<![CDATA[Between Cases ]]> https://rss.com/podcasts/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 kyle@elevatecapitaladvisors.com

Click Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPA

Follow me on social:

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About 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.

]]> RSS.com 2026.609.160344 Wed, 10 Jun 2026 19:46:29 GMT en 670677d4-93dc-58f4-a02c-bafe51d50aac https://media.rss.com/between-cases/podcast_cover_20260608_110648_11e28e322ec56581a2b0004c52cf67c3.png Between Cases https://rss.com/podcasts/between-cases no Kyle Lottman, CFA, CMT, CPA Kyle Lottman, CFA, CMT, CPA false episodic podcast false <![CDATA[The Most Underutilized Account with a Triple Tax Benefit | Ep 2]]> There are many people with an HSA but the majority are missing out on how to fully leverage it. This episode covers how physicians, whether self-employed or employed can benefit from using this account to build wealth. It's rare that an account offers a triple tax benefit and this is one of those.

If you would like to submit questions for future episodes, you can email Kyle directly at kyle@elevatecapitaladvisors.com

Click Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPA

Follow me on social:

X | LinkedIn

]]> https://rss.com/podcasts/between-cases/2901794 2673b153-14cf-4ef6-839c-25e2287d5553 597 full 1 1 2 2 Tue, 09 Jun 2026 21:59:53 GMT false false Grand Junction, Grand Junction, Mesa County, Colorado, 81501, USA <![CDATA[Introduction to Kyle Lottman, CFA, CMT, CPA | Ep 1 ]]> Welcome to my first episode of Between Cases!

I'm your host Kyle Lottman and this is the start of my journey sharing helpful information and stories with physicians on the podcast platform. In this episode I share my background and my journey to the role that I'm in now. My hope is that you will find value in this information and it will give you confidence in your finances. Please share with a coworker, family or friend if you find this information to be helpful. Looking forward to sharing this journey with you.

If you would like to submit questions for future episodes, you can email Kyle directly at kyle@elevatecapitaladvisors.com

Click Here => To Book a meeting with Kyle Lottman, CFA, CMT, CPA

Follow me on social:

X | LinkedIn

]]> https://rss.com/podcasts/between-cases/2903953 41d33e93-ccaf-4590-bfcd-d8fe8ef8353e 243 full 1 1 1 1 Wed, 10 Jun 2026 13:12:06 GMT Grand Junction, Grand Junction, Mesa County, Colorado, 81501, USA