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.
Keep Motivated with Personal Fun Money
Ed and Liz are doing a lot of great things by working on all of their financial goals at one time. That's actually pretty rare. While they're putting their money in the right places, it's easy to keep motivated by focusing on the things that excite them. See what Kayse and I notice as we walk through their financial health assessment.
Dr. Jimmy Turner has an upcoming free webinar happening for our friends who find value in physician life coaching. If that's you, get on the list + learn more today at www.financialresidency.com/tppwebinar
Ways to Lower Taxes with Donor Advised Funds and Charitable Giving
Lincoln and Lidia make an incredible income. While they seem concerned with giving away their money to support others around them, they also want lower their tax liability.
Is there a way to combine the to? And how does real estate play into this? This and more with Kayse and Ryan.
Physician mortgage loans are highly sought after to get you the best home buying deals. Here's a list of our recommended lenders: www.financialresidency.com/homeloan
Savings and Real Estate Questions From Our Community
For the entire month of October, we're doing something a little bit different. We're bringing your questions on air about the topics you tell us are important to you. Emergency funds, deferred spending, physician home loans, and the debt snowball method. And! If you have a question for yourself, call in here www.financialresidency.com/question to get it featured in an upcoming show.
Check out these links mentioned in the show!Financial Planning: www.financialresidency.com/pws
Physician Home Loans: www.financialresidency.com/homeloan
Buy Your Boat and Reach Financial Independence At The Same Time
Why is it important to align your financial resources to your goals? Because you want to enjoy your money now while also paying attention to your financial future. Join Kayse and I as we talk through this couple's goals while also sharing a few solid resources for saving, investing, and insurance.
Early Career Finance Questions From Our Community
All month, I'm answering listener questions from our community. If you have a question, I'd encourage you to go to www.financialresidency.com/question and get yours featured on air. If we miss you this round, don't worry. We're always looking for ways to get you the answers you need and could feature yours on future shows as independent segments.
Things That Will Positively Improve Your Net Worth
Future spending, savings, replenishing your emergency fund, and pay yourself first all have one thing in common... they positively improve your net worth. Ryan and Kayse talk about how your money buckets should include these critical financial practices.
Beyond the show, pick up a copy of the book to learn more about building wealth. Secure your copy here: www.financialresidency.com/book
Customer ReviewsSee All
Straight Up Great Financial Podcast
By far the best financial podcast I’ve encountered. It’s just a bonus that it it’s specifically geared toward medical providers!
This podcast is packed with insight and advice. This show is a must listen!!
This podcast series has literally changed my life. I can now enjoy going to work everyday without the feeling I made a bad decision going into healthcare.