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The FinancialMD Show

by FinancialMD

Welcome to the Financial MD Show. This is the only podcast designed specifically for residents and young physicians to help you become educated on financial planning for physicians and avoid many of the common financial mistakes doctors make.

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Episodes

  1. Ep 033 - Special Edition - On Mission in the Dominican Republic

    Summary: A Mission Trip [0:00:17] What Are Audition Rotations [0:01:11] Why Pick Orthopedics [0:02:21] Lindsay’s Journey With Mission of Hope [0:04:53] A Typical Day On The Mission Field [0:05:52] Holistic Mission: Practical Help And Spiritual Hope [0:07:58] Lessons From The Journey [0:09:02]…

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  2. Ep 032 - We Are Back!

    Summary: What’s New At Financial MD [0:01:18] Finance Watch: Market Volatility, Tariff Buzz And Budget Cuts [0:03:34] Is It Time To Get Out Of The Market? [0:05:16] Have A Plan. Work The Plan. Or Fix The Plan [0:08:11] Action Steps To Stay On Track [0:09:14] Welcome to the Financial MD Show. This...

  3. Ep031 - Financial Insights Into Medicareavwdn

    Summary: David's False Start [0:01:09] What Is Medicare? [0:04:35] "We Have Been Paying Into The Medicare System" [0:06:27] Is Medicare Mandatory For Everyone? [0:09:41] Medicare Advantage Plan – What Exactly Is This? [0:11:48] Original Medicare Vs Supplement Plan [0:14:49] HSAs And Medicare...

  4. Ep 030 - Estate Planning for Physicians

    Summary: Matt's Law School And MBA-Finance Journey [0:02:21] Embracing Estate Planning: The Turning Point [0:05:37] The Financial MD's Four-Step Roadmap [0:08:54] What Is Estate Planning? [0:10:52] Key Questions To Kickstart Your Estate Planning [0:13:22] Will Vs Trust: Definition of Terms...

  5. Ep 029 - Financial Insights from Last Year and Winning Strategies for 2024

    Summary: Looking Back Since The Launching of Financial MD in 2020 [0:01:23] There Were More Graduating Resident Dinners Last Year! [0:06:45] It's Coming! The Financial MD Residency Online Course [0:08:15] Personal Finance In A Nutshell: 2023 Recap [0:10:50] Set Up Your First Short-Term Goal...

  6. Ep 028 - Setting Up For Success - Essential Checklist for the New Attending

    Summary: Transitioning Into Practice: Focus On The W.I.N. Principle [0:01:23] Stephen Covey’s Four Quadrant: Important, Not Important, Urgent, Not Urgent [0:02:32] From Taxable To Tax-Free: The Art Of Roth Conversion [0:04:58] Plan For The Unexpected: Disability Insurance [0:07:32] Healthy...

  7. Ep 027 - From Vision To Reality, Launching A Solo Private Practice

    Summary: Update On Trevor's Newest Business Endeavor [0:00:52] Embarking On A Journey: A Solo Private Practice [0:04:22] Protect Your Practice: Invest In Disability Insurance [0:06:26] Leading With Ownership: More Responsibility, More Satisfaction, More Rewards [0:10:44] The Trigger: Taking The...

  8. Ep 026 - Tax Tips for Young Docs From A CPA

    Summary: What Does Cory Do? [0:02:08] The Moment Cory Decided To Become An Accountant [0:04:04] Critical Key Components: Psychology of Money and Behavioral Finance [0:06:13] Tip: Take Advantage Of That Lower Interest Rate – Invest! [0:10:59] All The Things You Need To Know About Being A CPA...

  9. Ep 025 - Real Estate Investing

    Summary: Dave Hall's Journey Into The Real Estate World [0:03:26] One Can Make As Much Money Doing Easy Flips [0:07:13] How And Where To Find Profitable Deals: The Process [0:09:57] Your Network Is Your Net Worth [0:13:52] For A Novice Investor, Should You Get Into Flips Or Into Rentals?…

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  10. Ep 024 - Employee Benefits

    Summary: The Gist Of Employee Benefits [0:01:30] Trevor's Thoughts And Opinions [0:03:12] Low Paycheck/With Benefits Vs High Paycheck/No Benefits [0:06:38] Basic Things To Know Regarding Employee Benefits [0:10:31] HSAs Are Awesome! [0:12:12] Another Option: Flexible Spending Account (FSA)...

  11. Ep 023 - How Things Are Going In Your Finances

    Summary: What Happened To The Silicon Valley Bank? [0:02:13] FDIC: Where Do They Come In? [0:05:33] Other News: Stocks Are Holding Steady [0:07:10] As A Resident, What Does This Mean To You And Your Personal Finances? [0:08:05] Should You Buy A House? Student Loan Status During These Times...

