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LongView Living: A Financial Education Resource for Physicians and Dentists

LongView Living: A Financial Education Resource for Physicians and Dentists

By LongView Planning Partners

Longview Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. Supervisory office located at 12 Cadillac Drive, Suite 440 Brentwood, TN 37027, 615-309-6300. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional.
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Inflation Shrinks Buying Power ft. Beau Hill

LongView Living: A Financial Education Resource for Physicians and DentistsSep 20, 2022

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Taxation of Life Insurance with John Jordan, CPA and Bryan Hurlbut

Taxation of Life Insurance with John Jordan, CPA and Bryan Hurlbut

Bryan Hurlbut and John Jordan join us for a discussion about how common insurance products are taxed.


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Physician Burnout ft. Beau Hill, CFP® and Dr. Paul Hill
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Managing Risk Through Diversification ft. John Prather, CFP® and Marcus Esposito, CFP®, ChFC®
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Tax Planning for 1099 Employees ft. Amanda Angle and Beau Hill

Tax Planning for 1099 Employees ft. Amanda Angle and Beau Hill

Reading the tax code is does not typically make the “to-do” list. Thankfully, in today’s episode, we are joined by CPA Amanda Angle who provides a few tactics that may be helpful for our 1099 contractors to implement.

We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)



LongView Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office located at [12 Cadillac Drive Suite 440 Nashville, TN, 615-309-6300]. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional. Not tax and legal.

LongView Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office located at [12 Cadillac Drive Suite 440 Nashville, TN, 615-309-6300]. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional. Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

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Federal Student Loans: Income Driven Repayment Strategies ft. Beau Hill & Marcus Esposito, CFP®, ChFC®
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Debt Management within the Context of a Comprehensive Financial Plan ft. Beau Hill and Marcus Esposito, CFP®, ChFC®

Debt Management within the Context of a Comprehensive Financial Plan ft. Beau Hill and Marcus Esposito, CFP®, ChFC®

Planning successfully is about achieving the goals one desires. With this, keep in mind, in planning we cannot lose sight of the bigger picture. Debt can be very emotional, and today's episode highlights key considerations for managing debt within the context of a plan. 


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A Big Thanks: A Special Episode ft. Advisors of LongView Planning Partners
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To achieve long-term goals with tax-efficient investment strategies, we are not trying to avoid paying taxes but rather be efficient in paying taxes over time. In this episode, John Prather, CFP® speaks with Regan Ryan, CFA®, Principal Director of Product Consulting at Envestnet, discuss strategies and consideration for doing so. 


We'd love to connect with you! To schedule a meeting to learn more, follow this link: Contact (longviewplan.com)

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LongView Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office located at [12 Cadillac Drive Suite 440 Nashville, TN, 615-309-6300]. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional. Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

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Rolling Over Your 401(k) ft. Cooper Smith

Rolling Over Your 401(k) ft. Cooper Smith

A new job comes with many exciting changes as well as many decisions. One of the decisions you may face is what to do with their employer sponsored retirement plan. There are several options when it comes to deciding what to do with your employer sponsored retirement plan, and it is important to find the plan that best fits your needs. This podcast outlines many of the options available to you when changing jobs. 

LongView Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office located at [12 Cadillac Drive, Suite 440, Brentwood, TN 37027, 615.309.6336]. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional. Registered representatives do not provide tax and/or legal advice. Clients should confer with their qualified legal, tax and accounting advisors as appropriate.

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Skeletons in Your Healthcare Employment Contract ft. Charles Key, JD and John Prather, CFP®

Skeletons in Your Healthcare Employment Contract ft. Charles Key, JD and John Prather, CFP®

What do you want out of a healthcare employment contract? A conversation with Charles Key, JD, a 30+ veteran healthcare contract attorney whose experience includes representation of both individuals and employers. 

LongView Planning Partners is a registered representative and investment adviser representative of MML Investors Services, LLC. (MMLIS) Member SIPC. LongView Planning Partners is not a subsidiary or affiliate of MML Investors Services, LLC or its affiliated companies. Supervisory office located at [12 Cadillac Drive, Suite 440, Brentwood, TN 37027, 615.309.6363]. MMLIS Registered representatives do not provide tax and/or legal advice. The views and opinions expressed are those of the program participants and are not necessarily those of MML Investors Services LLC. The material is not intended as recommendations appropriate for you. You should strongly consider seeking advice from your own investment professional.


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Maximize Charitable Giving with Donor Advised Funds ft. PK Thomas and Louis Holmes
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Mindful Cashflow Spending ft. Cooper Smith
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Own Occupation Disability Insurance: What is your risk tolerance relating to your income? ft. Andrew Stone and Cooper Smith
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A Complete Financial Plan ft. John Prather
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LongView Living: Introduction
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