Planning for Life Podcast
How to Succeed Financially as a Physician
Physicians need a financial planner who understands the joys and challenges that come with a career in medicine.
Enter, Carl Coolidge.
Carl and his team specialize in creating comprehensive financial plans that meet physicians’ unique needs. Carl has been serving physicians for over 20 years and finds great enjoyment working with this clientele.
In this episode, Carl explains the unique financial challenges that physicians face and the financial mistakes he has seen physicians make. Carl also discusses what type of insurance physicians are usually eager to get, and —don’t miss this— Carl shares his biggest call to action for doctors who are just starting their careers.
Tune in and learn how Carl and his team can help you succeed financially as a physician. Then, call their office at 912-265-2876 to chat about building your own long-term game plan.
Jacobs, Coolidge & Company, LLC
CRN201908-235212
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Securities and investment advisory services offered through qualified registered representatives of MML Investors Services, LLC. Member SIPC. www.sipc.org. Jacobs, Coolidge & Company, LLC is not a subsidiary or affiliate of MML Investors Services, LLC, or its affiliated companies. 1000 Corporate Drive, Suite 700, Fort Lauderdale, FL 33334, 954-938-8800. We have agents licensed to sell insurance in the following jurisdiction(s): Georgia, Florida, North Carolina, South Carolina, North Dakota, New York, Connecticut, Colorado, California, Michigan, New Jersey. We have agents licensed to sell securities in the following jurisdiction(s): Georgia, Florida, Indiana, Maryland, North Dakota, New York, South Carolina, Texas. Carl Coolidge, CA Insurance License 0I16279, State of Domicile: GA. Russell Jacbos, III, CA Insurance License 0D13170, State of Domicile: GA. CRN202211-274137
