Financial videos

[Video] Prescription for financial health: Tips for early-stage physicians (part 1 of 4)In this video, Jeff Witz, CFP, outlines the common characteristics found in financially successful physicians and shares basic financial concepts.
[Video] Prescription for financial health: Risk management (part 2 of 4)In this video, Jeff Witz, CFP, discusses Economic Life Value as well as life and disability insurance.
[Video] Prescription for financial health: Accumulation/investments (part 3 of 4)In this video, Jeff Witz, CFP, explains "loanership" and "ownership" investment assets and shares the top five reasons for investment loss.
[Video] Prescription for financial health: Asset protection (part 4 of 4)In this video, Jeff Witz, CFP, outlines common asset protection strategies and discusses estate taxes.