A Life Well Lived: A Physicians Guide to Wealth

In this week’s episode of A Life Well Lived: A Physician’s Guide to Wealth , James continues the “Your Health Is Your Wealth” series with guest Chad Volant, founder of Strength Rx and long-time performance coach helping busy professionals and physicians build strength, mobility, and longevity. Chad’s philosophy is simple yet powerful: movement is medicine. Through practical stories and science-bac...

In this week’s episode of Life Well Lived: A Physician’s Guide to Wealth , James continues the Financial Wellness 101 Series by helping listeners “begin with a life well lived in mind.” James challenges physicians to reverse the traditional order of achievement—no longer building a life around work, but crafting a career that supports their ideal lifestyle. Through a series of powerful reflection...

In this installment of Life Well Lived: A Physician’s Guide to Wealth , James Nutter welcomes Dr. Sarah Samaan, a recently retired cardiologist who now coaches physicians in career transitions, time management, and mindfulness. Dr. Samaan shares her journey from decades in cardiology to becoming a physician development coach—drawing on her yoga practice, personal mission work, and equestrian pursu...

In this installment of Life Well Lived: A Physician’s Guide to Wealth , host James Nutter (fiduciary financial advisor and partner at IM Wealth) continues the Financial Wellness 101 series by tackling one of the hardest parts of personal finance: making decisions when there isn’t a clear “right” answer. Drawing on lessons from Darren Hardy’s Hero’s Journey leadership program, wisdom from Jeff Bezo...

In this masterclass-style episode of Life Well Lived: A Physician’s Guide to Wealth , host James Nutter (fiduciary financial advisor and partner at IM Wealth) is joined by Andrew Paulson, co-founder of StudentLoanAdvice.com and a nationally recognized student loan consultant affiliated with White Coat Investor. Together with James and co-host Jeff McPherson, CFP®, Andrew breaks down the latest phy...

In this episode of Physician’s Guide to Wealth, host James reconnects with his longtime friend, Dr. Rachel Carlson. Now a pediatrician in Hawaii, an active-duty Air Force officer, and a triathlete, Dr. Carlson’s story is a masterclass in living with intention. Dr. Carlson shares how she trained for a triathlon during residency, launched a wellness program as chief resident, and learned to prioriti...

Marriage and money both require one key ingredient: maintenance. In this candid episode, James is joined in-studio by Jeff McPherson and Todd Spencer—two longtime friends and leaders who’ve navigated physician families, shifting schedules, and the messiness of real life. Together, they unpack why couples often clash about finances and how small, intentional rhythms can transform both wealth and re...

Physicians spend years mastering medicine but rarely pause to define what truly matters most in their lives. Without that clarity, it’s easy to fall into indecision land—burnout, unfulfilling success, and money decisions that don’t match your priorities. In this empowering session, James Nutter guides you through a values workshop designed to uncover your top three core values. These become the fi...

You sacrificed years of training, piled up student loans, and now you’re finally earning real income as a 1099 physician. But instead of clarity, many find themselves overwhelmed—unsure of how to handle taxes, structure their business, or avoid leaving thousands on the table. In this masterclass-style conversation, James (@JamesNutter), Jeff McPherson, and CPA Matt Barzak share the exact framework...

Most financial advice is math-heavy and heart-light—focused on returns, percentages, and cookie-cutter formulas. But your relationship with money runs deeper than a spreadsheet. In this episode of A Life Well Lived , James Nutter guides you through the Money Love Language exercise from the Gottman Institute’s “Meaning of Money” framework to help you: Identify your top 3 Money Love Languages—securi...

In this episode, James Nutter shares the exact 13-minute scorecard he uses with every new physician client to identify financial weak spots fast — and take back control. You’ll learn: How to reassess your financial vital signs and uncover hidden risks What it really means to be “Eagle Strong” in your cash flow, protection planning, and financial organization Why most high-income families are still...

Are you aware of your cash flows? Most neglect, wise physicians understand. In today’s episode James Nutter continues the Take Control Rx series as he dives into cash flows and emergency reserves, providing insight into understanding money in and out, determining free cash flows, and setting up a peace of mind fund. He offers practical tools like the circulatory cash flow system and the Rocket Mon...

