Money Meets Medicine with Dr Jimmy Turner
On Money Meets Medicine, Dr. Jimmy Turner discusses all things career and finance for physicians. With expert guest discussions, Jimmy tackles the personal finance topics you wish you had learned in medical school. The MMM podcast will help you tackle your student loans, achieve financial independence, invest for retirement, and decrease your financial stress and burnout. To get help with free educational content or obtaining own-occupation disability insurance from a source you know you can trust, visit https://moneymeetsmedicine.com Background: Dr. Turner is a practicing anesthesiologist at Wake Forest, author of The Physician Philosopher's Guide to Personal Finance, and Chief Medical Officer at Attend. For more information, visit moneymeetsmedicine.com
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How Much Is a Financial Advisor Worth?
05/15/2024
How Much Is a Financial Advisor Worth?
The cost of a financial advisor gets a lot of airtime, but what can a financial advisor save you? In other words, what is a financial advisor worth? In this show, we discuss a Vanguard study that looked into the exact amount a financial advisor is worth, and nailed it down to 6 categories we discuss on the show. If you have never considered getting a financial advisor, you just might by the end. Need own-Occupation Disability Insurance from a source you can trust? Visit https://moneymeetsmedicine.com/disability Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit https://moneymeetsmedicine.com/freebook
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Tax Efficient Ways to Give to Charity
05/08/2024
Tax Efficient Ways to Give to Charity
Are there tips and tricks for donating to charity? (The answer is yes). Should you donate at all? Listen in as we talk charitable giving, donor advised funds (DAFs), and other charitable giving hacks for high-earners. Need a student loan plan? Own-Occupation Disability Insurance? You can get both at https://moneymeetsmedicine.com Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit https://moneymeetsmedicine.com/freebook
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Is Financial Independence the Cure to Burnout? (Updated)
05/01/2024
Is Financial Independence the Cure to Burnout? (Updated)
Approximately 50% of physicians are burned out in medicine. Even more wouldn’t recommend medicine to their family members or friends. This begs the question, why then do doctors stay in a job that they don’t like? Some say that the answer is that they often cannot financially afford to leave. Is this true? How does personal finance and financial independence play a part in physician burnout? That’s what we discuss in this episode. Make comments on corporate limits → https://www.regulations.gov/document/FTC-2024-0022-0001 Need a student loan plan? Own-Occupation Disability Insurance? You can get both at https://moneymeetsmedicine.com Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit https://moneymeetsmedicine.com/freebook
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Transitioning to a New Job with Dr. Lisha Taylor
04/24/2024
Transitioning to a New Job with Dr. Lisha Taylor
Are you starting a new job as a physician? Maybe it is your first job ever as an attending? Listen in as we discuss all the must-do financial tasks including negotiations, benefits, changing budgets, and how to make sense of all things personal finance for new attending physicians. Make sure to check out Lisha's new podcast Wealth Minded MD! Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit https://moneymeetsmedicine.com
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Buying Versus Renting a House
04/17/2024
Buying Versus Renting a House
One of the most common questions I get is whether a doctor should buy or rent a house. Sometimes this is after training when considering buying or renting a house at their first job. Even more often it is following medical school when soon-to-be residents and physicians are trying to decide if they should buy or rent. In this episode, we discuss the time you need to stay, the current housing market, and other considerations physicians should have to decide whether they should buy or rent a home. Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit “is renting really throwing away money?” “financial benefits of home ownership”
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Pre-Tax versus Roth Investing
04/10/2024
Pre-Tax versus Roth Investing
Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit
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Avoiding the 59 ½ Rule
04/03/2024
Avoiding the 59 ½ Rule
Whether you want Financial Independence so you can retire early (FIRE) or you are nearing early retirement, the early retirement penalty imposed at age 59.5 must be considered. Here are some ways to bridge that early retirement gap until age 59.5. Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit https://moneymeetsmedicine.com Reference:
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Pros and Cons of a HELOC
03/27/2024
Pros and Cons of a HELOC
Home equity lines of credit (HELOCs) used to be all the rage. Are HELOC’s still worth your time as a high-income earner? Tag along as we discuss the pros and cons of HELOCs. Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit
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Significant Others & Financial Red Flags
03/20/2024
Significant Others & Financial Red Flags
Looking to get own-occupation disability insurance from a source you can trust? Visit Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit References: Should couples share finances? New York Times: Article:
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How Liquid are Your Investments?
03/13/2024
How Liquid are Your Investments?
With some investing, you will not need the money very soon. This requires liquidity, or the ability to quickly get your investments into cash. Join in as Justin Harvey CFP and Dr. Jimmy Turner discuss the importance of liquidity when it comes to your investments. Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit
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Do Doctors Need a Trust
03/06/2024
Do Doctors Need a Trust
One thing is sure. All of us will die at some point. The question is what happens to your assets? To your financial legacy? That is where trusts come in. In this episode, Justin Harvey CFP and Dr. Jimmy Turner discuss all things trusts: irrevocable versus revocable trusts, living trusts, and more. Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit
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Do I Need International Stocks?
02/28/2024
Do I Need International Stocks?
