The UMAFS Podcast
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.

Owning Stocks

Owning Stocks

May 13, 2019

Chad and Patrick discuss the important role equities play in an investor’s financial plan.

Life Insurance

Life Insurance

April 29, 2019

Mathew and Chad share thoughts and ideas about incorporating life insurance into your financial plan.

College Savings

College Savings

April 15, 2019

Eric and Chad discuss ways to save for kids college experience.

Paying Down Debt vs Saving

Paying Down Debt vs Saving

April 1, 2019

Patrick Brady and Chad Kelley try to make sense of the age old question “Should I pay down debt or save for retirement?” Each option has its pros and cons and together they discuss how to approach this dilemma.