In this powerful episode of the Life Well Lived: A Physician’s Guide to Wealth podcast, James Nutter invites you inside a live masterclass that’s part personal story, part tax strategy, and fully packed with actionable steps. Alongside his business partner and mentor, Jeff McPherson, CFP®, James explores how 1099 physicians can leverage a little-known tax optimization strategy: legally hiring thei...

In this episode, James Nutter shares the exact 20-minute process he uses with every new physician client to get financially organized for life. You'll learn how to set up your digital vault, track your entire financial life in one place, and eliminate the stress of scattered accounts, unknown policies, and forgotten logins. This isn’t just theory — it’s the same onboarding workflow that helps phys...

Money fights aren’t just frustrating—they’re one of the biggest threats to a healthy relationship. In this special replay from Dr. Tammy Crouse’s Grand Rounds series on the Financial Residency Podcast, James Nutter joins the conversation to share a step-by-step strategy to reduce financial tension and increase alignment—especially for physician couples juggling high-stakes careers and big financia...

James Nutter dives into four essential financial habits for new physicians transitioning to attending status. Drawing from client success stories, James emphasizes the importance of a well-structured financial plan, setting personal life goals, and understanding cash flows. Listeners receive practical advice on scheduling "money talks," creating a life plan, managing new income, and developing an...

Imagine walking into an ER with a broken femur. The first thing any good doctor does? Check your vitals. That’s exactly how James approaches your financial health in this foundational episode of Life Well Lived: A Physician’s Guide to Wealth . Broadcasting from a library studio in Ada, Michigan, James kicks off a new series walking us through the real client journey ... from disorganized to Eagle...

Building wealth isn’t just about numbers—it’s about purpose. In this solo episode, James Nutter kicks off a transformative series by sharing the exact process his clients go through when they join I AM Wealth: “Getting It Together Forever.” But before diving into deductions or investment strategies, James walks you through the most important question of all: Why are you here? Using a powerful exer...

Join us for an enlightening episode of the "Life Well Lived - A Physician's Guide to Wealth Masterclass," brought to you by IM Wealth . In this workshop, host James Nutter engages with financial experts Matt Barczak and Jeff to explore the intricacies of financial planning and structuring, specifically tailored for medical professionals operating within a 1099 framework. Starting with common finan...

In this engaging episode of "Life Well Lived: A Physician's Guide to Wealth," host James Nutter is joined by the dynamic Dr. Mary Anderson to delve into the complex issue of burnout, especially as it affects high-achieving professionals like physicians. Dr. Anderson shares her insights on how to balance drive and well-being, referencing her widely-acclaimed book, "The Happy High Achiever," now ava...

When it comes to your first attending contract, the stakes are high—and the fine print is even higher. In this power-packed episode, James Nutter is joined by two heavy hitters: Jon Appino, founder of Contract Diagnostics, and CFP Jeff McPherson. Together, they dissect the most overlooked clauses, the real cost of skipping a review, and how to avoid turning your dream job into a financial nightmar...

Is this all there is? That quiet question haunts so many physicians navigating rigid hospital systems, RVU pressures, and the creeping feeling of burnout. But it doesn't have to end there. In this powerful conversation, James Nutter welcomes Donovan Miske—CEO of Kona Medical Consulting and trusted advisor to over 12,000 physicians—to explore how doctors are flipping the script on their careers. Fr...

Think all financial advisors are working in your best interest? Think again. In this solo episode, James Nutter pulls back the curtain on the financial industry and empowers physicians to take the driver’s seat. Whether you’re hiring your first advisor or reevaluating your current team, this episode is your guide to spotting red flags, understanding credentials (like what “fiduciary” really means)...

Money is the number one source of stress for most American families—and physicians are no exception. In this candid, educational, and downright entertaining episode, host James Nutter teams up with CPA Matt Barczak and CFP Jeff McPherson to reveal the five most common and costly financial mistakes physicians make. Whether you're a W2 doc, locums, or in private practice, this session is packed with...

When I first started learning about personal finance, I didn’t know what I didn’t know. I thought finding help was simple — ask around, get a referral, and trust the person with the right certifications. But what I didn't realize back then — and what so many physicians still don’t realize — is that not all financial advisors are built the same. Some are required by law to put your best interests f...