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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.

Financial Residency Ryan Inman

    • 投資

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.

    Surviving Volatile Markets and Finding Your Ideal Investor Profile

    Surviving Volatile Markets and Finding Your Ideal Investor Profile

    The markets are going insane, but you don’t have to. That’s why it’s important to know how it’s affecting your investing behavior. Our next guest, Sarah Fallaw, founder of Datapoints and author of The Next Millionaire Next Door, shares what surviving the volatile markets looks like and finding your ideal investor profile.
    Want the investor profile Sarah is opening up to our audience on a LIMITED basis? Take it here: www.financialresidency.com/datapoints 

    • 36分
    Curbside Consult: What are the 401k rollover rules?

    Curbside Consult: What are the 401k rollover rules?

    Do you have some random retirement accounts from residency, fellowship or old jobs? Courtney does and she's trying to figure out if she should tackle that right now. Here are my thoughts on what you need to think about if you want to rollover your retirement accounts.
    I’d love to answer your questions, please email them to me at Ryan@FinancialResidency.com or click on the link to leave me a voicemail at www.FinancialResidency.com/Question 

    • 5分
    Curbside Consult: What power of attorney covers everything?

    Curbside Consult: What power of attorney covers everything?

    Karen is looking to get her estate planning in order just in case her significant other ends up being exposed to this nasty virus. Here are my thoughts on what you need to get done to protect yourself and your family.
    Here is the link to the amazing estate planning attorney we used. https://financialresidency.com/TW

    • 6分
    How Aggressive Should Your Risk Tolerance Be?

    How Aggressive Should Your Risk Tolerance Be?

    It's rough times in the market right now, no doubt about that. The pandemic started a bear market that's changed the trajectory of our listener's investments. Being so close to financial independence, we wished they would have known the difference between the ability to take risk and the need to take risk. Unfortunately, this has likely moved their financial independence date back a little bit.

    The book has been released! Ready to create your own financial plan under $25 bucks? Grab a copy: www.financialresidency.com/book

    • 23分
    Curbside Consult: What do you do if your financial advisor panic sells?

    Curbside Consult: What do you do if your financial advisor panic sells?

    With markets so volatile, AJ was curious if he should delay contributing to his IRA or not. Here are my thoughts on how he can make the best decision for his situation.
    I’d love to answer your questions, please email them to me at Ryan@FinancialResidency.com or click on the link to leave me a voicemail at www.FinancialResidency.com/Question 

    • 6分
    Curbside Consult: What’s going on with the mortgage market?

    Curbside Consult: What’s going on with the mortgage market?

    Jenny is trying to figure out what direction mortgage rates are going. Here are my thoughts on what you all should do if you are trying to refinance your mortgage.
    I’d love to answer your questions, please email them to me at Ryan@FinancialResidency.com or click on the link to leave me a voicemail at www.FinancialResidency.com/Question

    • 6分

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