WealthKeel LLC
Hey there, I'm Chad 👋 … Certified Financial Planner®, Certified Student Loan Professional®, and founder of WealthKeel LLC. Each week, I release videos that teach you about financial planning, tax planning, investing, risk management, asset protection, and all the other aspects of your personal finances.
Financial wellness, work-life balance, and avoiding burnout involve more than just managing finances. The purpose of these videos is to assist you in achieving your financial objectives, while also freeing up your time to concentrate on your family, your profession, and the things you are passionate about.
My advisory firm, WealthKeel LLC, works with physicians (and dentists and vets 😉) like yourself. To learn more, visit us at wealthkeel.com and schedule a time to meet with an advisor.
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WealthKeel LLC, 615 Channelside Drive, Suite 207, Tampa, FL 33602; Advisory Services and Financial Planning offered through Vicus Capital, Inc., a Federally Registered Investment Advisor.
Net Unrealized Appreciation (NUA) Explained: How to Slash Taxes on Company Stock
Disability Insurance Unveiled: Expert Insights with Larry Keller on Protecting Your Future
Ask Me Anything: The Hidden Math Behind “Married Filing Separately”
Why We Still Favor Pre-Tax for Physicians in Their Peak Earning Years
How to Talk About Finances with your Partner
The Three Worst Places for Your Emergency Fund
Ask Me Anything: Why Doctors Wait Too Long to Get Wealthy
Review Your Tax Return- The Most Common Errors Exposed!
The 529 College Savings Plan (Your Questions Answered)
4 Ways to Invest in Your Kids Without Giving Them a Penny
Decoding the Cash Balance Plan (How to Turbocharge Your Retirement)
Ask Me Anything Ep. 6: Where should my money actually go first?
How 529 Plans Can Affect Your Financial Aid
Why the S&P 500 Index Is Not Enough
Do you have a Ticking Tax Bomb? Say hello to the RMD
Filling out Form 8606 for a Backdoor Roth IRA
3 Tax Strategies to Consider Before Retirement #tax planning #retirementplanning
Should Physicians Really Put 20% Down on a Home? Learn The Hidden Trade-Offs
You are Wasting your Time on Credit Card Points
What is a Guaranteed Standard Issue (GSI) Disability Insurance Policy?
What Is a Mega Backdoor Roth IRA And How Can I Do It?
The Most Neglected Part of Your Financial Plan: Your Health
Top Money Mistakes I See from Physicians and High-Income Earners
5 Must Dos to Get Your Financial House in Order to Start the Year
What Does A Financial Planner Do & When To Hire One?
New Attending Physician Pay Jump
What should you look for in a Financial Advisor?
Common Backdoor Roth IRA Questions
Year-End Tax Planning Deadlines & Items to Consider
Ask Me Anything Ep. 5: Got Student Loan, Housing, or Lifestyle Questions?