All Episodes
Finance for Physicians — 152 episodes
Final Episode: Life Insurance Planning for Mid-Career Physicians
Saving for College Late? What Physicians Should Know About 529 Plans
How to Wreck Your Finances
529 Accounts: What Physicians Get Wrong About College Savings
Where Things Stand Now with Student Loans
What Every Physician Should Know About Taxes
Thinking About Buying a Home? What Physicians Need to Know Right Now
DIY, Collaborator, or Outsourcer — A Roadmap for Physicians
Our Personal Finance Book and Pod Recommendations
End of Year Round Table
What Residents Really Want to Know About Their Finances
Why Our Physician Client Divorce Rate Is So Low: What We’ve Learned About Money and Marriage
Smart Year-End Giving Strategies for Physicians
Chasing Trends vs. Building Real Wealth: What Physicians Need to Know
Swipe Smarter: Credit Card Points Strategies for Physicians
Hot Questions on Markets, Tariffs & Real Estate: What You Should (and Shouldn’t) Do
Work-Life Balance for Doctors: Designing a Fulfilling Physician’s Career
One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 3)
One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 2)
One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 1)
Should You Get a Prenup or Postnup? What You Need to Know
Common Financial Mistakes New Physicians Make
The Mega Backdoor Roth Explained: Who It’s For and When It Works
Buying vs. Renting: What We Wish More Physicians Knew
Diversification Decoded: Building a Portfolio for Uncertain Times
Repayment Plans Under Review: What Proposed Changes Could Mean for Physicians
Late Start, Big Lessons: Bill Yount’s Advice to Physicians
Teaching Kids About Money: How to Raise Financially Savvy Adults
Fool’s Gold: The Shiny Objects That Distract Us from Real Wealth
Beyond the Paycheck – Financial Planning & Wealth Strategies for Physicians
Disability Insurance Demystified: What Every Physician Needs to Know
Burnout to Breakthrough - Interview with Dr. Ben Stone
FIRE Movement Redefined - Balanced Wealth-Building Strategies
Real Estate Diversification - Smart Investment Strategies
Why Budgeting Matters - Align Your Finances
What a Trump Win Means for Your Personal Finances
How Much House Can You Really Afford? - Budgeting for a Home
Avoid Getting Taxed Twice - Common Errors and Easy Fixes
The SAVE Plan Blows Up – What’s Next for Physicians and Student Loans?
Aligning Values With Your Work And Deciding To Practice Medicine Differently
Making Medicine Work For YOU (Not The Other Way Around) - 2 Examples To Follow
Feeling Trapped? 3 Steps To Break The Golden Handcuffs Or Your Hospital Salary
Feeling Trapped By Your Salary Because Of Monthly Expenses? Listen To This
Physician Home Loan Updates for 2024 with Richard Ricci
Should You Switch Hospitals? Start Private Practice? Leave Medicine? - A DIY Exercise
Can Real Estate Income Replace Your Physician Salary with Daniel Wrenne
Second Opinion On Insurance Producer with Daniel Wrenne
Second Opinion On AUM Financial Advisor with Daniel Wrenne
Don't Let Your Parents Get Hosed By Their Advisor with Daniel Wrenne
How To Navigate New Practice, New House, New Job, New Location with Daniel Wrenne
Are Roth IRAs Really This Bad?
Regain Autonomy And Improve Care With Private Practice Medicine with Dr. Marcelo Hochman
Review Your Tax Return Like A Pro with Daniel Wrenne
The Best Investment You're Likely Missing Out On with Daniel Wrenne
What To Do With An Inheritance Or Other Windfall with Daniel Wrenne and Hugh Baker
Where Should You Save For Education, UTMA or I Bonds with Daniel Wrenne and Jeff Wenger
How Do You Know Which Type Of Financial Planner To Look For with Daniel Wrenne and Jeff Wenger
Should You Max Out Your Children's Roth IRA with Daniel Wrenne
Student Loan Servicer Problems To Beware Of with Daniel Wrenne and Jeff Wenger
How Much To Save For Retirement When Going Into Practice with Daniel Wrenne
Is Your Old Student Loan Plan Still Going To Cut It Now That Payments Are Resuming with Daniel Wrenne and Jeff Wenger
New Strategies Emerging As The New SAVE Plan Rolls Out with Daniel Wrenne and Jeff Wenger
Another Student Loan Change That Could Affect Physicians’ Lives Again with Daniel Wrenne and Jeff Wenger
How To Not Be House Poor with Daniel Wrenne
What You Must Understand About The 457b Plan with Daniel Wrenne
Building Your Own Practice: Navigating Challenges, Mentorship, and Sustainable Growth with Dr. Ryan Neinstein
Using The 4% Rule To Calculate Your Retirement Number with Daniel Wrenne
Mastering the Latest Student Loan Changes: Insights on Repayment, Forgiveness, and Programs with Jeffrey Wenger
From Medicine to Real Estate: A Doctor’s Prescription for Financial Growth with Dr. Ronnie Shalev
Real Estate Investment Strategies for Physicians to Build Generational Wealth with Dr. Param Baladandapani
Lowering Your Taxes And Diversifying To Real Estate For Physicians with Brandon Hall
Life in the White Coat: Navigating Parenthood and Professional Success with Dr. Maggie Abraham
