Episode Details

In Episode 3 of Doctor's Wealth and Wellness, we explore the advantages of Roth versus pre-tax retirement plans, helping you make informed decisions during open enrollment. As a higher-income earner, a Roth 403(b) or 401(k) might be one of the few ways you can grow tax-free income for retirement, and we break down how to leverage this opportunity. On the wellness front, we draw parallels between pre-tax and post-tax financial planning and your health, emphasizing the importance of investing in small, consistent habits now to reap long-term wellness benefits. This episode provides practical, actionable advice to help you build both financial security and a healthier future.