51 episodes

The Physicians Financial Checkup is a podcast for medical professionals who want to achieve financial freedom.  In each weekly episode, we cover a variety of financial topics that are important to physicians, dentists, nurses, and other healthcare professionals, such as:Budgets & Debt Management: Simplify your budget and get out of debt.Retirement Planning & Savings Strategies: How much should I be saving and how?  What are the best retirement accounts for medical professionals?Tax Planning: How to minimize your tax liabilityEstate Planning: How to protect your assets and your loved ones.And much much more...If you're a healthcare professional who wants to take control of your finances, then the Physicians Financial Checkup is the podcast for you.  Subscribe today and start your journey to financial freedom!For more information check out https://www.brentboden.com/

Physicians Financial Checkup Podcast Brent Boden

    • Business
    • 5.0 • 5 Ratings

The Physicians Financial Checkup is a podcast for medical professionals who want to achieve financial freedom.  In each weekly episode, we cover a variety of financial topics that are important to physicians, dentists, nurses, and other healthcare professionals, such as:Budgets & Debt Management: Simplify your budget and get out of debt.Retirement Planning & Savings Strategies: How much should I be saving and how?  What are the best retirement accounts for medical professionals?Tax Planning: How to minimize your tax liabilityEstate Planning: How to protect your assets and your loved ones.And much much more...If you're a healthcare professional who wants to take control of your finances, then the Physicians Financial Checkup is the podcast for you.  Subscribe today and start your journey to financial freedom!For more information check out https://www.brentboden.com/

    Optimizing Work-Life Balance & Financial Wellness: Essential Insights for Medical Professionals

    Optimizing Work-Life Balance & Financial Wellness: Essential Insights for Medical Professionals

    🎉 Celebrate Episode 50 of the Physicians Financial Checkup Podcast hosted by Brent Boden! 🎙️ In "Optimizing Work-Life Balance & Financial Wellness: Essential Insights for Medical Professionals," we dive deep into four key topics:
    1️⃣ The Price of Neglecting Work-Life Balance: Explore the potential stressors and consequences of neglecting work-life balance in the demanding field of healthcare.
    2️⃣ The Power of Planning: Discover the importance of starting early and reviewing financial and health plans often to ensure long-term security and well-being.
    3️⃣ Strategies for Reducing Stress: Learn actionable strategies busy medical professionals can implement to reduce stress and cultivate happier, healthier lives both personally and professionally.
    4️⃣ Taking Action for a Brighter Future: Empower yourself with practical steps you can take today to pave the way for a brighter and more fulfilling future.
    Tune in now for essential insights and actionable advice to optimize your work-life balance and financial wellness as a medical professional! 🌟For more information visit BrentBoden.com or schedule your complimentary personal 15 minute introductory meeting today. #WorkLifeBalance #FinancialWellness #MedicalProfessionals #PhysiciansFinancialPodcast #Healthcare #Doctor #FinancialCoach

