The UMAFS Podcast
Fluctuating Income

Fluctuating Income

May 22, 2020

Eric and Patrick discuss how to handle fluctuations in income.  

Medicare

Medicare

January 17, 2020

Chad and Katrina discuss Medicare and things to watch out for. 

Student Loans

Student Loans

November 21, 2019

Chad & Wendy Clark discuss student loans and repayment methods. 

Identifying Fraudulent Investments

Identifying Fraudulent Investments

September 27, 2019

Chad and Eric discuss identifying fraudulent investments and how to protect yourself as an investor. 

One House One Spouse

One House One Spouse

September 4, 2019

Patrick and Chad discuss the motto "One House, One Spouse" 

Tax Return Reviews

Tax Return Reviews

August 19, 2019

Chad and Trent discuss common issues they come across when reviewing tax returns. 

Estate Planning

Estate Planning

August 7, 2019

Chad and Greg Zaugg discuss estate planning and how it applies to physicians. 

Qualified Charitable Distributions

Qualified Charitable Distributions

July 22, 2019

Chad and Ryan discuss Qualified Charitable Distributions and several of the tax and logistical considerations for the strategy.

Building Credit

Building Credit

June 10, 2019

Chad and Jeff discuss the importance of managing and building good financial credit.

Managing Cash

Managing Cash

May 27, 2019

Chad and Trent discuss different options for managing cash within your investment portfolio.