Warrant Buffet says you don’t need international stocks in your investment portfolio. Is this really true? Does Buffet even believe this himself? Tag along as Justin Harvey CFP and Dr. Jimmy Turner discuss the pros and cons of international stocks, and whether they should make the cut in your portfolio. Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit References:
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Where to Stash Your Emergency Fund
02/21/2024
Where to Stash Your Emergency Fund
Some high-income earners feel that an emergency fund is unnecessary. Join in as we discuss the reasons this isn’t really true, AND where you should consider placing your emergency fund as a high-income earning medical professional. Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit
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IS ESG Investing Worth It?
02/14/2024
IS ESG Investing Worth It?
Have you ever thought about investing with a conscience? Maybe based for environmental, social, or governmental (ESG) reasons? In this show, Justin Harvey CFP and Dr. Jimmy Turner discuss the merit and pitfalls of ESG investing. Every doctor needs own-occupation disability insurance. To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit https://moneymeetsmedicine.com References: Alex Edmunds reference:
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Contracts and Employment Agreements for Physicians
02/07/2024
Contracts and Employment Agreements for Physicians
When an employment agreement gets placed in front of most doctors, they look at the salary. Maybe they look at the non-compete. But, that’s about where it stops. On this show, we discuss the other important items in a physician contract that every doctor should be aware of before signing on the dotted line. Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit Looking to get own-occupation disability insurance from a source you can trust? Visit
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Coast FIRE to Avoid Getting Burned
01/31/2024
Coast FIRE to Avoid Getting Burned
The proponents of the Financial Independence Retire Early (FIRE) movement has many proponents often fail to mention a different kind of burn. The burnout that comes from saving too much and limiting your lifestyle to a bare minimum. What if I told you there is an alternative to traditional FIRE called “Coast FIRE” that allows you to retire early without eating raman? Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Looking to get own-occupation disability insurance from a source you can trust? Visit
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The Four F's of Financial Advising
01/24/2024
The Four F's of Financial Advising
Join in as Dr. Jimmy Turner and Justin Harvey, a Certified Financial Planner, discuss whether The Four F's and if doctors would would benefit from a financial advisor. Have no idea how to figure out the good advisor from the one who wants to take advantage of you? On this show, we discuss some rules of thumb you can utilize to find the right financial advisor for you. We also discuss fee models for financial planners and the conflicts that exist within them Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Looking to get own-occupation disability insurance from a source you can trust? Visit
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Side-Gigs for Doctors
01/17/2024
Side-Gigs for Doctors
Have you ever considered creating non-clinical income outside of medicine? A lot of doctors have, and a recent report by Medscape shows it. Listen in as Justin Harvey, CFP and I discuss all things physician side gigs. Looking to get own-occupation disability insurance from a source you can trust? Visit Checkout the YouTube Channel: Medscape Physician Side Gig Report:
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How to Lower Your Cost When Investing
01/10/2024
How to Lower Your Cost When Investing
Lowering the costs when investing is one of the key principles to investing success. The lower the cost/fees, the higher the returns over the long haul. Did you know that the more you know about money, the lower your fees will be when you invest? Did you also know that most people think they know more about money than they actually do, and that this is linked to higher fees when investing? Looking to get own-occupation disability insurance from a source you can trust? Visit https://moneymeetsmedicine.com Checkout the YouTube Channel: https://www.youtube.com/@MoneyMeetsMedicine FINRA Study:
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Jimmy's Lessons From Venture Capitalism
01/04/2024
Jimmy's Lessons From Venture Capitalism
Sometimes, it is time to pivot. To make a change. And that’s what Dr. Jimmy Turner and Mike Kittner are doing. Follow along as they discuss their journey into and out of the venture capital space. What was venture capitalism like? What did we learn? And what are we doing next? All of that in this show and more. Want a free copy of The Physician Philosopher’s Guide to Personal Finance? Visit Looking to contact Mike Kittner about own-occupation disability insurance? Shoot him an email at
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Frugal FIRE vs YOLO with Dr. Disha Spath
12/20/2023
Frugal FIRE vs YOLO with Dr. Disha Spath
Did you know that being frugal isn’t the same thing as being cheap? There is a balance to all things, personal finance included. This means finding the balance between YOLO Hedonism and the hedonic treadmill and eat-raman-until-you-retire FIRE. If you are looking to create financial independence as a physician, tune in as we discuss how to find this balance with Dr. Disha Spath of The Frugal Physician. Need Disability Insurance? Visit
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Locums for Every Doc with Drs. Nii and Renee Daarko
12/13/2023
Locums for Every Doc with Drs. Nii and Renee Daarko
Have you ever considered doing locum tenens work in order to create the freedom and flexibility you need? Tag along as we discuss all things locums with Dr. Renee and Nii Daarko. Need Disability Insurance? Visit Download the 7-10 things you should consider before doing locums tenens work→
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Living Wealthy with Dr. Bonnie Koo
12/06/2023
Living Wealthy with Dr. Bonnie Koo
Wealth is more than just money in the bank. At least, that is what our guest Dr. Bonnie Koo believes, and her thought process is pretty compelling. On this show, we talk about: money mindsets, including money scarcity Alternative streams of income for doctors How our upbringing can impact our view on finances And much more… Looking for Disability Insurance from a source you can trust? Visit
