A Life Well Lived: A Physicians Guide to Wealth

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...

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...