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30 mins

102 – Financial Planning with Dr. Carolyn McClanahan, From MD to CFP

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Today’s guest can not only save a patient’s life, but also advice on how well diversified the patient’s retirement portfolio is. Okay, maybe this is an exaggerated example, but it’s really not that far from the truth. She is Dr. Carolyn McClanahan, Director of Financial Planning at Life Planning Partners, a fee-only financial advisory firm.

She completed her undergraduate degree at Mississippi University for Women and medical school at the University of Mississippi. After residency in Family Medicine at the Medical College of Virginia, she entered private practice and emergency medicine practice in Richmond, Virginia. After developing a passion for

In this episode, we’re going to talk about how helping her significant other’s investments turned into a passion that led to her leaving medicine and practicing full-time as a certified financial planner (CFP). We’ll also hear her thoughts on medicine’s gender pay way gap, as well as her tips for a healthy relationship with your financial advisor.

To learn more about Dr. McClanahan, please visit http://www.lifeplanningpartners.com or you can email her at cmcc@lifeplanningpartners.com.

Things you’ll learn in this episode:

  • Going from MD to CFP
  • How she helped her significant other with his investment
  • The gender pay wage gap
  • Tips for a healthy relationship with your Financial Advisor
  • How she answers #Imnotjustadoc

 

Resources:

NAPFA – https://www.napfa.org

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