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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 Financial Vitals: Can You Max Out Both Your 403b and 457b Plans 10/01/2022
info_outline Financial Vitals: Should I Change Jobs For More Money 09/30/2022
info_outline Coffee & Contracts: Balancing Risk 09/29/2022
info_outline Coffee & Contracts: Identifying Trends 09/28/2022
info_outline Mortgage Minute: Losing lenders because of the housing market changes 09/27/2022
info_outline Grand Rounds: Credit and why it matters 09/26/2022
info_outline Financial Vitals: COVID Forbearance Extended Again And Other Big Student Loan Changes 09/24/2022
info_outline Mortgage Minute: Interest Rates 09/23/2022
info_outline Coffee & Contracts: When to walk away 09/22/2022
info_outline Financial Vitals: Investing During Wild Markets with David Blanchett 09/21/2022
info_outline Coffee & Contracts: Levers 09/20/2022
info_outline Grand Rounds: Basics of estate planning 09/19/2022
info_outline Coffee & Contracts: Using Data for Negotiations 09/17/2022
info_outline Financial Vitals: The Dangerous Pursuit of Financial Independence 09/16/2022
info_outline Financial Vitals: Understanding Your Relationship With Money 09/15/2022
info_outline Financial Vitals: Avoiding COVID Forbearance Lifestyle Creep 09/14/2022
info_outline Mortgage Minute: Interest Rates 09/13/2022
info_outline Grand Rounds: Tips to paying off student loans 09/12/2022
info_outline Coffee & Contracts: Email or Phone negotiate 09/10/2022
info_outline Financial Vitals: 3 Exercises To Help You Clarify Your Values 09/09/2022
info_outline Coffee & Contracts: Forced Change 09/08/2022
info_outline Financial Vitals: Hire Or Fire Your Financial Advisor with Dr, Jim Dahle and Alan Moore 09/07/2022
info_outline Mortgage Minute: Has the market changed for second homes? 09/06/2022
info_outline Grand Rounds: Protecting yourself with insurance 09/05/2022
info_outline Coffee & Contracts: Creative Negotiations 09/03/2022
info_outline Financial Vitals: How Laura Yost Is Living A Richer Life 09/02/2022
info_outline Coffee & Contracts: Contract vs Clinical Algo's 09/01/2022
info_outline Financial Vitals: How Perfectionism In Medicine Spills Over Into Your Personal Finances 08/31/2022
info_outline Mortgage Minute: Appraisals 08/30/2022
info_outline Grand Rounds: How remote monitoring can benefit your patients and your practice 08/29/2022