    • 20 min
    Episode 40 - Travel Hacks for Healthcare Heroes

    Episode 40 - Travel Hacks for Healthcare Heroes

    In Episode 49 of Physicians Financial Checkup Podcast, we're on a mission to empower healthcare heroes with expert travel hacks! Join host Brent Boden, CFP, as we unlock the secrets to making the most of your travel adventures.In this episode, we explore three major segments:
    1️⃣ Saving on Travel Costs: Discover savvy strategies to cut down on travel expenses, including leveraging loyalty programs, maximizing credit card points, booking comparisons, exploring alternative travel options, and embarking on purposeful medical missions.- CardWiz.com: Your ultimate destination for credit card comparison and optimization. Discover the best credit card offers tailored to your lifestyle and financial goals with ease. Whether you're seeking travel rewards, cashback incentives, or low-interest rates, CardWiz.com has you covered.- American Express Platinum: Elevate your travel and lifestyle with the American Express Platinum card. Unlock exclusive benefits, from premium travel perks like airport lounge access and hotel upgrades to generous rewards programs and concierge services. Experience luxury and convenience like never before with the American Express Platinum card.  - Chase Freedom: Maximize your everyday spending with the Chase Freedom card. Enjoy cashback rewards on rotating bonus categories and unlimited 1% cashback on all other purchases. With no annual fee and flexible redemption options, the Chase Freedom card is your key to earning rewards effortlessly.
    2️⃣ Financial Strategies for Pre-Vacation Savings: Learn essential tips for building a financial cushion before your trip. From setting and adhering to a budget to utilizing vacation savings accounts and conducting spending reviews, we've got you covered.- SoFi High Yield Savings Account: Elevate your savings game with SoFi's High Yield Savings Account. - Capital One Bank High Yield Savings Account: Grow your money with the Capital One Bank High Yield Savings Account.- American Express Bank High Yield Savings Account: Secure your financial future with the American Express Bank High Yield Savings Account. 
    3️⃣ Enhancing Travel Experience: Elevate your journey with less stress and more enjoyment. Explore techniques such as TSA Pre-Check or Global Entry, accessing airport lounges, incorporating buffer time and flexibility into your itinerary, disconnecting from technology, and more.
    🔗 Don't miss out on additional resources to amplify your travel experience! Watch on YouTube.com/@brentboden or Tune in your on favorite podcast app now and embark on your next adventure with confidence! ✈️🌍For more information visit BrentBoden.com#TravelHacks #HealthcareHeroes #FinancialStrategies #PhysiciansFinancialCheckup #MedicalTravel

    • 15 min
    Episode 48 - Don't Stop After You File! Tax Planning for 2024 & Beyond

    Episode 48 - Don't Stop After You File! Tax Planning for 2024 & Beyond

    Tax season may be over, but the financial journey never ends! In Episode 48 of the Physicians Financial Checkup Podcast, we delve into the crucial topic of tax planning for 2024 and beyond. Join us as we uncover expert strategies to navigate the ever-changing tax landscape and optimize your financial outlook.
    🔍 Episode Highlights:
    💡 Post-Filing Reflections: Whether you paid more than expected, received a larger refund, or hit the mark just right, each tax season provides valuable insights. Discover how to leverage your tax filing experience to fine-tune your financial strategies for the future.
    📑 Documenting Changes: From life events to legislative updates, every year brings new changes that can impact your taxes. Learn how to effectively track and document these changes to streamline your tax planning process and maximize deductions.
    💰 Adjustment Strategies: Did you owe more taxes than anticipated? Or perhaps you received a larger refund than expected? Explore proactive adjustment strategies to optimize your tax situation and minimize surprises in the years to come.
    📊 Long-Term Planning: Tax planning isn't just about the present—it's about setting yourself up for success in the long run. Gain insights into long-term tax planning strategies to secure your financial future and achieve your wealth-building goals.
    Don't let tax season be the end of your financial planning journey—tune in to Episode 48 now and take charge of your financial future!To learn more about the host, visit BrentBoden.com or Youtube.com/@BrentBoden #TaxPlanning #FinancialStrategies #PhysiciansFinancialCheckup #LongTermPlanning #FinancialGoals

    • 12 min
    Episode 47 - Your Ultimate Guide to Money Literacy

    Episode 47 - Your Ultimate Guide to Money Literacy

    In this episode of the Physicians Financial Checkup Podcast, hosted by Brent Boden, Certified Financial Planner (CFP), we delve into the essential resources for achieving financial literacy at every stage of life. From seniors planning for retirement to children learning the basics of money management, we've got you covered. Plus, we'll explore specialized resources for medical professionals navigating the complexities of personal finance.
    Resources Mentioned:
    For Seniors:AARP MoneySocial Security Administration's Official WebsiteRetirement Income for Life by Frederick VetteseThe Total Money Makeover by Dave RamseyMoney for the Rest of Us PodcastFor Working Adults:InvestopediaNerdWalletRich Dad, Poor Dad by Robert T. KiyosakiPersonal CapitalThe Millionaire Next Door by Thomas J. Stanley and William D. DankoFor Children:Money as You GrowMoney Smarts for Kids PodcastBusyKidFamZooThe Berenstain Bears' Trouble with Money by Stan and Jan BerenstainSammy Rabbit's Money SchoolFor Medical Professionals:White Coat InvestorKevinMDFinancial Planning for Physicians and Healthcare Professionals by David Edward MarcinkoMedscape Physician Business Academy Physicians Financial Checkup by Brent T. Boden
    Don't miss out on these invaluable resources to enhance your financial literacy and achieve your money goals! Tune in to the Physicians Financial Podcast for expert insights and practical advice.
    Subscribe to the Physicians Financial Podcast for more episodes on iTunes, Spotify, or your favorite podcast platform.
    For More Information Visit BrentBoden.com or the Physicians Financial Checkup Podcast or YouTube Channel.
    Disclaimer: Links provided are for informational purposes only and do not constitute an endorsement of any specific product or service. Always conduct thorough research before making financial decisions.

