Between Cases

Real money conversations happen every day in the doctor's lounge in between cases without a financial planner there to participate. This podcast is one financial planner's attempt to provide answers to these everyday questions. with some entertainment mixed in. Episodes will be concise with the occasional long episode where a guest discussion takes place.If you would like to submit questions for future episodes, you can email Kyle directly at Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPAFollow me on social:X | LinkedInAbout the Host:Kyle Lottman designs custom financial plans for busy medical professionals. He serves them by ensuring they only pay their fair share of taxes, create lasting wealth that works for them and ensure plans are executed as intended. He's passionate about helping the physician community and is a big advocate of those running independent practices.Prior to his work in financial planning, Kyle led a successful analyst career spanning nearly a decade in both equity and fixed income markets at one of the nation's leading middle market investment banks. During this time, he obtained the Chartered Financial Analyst® designation; regarded as one of the highest distinctions in the investment management profession. He also holds the Chartered Market Technician® designation and an active CPA license in Colorado.