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Marriage and Money with Dr. Kate Mangona
11/29/2023
Marriage and Money with Dr. Kate Mangona
Money and marriage can be like oil and water. They just don’t mix. Yet, in a committed relationship, you cannot really avoid talking about money. In this show, we talk about all things money and relationships. So, if you are married, plan to get married, or are in a committed relationship, in this show we discuss money dates, whether you should share bank accounts, and much more. Dr. Kate Mangona is a double board-certified pediatric radiologist, supportive physician’s wife and mother to three little girls and a mini poodle. She and her husband Victor, a pediatric radiation oncologist and tax code enthusiast, are active and passive real estate investors in thousands of multifamily units and single-family rentals including 3 luxury Airbnbs. Looking for Disability Insurance from a source you can trust? Visit
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Disability Insurance Mistakes with Mike Kittner
11/01/2023
Disability Insurance Mistakes with Mike Kittner
The #1 financial task for a doctor is getting disability insurance. Why? Because you can know everything there is to know about investing or paying down debt, but if you don't have an income... neither of them matter. Looking for Disability Insurance from a source you can trust? Visit Our guest on this show, Mike Kittner went from being a middle school educator (married to a physician) to an insurance agent who helps doctors take care of that #1 financial task. Tune in as we discuss: The most common mistakes doctors make with disability insurance Conflicts of interest within the insurance industry How to make sure your disability policy is the right kind Where to get disability insurance The kind of riders that you want in your disability policy and more Looking for Disability Insurance from a source you can trust? Visit
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Mortality and Money with Dr. Jordan Grumet
10/25/2023
Mortality and Money with Dr. Jordan Grumet
Have you ever had an existential crisis? You know the “What am I doing with my life?” sort of question? And how does money play a part in your long-term view of your life? Do you want to leave a legacy? Do you want to make sure you maximize what you’ve saved? In this episode, Dr. Jordan Grumet a palliative care and hospice physician discusses his experience with dying patient’s and their views on personal finance and the importance of purpose, connection, and identity. Need help getting disability insurance or student loan help from a company built by doctors, for doctors? Make sure to check out
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Using credit card points to fly first-class for free
10/18/2023
Using credit card points to fly first-class for free
If you’ve ever wanted to fly first class but thought it was too expensive, this interview is for you. Devon Gimbel, MD is known for helping physicians maximize rewards from credit card points so they can travel more, travel better, and travel often. This feels like an especially relevant and timely conversation – especially since the data shows that about 38% of doctors have 3-4 different credit cards. We have to wonder: should all doctors be using credit cards to optimize points and perks? I got to sit down with Devon to talk about exactly this.
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Six-figure Student Loan Mistakes
10/11/2023
Six-figure Student Loan Mistakes
Let’s just be real: student loan guidelines are confusing and they’re constantly changing. But if you’re like many physicians who have student loans, you’re well aware that if your payments haven’t resumed yet, they’re about to. You want to make sure you’re on track and have a plan for repayment, so you can move confidently forward with your personal finance goals. Student loan advice is also one of the things we love helping people with at Attend. If you want a student loan expert to help you figure out the best course of action with your loans – including which plan to be in, whether you should consolidate, whether you should file your taxes jointly or separately if you’re married, or what to do when you finish training… You can schedule a consultation right now at helloattend.com. For those concerned about cost, we have a unique pricing structure at Attend where you can buy now, pay later through four monthly payments all at 0% interest. Let’s dive into the 6 most common student loan mistakes to avoid for your best financial outlook.
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Following the Financial Crowd
10/04/2023
Following the Financial Crowd
Have you ever left a sporting event, following the crowd, and suddenly realized you were walking the wrong way? What if I told you this phenomenon has a name, and it impacts your money, too? Understanding our own behavior when it comes to finance is essential because it helps us mitigate wrong-for-us decision making around money. Unless you know these roadblocks exist, you can’t do much to stop them from derailing your financial goals. Last week, we shared why human behavior matters for our financial lives by taking a look at the first 5 out of 10 psychological phenomena that can (and do) affect your personal finance goals: greed, fear, ego/overconfidence, loss aversion, and analysis paralysis. This week, we’re diving back into behavioral finance (one of our favorite topics) to share five more types of unchecked human behavior that can sabotage your journey to building the wealth you want.
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Greed, FOMO, and Bad Investments
09/27/2023
Greed, FOMO, and Bad Investments
Despite our best intentions, certain emotions can keep us from building wealth. After many years arming physicians with the information they need to achieve financial wellness, I had a significant realization. Information is one thing – behavior is another. As the saying goes, money is 80% behavior and only 20% math. Not only do I want to share important information about personal finance, I also want to help you recognize how certain behaviors can (and do) affect your finances. Drawing from one of the , let’s go over five common behaviors that could be keeping you from achieving your financial goals.
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