your financial objectives, while also freeing up your time to concentrate on your family, your profession, and the things you are passionate about.
My advisory firm, WealthKeel LLC, works with physicians (and dentists and vets 😉) like yourself. To learn more, visit us at wealthkeel.com and schedule a time to meet with an advisor.
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WealthKeel LLC, 615 Channelside Drive, Suite 207, Tampa, FL 33602; Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.