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Financial Residency

As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and your family. I have witnessed residents and fellows bombarded by life and disability insurance salesmen and other “investment” pitches that are not in their best interest. You didn’t receive any formal financial education in your decades of medical training, so how are you supposed to know the good financial advisors from the bad? This podcast will help with that. Remember, it’s ok to not know the difference between a ROTH IRA and a 403b or which 529 plan is best. This podcast will simplify highly complex concepts and translate industry jargon into plain English. Are you ready to take action and make smarter, more informed financial decisions? Great - let's do this! Let your financial residency begin.

info_outline Grand Rounds - Investing in multifamily units with Veena Jetti 12/04/2023
info_outline Financial Vitals - How Physician Moms Can Have It All Without Giving It All 12/01/2023
info_outline Mortgage Minute - What does it mean to recast your loan? 11/30/2023
info_outline Coffee & Contracts - CMS changes and what it means 11/29/2023
info_outline Coffee & Contracts - PCP pay them more 11/28/2023
info_outline Grand Rounds - How do investments and taxes change as you approach retirement with Daniel Wrenne 11/27/2023
info_outline Financial Vitals - What Type Of Life Insurance Should You Own 11/25/2023
info_outline Financial Vitals - The Key Process Behind Using Money To Live Better Lives with Jennifer Quire 11/24/2023
info_outline Coffee & Contracts - CMS changes for 2024 11/23/2023
info_outline Coffee and Contracts - AI policy and hospitals 11/22/2023
info_outline Mortgage Minute - Locking rates and paying points for lower rates 11/21/2023
info_outline Grand Rounds - How perfectionism and people pleasing leads to burnout with Dr. Megan Melo 11/20/2023
info_outline Financial Vitals - How to Save Money on home and Auto Insurance with Andrew Wethall 11/18/2023
info_outline Coffee & Contracts - Upfront dollars and repayment 11/17/2023
info_outline Financial Vitals - Teaching your Children about Money 11/16/2023
info_outline Coffee & Contracts - Do you share what you earn? 11/15/2023
info_outline Mortgage Minute - Planning ahead to making closing on your house a smooth process 11/14/2023
info_outline Grand Rounds - The 411 of investing in oil, minerals and natural commodities with Troy Eckard of Eckard Enterprises 11/13/2023
info_outline Financial Vitals - Why Is Permanent Life Insurance Such A Terrible Short Term Investment 11/11/2023
info_outline Financial Vitals: Physician Mortgage Loan Pros and Cons With Doug Crouse 11/10/2023
info_outline Coffee & Contracts - PA_NP's growing in popularity 11/09/2023
info_outline Coffee & Contracts - The cost of physician turnover edited 11/08/2023
info_outline Mortgage Minute - How a 89.9% loan may save you money over a 90% loan 11/07/2023
info_outline Grand Rounds - Locums and Independent Contracting with Dr. Holly Shen 11/06/2023
info_outline Financial Vitals - Throw Out The Rent Vs Buy Rules Of Thumb 11/04/2023
info_outline Financial Vitals - How will the Russian and Ukraine War Affect your Planning 11/03/2023
info_outline Coffee & Contracts - Different Contract Review firms? 11/02/2023
info_outline Coffee & Contracts - How Often should you have a raise? 11/01/2023
info_outline Mortgage Minute - What are points and when does it make sense to pay them? 10/31/2023
info_outline Grand Rounds - General principles of Asset Protection with Ike Devji, Esq 10/30/2023