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GenFi TV

How GenFi got into physician market

What Makes GenFi unique: accountability, education, empowerment

The GenFi financial planning process, including the “Zero Meeting”

How does GenFi get paid?

Do you really need disability insurance?

How docs think taxes work vs. how they ACTUALLY work.

Roth (IRA/401k) > Pre-Tax accounts?

HSA: the only triple tax-free investment

“RARE” Syndrome: Resident to Attending Risk Evolution

Chasing Financial Waterfalls: where to put your first $1

Check the background of this investment professional