Sep 14, 2026 · 16 min · 10 segments
If you’re in healthcare or academia and you already have a CPA, it’s easy to assume your tax and financial picture is fully covered. It isn’t, and this episode explains exactly where the line falls…
Today, we're going to answer a question that I hear from friends in health care all the time.
Do I need a financial advisor if I already have a CPA? You've got somebody that does your taxes every year.
But if you're also carrying a 403B from one hospital system, 457 from another, maybe a pension, maybe K-1 if you're in a group practice, the list goes on.
So if you've ever wondered whether your CPA already has this covered or whether you're paying two people to do the same job...
Those are two different jobs, even though they both touch your money and are related.
Your planner, on the other hand, should be helping you decide this year and the years down the road what should happen next and why.
That means what account do you pull from when you go to take distributions? Which do you contribute to? When to convert? When you just hold the line and do what you're doing or you need to make changes to that strategy? So if only the taxes are getting filed and nobody's doing that second job, Your CPA ends up narrating decisions that nobody made on purpose.
Today, we're going to answer a question that I hear from friends in health care all the time.
Do I need a financial advisor if I already have a CPA? You've got somebody that does your taxes every year.
But if you're also carrying a 403B from one hospital system, 457 from another, maybe a pension, maybe K-1 if you're in a group practice, the list goes on.
So if you've ever wondered whether your CPA already has this covered or whether you're paying two people to do the same job...
Those are two different jobs, even though they both touch your money and are related.
Your planner, on the other hand, should be helping you decide this year and the years down the road what should happen next and why.
That means what account do you pull from when you go to take distributions? Which do you contribute to? When to convert? When you just hold the line and do what you're doing or you need to make changes to that strategy? So if only the taxes are getting filed and nobody's doing that second job, Your CPA ends up narrating decisions that nobody made on purpose.
The rest of this transcript — segmented and speaker-labeled, so you land on the exact moment something was said
Search every transcript — by keyword, by phrase, or by meaning, across every show Radar indexes
Trends — what is surging across podcasts, measured against its own baseline
Alerts — when a name you follow appears in a newly indexed episode
No account is needed to search Radar.
