Mayo Clinic Ophthalmology Podcast
Episode 47
Financial planning for the ophthalmologist: Investments and Wealth Management
May 29, 2024
36:16
Episode Description
Tom Knutson, certified financial planner at Mayo Clinic joins us to give an in-depth look at wealth management for ophthalmologists. Mr. Knutson provides outstanding advice about everything from finding advisors and investigating firm fee structures, how to convert 529 accounts to Roth accounts, when to spend and when to save, to real estate and cryptocurrency. This is a can’t miss episode full of practical advice.
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