    • 22 min
    Episode 46 - The Good, Bad & Ugly of Target Dated Retirement Funds

    Episode 46 - The Good, Bad & Ugly of Target Dated Retirement Funds

    In this episode of Physicians Financial Checkup, your host Brent Boden, a seasoned Certified Financial Planner, takes a deep dive into the world of Target Date Retirement Funds. These funds, often touted as a convenient solution for retirement investing, come with their fair share of pros and cons. Brent breaks down everything you need to know when selecting Target Date Funds, including their structure, fees, and performance.
    Brent delves into the "good" aspects of Target Date Funds, highlighting their automatic asset allocation adjustment as investors age. However, he also explores the "bad" side, discussing the potential drawbacks such as higher fees and lack of customization to individual needs. Additionally, Brent uncovers the "ugly" truth about the impact of fees on long-term returns and the importance of understanding the fine print before investing in these funds.
    As the episode progresses, Brent emphasizes the significance of consulting with a fiduciary financial advisor, particularly as retirement approaches. He explains how a financial advisor can provide personalized guidance tailored to your unique financial situation and goals, ensuring that your retirement funds align with your long-term objectives.
    Towards the end of the episode, Brent extends a generous invitation to listeners: a complimentary financial analysis conducted by himself. If you're seeking clarity, organization, and personal attention to ensure you're on the right path for retirement, Brent offers his expertise to help you navigate the complexities of retirement planning with confidence.
    Tune in to this insightful episode of Physicians Financial Checkup to gain valuable insights into Target Date Retirement Funds and discover how consulting with a fiduciary financial advisor can pave the way to a secure and fulfilling retirement.For More Information visit BrentBoden.com or YouTube.com/@brentbodenEmail Brent@BrentBoden.comOr schedule a brief 15 minute complimentary call.

    • 13 min
    Episode 45 - SMASHING Student Loans

    Episode 45 - SMASHING Student Loans

    Get ready for an exhilarating journey through the complexities of student loans on this episode of Physicians Financial Checkup, hosted by Brent Boden, Certified Financial Planner. In this action-packed installment, we dissect the student loan landscape and arm you with expert strategies to conquer your debt and achieve financial freedom. Join us as we delve into five dynamic segments:

    Understanding your Loans: Dive deep into the intricacies of different types of student loans, from federal to private, and gain a comprehensive understanding of their terms, interest rates, and repayment options.

    Repayment Strategies: Explore a plethora of repayment plan options, from income-driven plans to refinancing strategies, and discover the pros and cons of each approach to find the best fit for your financial situation.

    Budgeting For Success: Learn the importance of budgeting as a strategic tool for managing debt and building wealth. Discover how to prioritize debt repayment while still maintaining a comfortable standard of living.

    The Balancing Act: Uncover the delicate balance between debt repayment and saving for the future, ensuring you're not sacrificing your long-term financial security in the pursuit of debt freedom.

    Expert Insights: Gain invaluable insights from industry experts, financial planners, and successful professionals as they share their wisdom and advice on navigating the student loan journey.
    Don't miss out on this action-packed episode – tune in now and arm yourself with the knowledge and strategies needed to smash those student loans and reclaim your financial future with Physicians Financial Checkup!
    Find More Information or Schedule a Introduction Discussion at BrentBoden.com.To Compare Your Student Loan Refinancing Options Visit LeverageRx.com

    • 27 min

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