  12. Ep 022 - The Benefits of 1099

    Summary: Pros And Cons Of Doing 1099 Work (Being An Independent Contractor Or Business Owner) [0:08:17] Get Started On That 401(k) [0:11:01] Super Roth – A Third Contribution To Your 401(k) [0:13:25] Another Big Benefit [0:18:06] By Being A 1099, You Can Buy The Insurance You Want (Plus Others!)...

  13. Ep 021 - Buying a Car

    Summary: Trevor’s Main Goal Out Of Residency – Pay Off Loans [0:01:35] Financial Advisors Are Accountable, To Some Degree, For Our Financial Decisions [0:04:19] Trevor Wants To Buy A New Car And Consults With Jon [0:06:03] Trevor Found His Car! [0:10:20] General Rule Of Advice: Buy A Two- Or...

  14. Ep 020 - Using Real Estate in Financial Planning

    Summary: Let’s Talk About Real Estate [0:05:01] Diversification: Alternate Investments [0:07:48] Pros And Cons Of REITs [0:10:33] If You Want To Get Into Real Estate, Start With REITs [0:13:50] Jon’s Personal Real Estate History [0:16:51] Trevor’s Preference Regarding Real Estate [0:22:44] Why Do...

  15. Ep 010 - Investing in Startups Part 1

    Summary: The Concept In Investing In Startups [0:02:11] Good Ideas Fail All The Time In The Marketplace [0:06:50] If You Cannot Put Numbers To It, You’re Gambling; Not Investing [0:09:25] Everything Goes Up Including Housing [0:16:04] Have A Specific Time Horizon When Investing [0:18:23]...

  16. Ep 017 - Investing in Real Estate

    Summary: Let’s Talk About Real Estate [0:05:01] Diversification: Alternate Investments [0:07:48] Pros And Cons Of REITs [0:10:33] If You Want To Get Into Real Estate, Start With REITs [0:13:50] Jon’s Personal Real Estate History [0:16:51] Trevor’s Preference Regarding Real Estate [0:22:44] Why Do...

  17. Ep 019 - Market Update

    Summary: Are We Heading Towards A Great Depression? [0:03:39] Current News Update On Crypto And Bitcoin [0:06:33] Just What Happened To The Luna? [0:11:16] Trevor Shares His Personal Strategies In These Unique Times [0:17:37] Leverage: An Interesting Strategy [0:20:16] Sometimes, It All Boils…

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  18. Ep 016 - What Happens After You Die?

    Summary: What Happens After You Die (Financially-Wise) [0:02:50] What Is An Estate? [0:06:07] Aaron Spelling – An Example Of A Well-Managed Estate [0:08:51] What Is SECURE ACT? [0:11:16] Bitcoin As An Early Inheritance [0:16:17] There’s Something Called A Step-up In Basis [0:19:18] Gift Tax –…

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  19. Ep 015 - What Are Employee Benefits?

    Summary: What You Need To Know, What You Should Look Out For [0:03:17] What Are Employee Benefits? [0:05:08] Generally, Large Companies Pay Less; Private Groups Pay More [0:06:56] Let’s Start With Health Insurance [0:09:03] Look Out For A Retirement Plan; 401(k) Vs 403(b) [0:12:29] Next Up:...

  20. Ep 014 - Investing in Startups Part 2

    Summary: What’s In a Name? Venture Capital Firm Or Venture Studio [0:04:20] Reuben’s Startup Journey [0:07:03] What Areas/Sectors Do Venture Studios Look For In Startups? [0:11:23] Steps Doctors Can Make To Invest In Startups – First, Be An Accredited Investor [0:14:33] You Have The Opportunity…

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  21. Ep 013 - Finding Locums Jobs

    Summary: Looking For Locums Work [0:02:35] Trevor’s Long-Term Goals And Aspirations Career-Wise [0:07:24] When Finding Jobs – Be Positive, Know Your Worth, Don’t Put Down Somebody Else [0:12:36] Burntout To Badass – Honing In On Your Priorities [0:19:57] There’s Something Called Geographic...

  22. Ep 012 - Why Jon Loves Being A Financial Planner

    Summary: There’s A Certain Excitement On Initial Consultation [0:00:31] Being A Financial Advisor Is Interesting [0:02:13] Estate Planning – A Fun Kind Of Challenge [0:05:15] Having No Estate Planning Is A Bad Decision – Take For Example, Howard Hughes [0:06:53] There Are A Million Different Ways...

  23. Ep 011 – Dr. Smith Talks Crypto

    Summary: Tesla Acquired 1.5 Billion Dollars’ Worth Of Bitcoin [0:01:11] Inflation – What Is The Value Of Money? [0:05:01] There’s A New Asset Class – Digital Assets [0:08:12] Everybody Can Have Bitcoin [0:10:49] The Reason Companies Are Buying Bitcoin [0:11:38] Pump Up Your Portfolio – Diversify!...

