99 episodes

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

Money Meets Medicine Jimmy Turner

    • Business
    • 4.8 • 197 Ratings

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

    Pre-Tax versus Roth Investing

    Pre-Tax versus Roth 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 

    • 25 min
    Avoiding the 59 ½ Rule

    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 https://moneymeetsmedicine.com/disability
    Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com 
    Reference:
    https://www.irs.gov/retirement-plans/comparison-of-tax-exempt-457b-plans-and-governmental-457b-plans

    • 28 min
    Pros and Cons of a HELOC

    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 https://moneymeetsmedicine.com/disability
    Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com

    • 27 min
    Significant Others & Financial Red Flags

    Significant Others & Financial Red Flags

    Looking to get 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
    References:
    Should couples share finances?
    https://academic.oup.com/jcr/article-abstract/50/4/704/7077142
    New York Times: Article: https://www.nytimes.com/interactive/2023/02/13/business/money-dating-questions.html

    • 32 min
    How Liquid are Your Investments?

    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 https://moneymeetsmedicine.com/disability
    Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com

    • 22 min
    Do Doctors Need a Trust

    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 https://moneymeetsmedicine.com/disability
    Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com

    • 30 min

Customer Reviews

4.8 out of 5
197 Ratings

197 Ratings

JasEbott ,

Hopeful Dr. Taylor is just taking a little break

Love your content! I’m hoping that Dr. Taylor isn’t gone forever she brought such a nice balance to the show.

Goosemom2 ,

Great Advice

As part of a very small group of professional student loan advisors - it is hard to get objective student loan advice without worrying about financial motivation behind it. Federal student loans are truly not like any other consumer debt we experience. There are strategies to taking out loans as well as for repayment and forgiveness - both public service loan forgiveness & long term forgiveness. Being well informed before you start your academic journey is key - but most are not. This podcast episode was spot on in most of it’s information - and I enjoyed how they debated what was said erroneously in the beginning about PSLF being potentially removed as an option and clarified what they meant. One of the few places I have seen really solid federal and private student loan advice! Keep up the awesome work!!

by604 ,

Great podcast

Surprisingly interesting podcast. I especially like the contrast between having a resident vs an attending and seeing how they navigate topics differently. One of the better financial podcasts for physicians. Look forward to more shows!

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