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Investing in a Volatile Market ft. Ryan Inman of Physician Wealth Services - PB170

Release Date: 07/28/2020

Making Money Online ft. Pete McPherson of Do You Even Blog - PB172

Paychecks & Balances

Pete McPherson, the founder of , gave up the ‘American Dream’ and left corporate America to pursue his personal dream of making a full-time income from a creative career. He is a former accountant with a CPA license who now provides new and experienced bloggers with a whole host of information on how they can create a successful blog and move from a nine to five job to a more flexible way of working. Pete is also a conference speaker, and his insights have been featured on sites such as , , , and . Pete joins me today to discuss his journey from accountancy to entrepreneur via a...

Let's Talk Real Estate Investment Trusts ft. Andre Albritton of The Millennials Next Door - PB171

Paychecks & Balances

Andre Albritton, founder of , is a nationally recognized personal finance expert focusing on how to solve the financial problems that millennials and centennials face. His clear cut approach to personal finance helps simplify how individuals can achieve financial freedom and reframe wealth, and his website aims to show people how to make their money work for them. Andre’s work has been featured on , , and in addition to his courses and blog, he hosts . Andre joins me today to share why he pivoted his focus from insurance to investment and why he made...

Investing in a Volatile Market ft. Ryan Inman of Physician Wealth Services - PB170

Paychecks & Balances

Self-confessed 'money nerd' Ryan Inman started his financial practice specifically to help guide young physicians toward financial independence with truly unbiased, quality financial advice. A graduate of the University of San Diego (USD) Ryan has a BA in Business Administration, an MA in Accounting and Financial Management, and an MA in Business Administration, and along with running Physician Wealth Services, he currently hosts the podcast and co-hosts the podcast. Ryan uses his and his wife’s intimate knowledge of the pains, struggles, and joys that come from a career in medicine to...

Pon Da Replay: Behind the Brilliance ft. Lisa Nicole Bell

Paychecks & Balances

This week we go back in the time machine to 2016 for an episode many haven't heard. If you're trying to be more productive, improve your time management or conquer some goals, this one is for you.

Discovering Financial Independence ft. Jamila Souffrant of Journey To Launch - PB169

Paychecks & Balances

Jamila Souffrant is the creator of the blog and podcast, , where she teaches and inspires others how to eliminate debt, save money, and increase their net worth. The lessons she has learned through trial and error helped her family to save $169,000 in two years and be debt-free, and she is well on the way to becoming financially independent by the age of 40. Jamila is the resident financial expert on a weekly segment on News12 and has been featured in Money Magazine, TIME, Business Insider, Refinery29, CNBC, ESSENCE Magazine & CBS. She lives in Brooklyn, New York with her husband and three...

All Things Money ft. Ericka Young - PB168

Paychecks & Balances

Ericka Young is the founder of Tailor-Made Budgets. Here, she coaches individuals and small business owners on budgeting, saving and investing. Her passion for financial education stems from her and her husbands life experience of living above their means and having to climb out of nearly 100k in debt. This debt payoff journey changed Ericka’s life and career path. She knew she wanted to help people get out debt, so Ericka and her husband Chris went to Nashville and got trained by Dave Ramsey’s team. Ten years later Tailor-Made Budgets is thriving and Ericka is grateful for the amazing...

Getting It All Together ft. Mykail James of the Boujie Budgeter - PB167

Paychecks & Balances

Mykail James is the founder of Boujie Budgets and is passionate about teaching Gen Z professionals how to manage their finances without sacrificing their lifestyle. Mykail is a Certified Financial Literacy instructor with an MBA focused on accounting, and her fresh new take on managing money and finances helps people understand money concepts such as budgeting, saving, and investing. Mykail works with organizations such as the Howard University Trio Program and public schools in the District of Columbia, Maryland, and Northern Virginia Metropolitan area to provide workshops and interactive...

Financial Independence and Family ft. Wendy & Curtis Mays - PB166

Paychecks & Balances

Wendy and Curtis Mays from Hou$e Of Fi are on the show today. They’re a married duo whose mission is to help your family pay off debt, budget better, save more money and increase your income. Wendy is a retired lawyer and Curtis is a high school teacher and Football Coach. Their journey into the personal finance space started back in 2008-2009 during The Great Recession, when they lost 2 homes. Along their personal finance journey, they’ve also overcome a period of time where they were drowning in six-figure college loan debt, consumer debt and living paycheck to paycheck, all while making...

Relationships and Money ft. Adam Kol - PB165

Paychecks & Balances

Couples Financial Counselor Adam Kol joins the show today. Adam is a finance geek who started his finance journey studying Economics at The University of Miami. While studying for his degree he landed a job at Northwestern Mutual. There, he developed a love of working with families and educating them about money. Later on, he received a “Masters in Tax Law” from NYU and along the way he also become a Certified Mediator. Adam realized early on that talking about money and finances was one of the biggest stressors that couples face. After completing his education he began coaching and...

Let's Keep Stacking Benjamins ft. Joe Saul-Sehy - PB164

Paychecks & Balances

Joe Saul-Sehy joins us on the podcast today. Joe is one of the hosts of the award winning “Stacking Benjamins” Podcast, where he and his co-host OG discuss financial literacy. The show has been running since 2012 and since then, Joe and OG’s goal has been to make finance fun and more approachable. There’s an ongoing joke that “ you won’t learn anything” on Stacking Benjamins, but you’ll be in comfortable setting where money conversations are friendly. Joe, OG and guests on the show often share their money mistakes in the hopes that the listening audience will learn from them....

More Episodes

Self-confessed 'money nerd' Ryan Inman started his financial practice Physician Wealth Services specifically to help guide young physicians toward financial independence with truly unbiased, quality financial advice. A graduate of the University of San Diego (USD) Ryan has a BA in Business Administration, an MA in Accounting and Financial Management, and an MA in Business Administration, and along with running Physician Wealth Services, he currently hosts the Financial Residency podcast and co-hosts the Money Meets Medicine podcast. Ryan uses his and his wife’s intimate knowledge of the pains, struggles, and joys that come from a career in medicine to take care of his clients while they take care of their patients.

Ryan joins me to discuss why he decided to niche down his financial planning practice to helping physician families understand and take control of their money from the very beginning of their careers. He shares his professional journey and why he moved from working in large corporates where the focus was on selling financial products and attracting high net worth clients to working with people who really need clear-cut financial guidance. Ryan also shares his opinions on what has been happening to the markets in 2020 and advises on the questions to ask yourself about your investments.

“You need to think about your money without emotion” - Ryan Inman

This week on Paychecks and Balances:

The stereotype of physicians having high net worth without considering the debt they accumulate through their years of training
The importance for everyone of having an emergency fund
Why you should take advantage of the student federal debt forbearance to do something smart with the saving
Why being forced to cut our expenses through the Covid-19 quarantine period should make us reevaluate our spending
Ryan’s perspective on investing during periods of volatility
Why time in the market is more important than timing the market when you’re investing
Why the market was moving so atypically during March 2020
Should you be changing your investment strategies right now?
Questions to ask yourself when managing your investments
Ways to manage multiple 401k accounts from previous jobs
What is the backdoor Roth IRA strategy
Managing your retirement investments and plans
Is it best to pay down debt or invest?
Essential questions you should ask when you’re looking for an investment app
Why it’s essential to research the fundamentals of investments before you throw money at it
Why you should check in quarterly on your investments alone or with a financial advisor

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