Physician Contracts Explained: Navigating Risk, Reward, and Disability with Jon Appino
Navigating Career Challenges and Embracing Entrepreneurship with Dr. Jimmy Turner
Using Land Investing To Go From Burnout to Alignment As A Physician with Dr. Mamta Kumar
Getting Leverage Over The Medical System To Call Your Own Shot with Dr. Daniel Paull
Prescribing Freedom: Journey to Direct Primary Care with Dr. Anastasia Boyer
Starting A Direct Specialty Care Practice From Scratch Because It's Best For Patients with Dr. Diana Girnita
Balancing Passion and Profit As A Physician Entrepreneur with Dr. Shikha Jain
Preparing For The Inevitable Malpractice Lawsuit with Attorney Christine Zharova
Financial Freedom: How To Live The Life You Want As A Physician with Dr. Latifat of MoneyFITMD
It's Time For Physicians To Learn Healthcare Economics To Save The Profession with Thomas Campanella
How To Start A Direct Care Medical Practice with Christopher Habig
Rising Interest Rates and the Housing Market: What Physicians Like You Need to Know Before Buying a Home with Richard Ricci
Contracts and Disability: Understanding Your Rights and Protections as a Physician with Jon Appino
From Passion to Profit: Daniel's Transition to Financial Freedom with Pablo Gonzalez
Becoming Chronic Disease Patients' Best Friend with Dr. Renee Dua
Real Estate Investing That Won't Burn You Out with Gregg Cohen of JWB
How To Recover From A Life-Threatening Crisis with Dr. Andrew Berkowski
Start A Direct Care Side Hustle Today Without All The Risks with Dr. Paula Muto
The Most Common Financial Planning Mistakes Physicians Make with Daniel Wrenne
Defending Your Career From A Broken System - LinkedIn For Physicians with JD Gershbein
How Life Coaching For Physicians Can Help You Live Your Best Life with Dr. Elisa Chiang
The Interesting Stories Behind Physicians' Lives with Kevin Pho, MD
Entrepreneurship As A Solution To The Healthcare Crisis with Pablo Gonzalez
Using Money As A Tool To Build Stronger Families with Andy Hill
How Physician Communities Can Change The Healthcare System with Dr. Tim Hindmarsh
Thriving In An Imperfect System As A Physician with Dr. Jimmy Turner
How Physician Entrepreneurship Can Help You Start Living Your Best Life with Dr. Ernesto Gutierrez
How To Set New Year's Resolutions That Stick with Dr. Hala Sabry
End Of Year Money Moves For Doctors (Last Minute)
Improving Financial Literacy Begins With Talking Money With Our Children with Dr. Caroline Clerisme
Using Fables To Teach Children (and Parents) Life-Changing Money Lessons with Will Rainey
Getting Your Kids To Find Finances Interesting with David Delisle
Using Money As A Tool To Be A Great Physician Dad with Dr. Adam Broussard and Dr. David Weisenhorn
Using Money As A Tool To Live Regret-Free Lives with Dr. Jordan Grumet
How Physicians Can Use Frugality To Improve Their Lives with Dr. Disha Spath
Moving Away From Toxic Work Environments And Into Physician Friendly Practices with Dr. Lara Hochman
Managing Finances As A Married Couple with Alison Wrenne
Using Mindset To Fight Physician Burnout with Dr. Diana Londoño
Learning How To Fight Burnout Through Life Experiences with Dr. Sapna Shah-Haque
Using Finances To Fight Physician Burnout with Jeffrey Wenger
Creating A Community For Physicians: World Premier LIVE SHOW
Trailer Episode: Premier of Season 2
COVID Forbearance Extended Again + Other Student Loan Changes
How Can Busy Physicians Monitor Spending Without Wasting Hours
Maxed Out My 401k, Now What
Investing Behaviors That Will Wreck Your Financial Plan
How Market Downturns Look and Feel
What To Do When Your Investments Start Tanking
How Solid Is Your Financial Plan
Physician Mortgage Loan Pros and Cons
What Should You Do About Inflation
Is Money A Tool Or The End Goal
How To Get Started As A Physician Entrepreneurship
How Can You Become More Financially Competent
What's Your Relationship With Money
The Power Of Diversification
Digging Into Tax-Loss Harvesting
3 Exercises To Help You Clarify Your Values
Are You In For A Major Financial Surprise When Your Children Start College
Should I Take Another Job
Money Decisions That Create More Happiness
5 Signs You're Working With An Insurance Agent Posing As An Advisor
Avoiding COVID Forbearance Lifestyle Creep
More Big Changes For Federal Student Loan Borrowers
5 Of The Most Overlooked Tax Breaks For Doctors
Renting Your Home Is The Key To Building Wealth
Can You Max Out Both Your 403(b) and 457(b) Plans?
Using Your HSA To Build Wealth
Using Financial Planning To Fight Physician Burnout
How Will The Russian and Ukraine War Affect Your Planning
What Does The Bible Teach Us About Money
Before You Buy Into Passive Income
What is Passive Investing?
Planning For A New Baby
Are You Thinking About Investing In Real Estate Syndications
Are You Saving Enough For Retirement
How To Finance Big Home Projects
Are You Saving Enough For Education
Financial Vitals Check Part 6: Taking Action
Real Life Story Of Public Service Loan Forgiveness Success