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
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Securities offered through LPL Financial, Member FINRA/SIPC. Advice offered through NewEdge Advisors, a registered investment advisor. NewEdge Advisors and Jacobs, Coolidge & Company, LLC are separate entities from LPL Financial.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
Carl Coolidge – CA Insurance License #: 0I6279 | Russell Jacobs, III – CA Insurance License #: 0D13170 | Thomas C. Buchanan – CA Insurance License #: 4200301
