Issue link: https://viewer.e-digitaledition.com/i/737022
THE NIGHTMARE SCENARIO FOR A PHYSICIAN SEEKING SOUND FINANCIAL COUNSEL IS THAT HE OR SHE SELECTS AN ADVISER WHO IS DISHONEST OR INCOMPETENT. BUT IT IS ALSO PERILOUS TO CHOOSE A PERFECTLY HONEST ADVISER WHO IS COMPETENT IN THE ABSTRACT BUT L ACKS AN UNDERSTANDING OF PHYSICIAN-SPECIFIC INVESTMENT NEEDS. advice on Advisers BY STEVE BARRETT FOR EX AMPLE, FOR many physicians it is vita l to ensure that a potentia l adviser has an understanding of medica l student debt, Robin Rober tson, a Senior Wea lth Adviser for Tennessee-based Millennium Brokerage Group, tells AMA Wire, an online publication of the AMA. An adviser should be readily able to discuss whether a physi- cian should pay off his or her loans early on, as well as other loan repayment strategies. Questions about disability a lso fi g ure la rge in physicia ns' fi na ncia l pla nning. Advisers should be able to help physicians fi nd "the Cadillac of disability policies," Robertson tells A MA Wire, because their ability to earn a living is inextricably bound to their ability to work. Ne wer phy s ic i a n s s hou ld c on s ider pa r t ner i n g w it h a dv i sers of a si m i la r age, she adds. A young certifi ed fi nancia l planner will have a minimum four years of experience but will still be a ff ordable. Plu s , you n ger a dv i ser s a re w i l l i n g t o accept new clients, and the physician and adviser ca n form a solid relationship as their careers progress. n 11t h M ayo C l i n i c M e d i c a l a n d S u rg i c a l S p i n e C o u r s e CO M PR EH EN S I V E C ERV I CA L S PI N E U PDAT E 2017 January 13-14, 2017 January 12, 2017 – Optional Pre-Course Sessions • Hands-On Surgical Skills Lab: Posterior Approaches to the Cervical Spine • Hands-On Physical Exam Workshop for the Primary Care and Midlevel Provider • Hands-On Musculoskeletal Ultrasound Workshop Mayo Clinic | Phoenix, AZ ce.mayo.edu/spine2017 M D N E W S .C O M /// M D N E W S M I N N E S O TA ■ 2 016 F I N A N C E ❰❰❰❰❰ 0 9