  24. Ep 018 – War in Europe and Your Finances

    Summary: Russia Invading Ukraine – Implications [0:01:31] The Market Is Doing What It Always Does – Volatility [0:03:31] What’s Inside An Average Client Portfolio (It’s Not All S&P Index Fund) [0:04:05] Crisis In Europe Affects Gas Prices Which Affects The Stock Market [0:06:34] The Longer You…

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  25. Ep 009 – When Its Not a Good Idea to Use a 401k

    Summary: What Is A 401(k)? When Was It Created? [0:03:00] What is a ROTH [0:10:27] Capital Gains Explained [0:13:44] Financial Advisors Can Help Maintain Your Accounts [0:16:16] When Is It Not A Good Idea To Do A 401(k) [0:25:44] Other Times To Not Use or Put Money In A 401(k) [0:33:27] What Can...

  26. Ep 008 – The Best Way To Refinance Student Loans

    Summary: Refinancing: A Hot Button Issue [0:03:08] Early Financial Services Firms [0:05:28] Being Comfortable In Your Refinancing Decisions [0:08:35] Current Refinance Rates: Fixed Versus Variable [0:15:14] How To Refinance Student Loans [0:17:25] Getting A Loan Will Not Cost You Anything…

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  27. Ep 007 – Getting Disability Insurance in Residency

    Summary: Trevor’s Background on Disability Insurance [0:03:34] What Trevor Did On Getting Disability Insurance [0:09:04] Catastrophic Plan – What Is This? [0:11:01] Importance Of Own Occupation Rider [0:12:54] Future Increase Option Rider/Guaranteed Benefit Update Rider [0:14:03] What Makes A…

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  28. Ep 006 – Where To Find Good Financial Education

    Summary: Resident Finance – Where To Start [0:05:04] Mental Barriers on Financial Planning [0:09:29] Second-guessed by People [0:13:44] Do For One What You Wish You Could Do For Everyone [0:18:02] Taking Action, Doing Something, Using Technology [0:21:32] Make Reversible Decisions Quickly…

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  29. Ep 005 – Buying a House During Residency

    Summary: Trevor’s Story: Finding A House During Residency [0:03:41] Buy Or Rent? Which Is Which? [0:06:36] Breaking Even On A House? [0:13:05] Buying A House Is Mostly An Expense [0:15:38] Trevor’s House During Residency [0:20:43] Unexpected Problems Relating To Houses [0:30:30] Can I Buy A House...

  30. Ep 004 Investing for Residents

    Welcome to the Financial MD Show. This is the only podcast designed specifically for residents and young physicians to help you become educated on financial planning for physicians and avoid many of the common financial mistakes doctors make. Your hosts, Jon and Trevor, explore a different topic...

  31. Ep 003: How To Budget As a Resident

    Welcome to the Financial MD Show. This is the only podcast designed specifically for residents and young physicians to help you become educated on financial planning for physicians and avoid many of the common financial mistakes doctors make. Your hosts, Jon and Trevor, explore a different topic...

  32. Ep 002 – An Inside Scoop on Student Loans

    Summary: Federal Loans Highest Around 2010 To 2014 At 6.8 Percent [0:03:21] Independent Companies For Refinancing – Link Capital, iCapital, SoFi [0:04:00] Why Not PSLF? [0:06:00] What If There Will Be Changes In The PSLF Down The Road? [0:10:47] Why Do Refinancing? Because Of Compound Interest...

  33. Ep 001 - What is FinancialMD?

    Residents need help too - that’s why we started FinancialMD! Jon is a financial planner, and Trevor is a doctor, and together they give you the breakdown of what FinancialMD is, and how it helps residents. Here’s a hint - there are things residents can do TODAY. That can make a positive impact on...

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ABOUT THIS SHOW

Welcome to the Financial MD Show. This is the only podcast designed specifically for residents and young physicians to help you become educated on financial planning for physicians and avoid many of the common financial mistakes doctors make.

HOSTED BY

FinancialMD

CATEGORIES

business

Frequently Asked Questions

How many episodes does The FinancialMD Show have?

The FinancialMD Show currently has 33 episodes available on PodParley. New episodes are automatically indexed when they're published to the podcast feed.

What is The FinancialMD Show about?

Welcome to the Financial MD Show. This is the only podcast designed specifically for residents and young physicians to help you become educated on financial planning for physicians and avoid many of the common financial mistakes doctors make.

How often does The FinancialMD Show release new episodes?

The FinancialMD Show has 33 episodes. Check the episode list to see recent publication dates and frequency.

Where can I listen to The FinancialMD Show?

You can listen to The FinancialMD Show on PodParley by clicking any episode. We provide an embedded audio player for direct listening, and you can also subscribe via your preferred podcast app using the RSS feed.

Who hosts The FinancialMD Show?

The FinancialMD Show is created and hosted by FinancialMD.
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