A Life Well Lived: A Physicians Guide to Wealth

In a re-released and highly relevant episode, James Nutter exposes the hidden realities of the financial advisory world. Drawing from his experience and past features on the Financial Residency Podcast, he outlines 7 key steps every physician should follow when hiring a financial advisor. You'll learn why not all financial advisors are created equal, what the different licenses mean (Series 6, 7,...

James Nutter pulls back the curtain on the murky world of financial advisor compensation, exposing five distinct models — from robo-advisors and commission-based salespeople to fiduciary flat-fee planners. Using relatable metaphors (like leg amputation versus ACL repair), he emphasizes the importance of working with a fiduciary advisor who is legally bound to act in your best interest.  Physicians...

What if the pathway to financial peace wasn’t just about earning more—but learning what truly matters to you? In this heartfelt episode of A Life Well Lived , Dr. Lisha Taylor joins James to share the story behind her unique journey from Wall Street dreams to the heart of sports medicine—and how growing up in a money-savvy but value-rooted household changed everything. Now a practicing physician,...

In this insightful episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter delves into the powerful concept of self-investment as a cornerstone for achieving both financial and personal success. Drawing on examples of high-profile individuals such as Robin Williams and Avicii, Nutter illustrates the pitfalls of financial abundance without personal fulfillment. He emphasizes the...

1099 income can open incredible financial opportunities — if you know where to look. In this special edition of A Life Well Lived , James hosts a live IM Wealth Masterclass featuring CPA Matthew Barczak, who partners with over 200 physicians nationwide. Together, they dive deep into the tax strategies most physicians miss — from family payroll hacks to the Augusta Rule — and how to stop overpaying...

True wisdom—and financial success—starts with self-awareness. James discusses the importance of introspection, referencing Socrates, Aristotle, and personal growth experiences. He shares how his journey of self-discovery transformed his confidence and relationship with money. He encourages listeners to reflect on their past, question their financial beliefs, and recognize the impact of childhood e...

This episode of A Life Well Lived: A Physician’s Guide to Wealth features a special recording from a recent Physician Financial Wellness Masterclass. James Nutter dives into the latest developments in Public Service Loan Forgiveness (PSLF) and the SAVE repayment plan, breaking down the key legal and political uncertainties physicians need to be aware of. With potential policy shifts on the horizon...

You’ve spent years mastering medicine, but what about mastering your money? In this inaugural episode, we set the foundation for your financial journey—not with complex strategies, but with a simple truth: Your money should be a tool to amplify what already matters most to you. We’ll explore why so many physicians feel financially stuck despite high incomes, how deeply ingrained money beliefs shap...

Physicians are some of the highest-paid professionals, yet financial stress is a persistent burden. Between student loans, conflicting advice, and the pressure to “live like a resident” versus enjoying life, many doctors feel trapped in a never-ending cycle of uncertainty.  This episode dives into the emotional weight of money, the internal conflicts physicians face, and a roadmap to taking back c...