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M Advisor Podcast: Financial Clarity for Physicians

Financial Planning for Physicians.Registered Representative: Securities offered through Cambridge Investment Research, Inc., a Broker/Dealer, Member FINRA-SIPC. Investment Advisor Representative: Cambridge Investment Research Advisors, Inc. a Registered Investment Advisor.

Podcast · By Paul Morton, CFP® · English · Official site

Indexed episodes, last 90 days
4
Latest publication
Sep 15, 2026
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Jul 15, 2026

Latest episodes

  1. Episode · Sep 15, 2026

    "The Treasure You Seek..." (opens the original)

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    "The treasure you seek in is the care you dare not enter" - Joseph Campbell This quote struck me recently, and it is pertinent to many areas of our lives, and it's no different with financial planning. Finances can be complicated and scary. Our next achievement in personal growth might come from facing a scary task.

  2. Episode · Aug 31, 2026

    One Thing Physicians Get Wrong in Their Finances (opens the original)

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    What is one thing physicians often miss with their finances? It's making sure they save before they spend. Lifestyle creep is a real thing, but physicians often have to deal with lifestyle accumulation throughout medical school, residency, and fellowship. The best time to start saving was in the past; the next-best time is now.

  3. Episode · Aug 14, 2026

    The Cost of Certainty (opens the original)

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    Is Uncertainty the villain in our finances? I don't think so. We're not trying to solve for certainty, as there is a cost to certainty. We're solving for success. How can we tell which is which?

  4. Episode · Jul 15, 2026

    Parable of the Mexican Fisherman (opens the original)

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    I've heard this story several times during the last few months, so while it's a fairly common story, I thought I'd still share and give some thoughts on it. You can complete a web search for "Mexican Fisherman Story" and read the same or similar version I read. What I gather from this story is: -Don't follow someone else's dreams/goals -Understand your priorities

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