Helping Physicians Navigate Market Volatility
The Doctors Eyes Only podcast is back! In this episode, Lauren and Kameron talk about the impact of high-interest rates on the market today, how physicians can take advantage of the student loan forgiveness plan, and how doctors can cope with market volatility.
Key Takeaways
- [01:50] - The impact of high-interest rates on the market today.
- [04:42] - Creative ways to get better interest rates.
- [10:06] - Student loan forgiveness plan: what it is and how it works.
- [14:05] - How physicians can take advantage of student loan forgiveness.
- [21:53] - How physicians can cope with market volatility.
- [24:56] - An example of how Kameron helps physicians navigate volatile markets.
- [32:13] - What to expect in upcoming episodes.
Quotes
[05:26] - "Looking at these different financing vehicles, what assets you have, and where the equity is, you can play that arbitrage to get a better interest rate depending on what you're trying to finance. Be creative" ~ Kameron Helmuth
[08:32] - "Financial planning and investment management is a dynamic process. If you set it and forget it, and make decisions the way you always have, that may or may not be the best route to go given the current circumstances in the current environment." ~ Lauren Oschman
[28:10] - "Our clients exposed to private equities and private companies felt less volatility in these past eight months. If you don't have exposure to that and you are a seasoned investor, there are big opportunities that you might be missing out on to add some level of diversification and potential upside. But the biggest thing is reducing the volatility." - Kameron Helmuth
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