Financial Residency

This episode is high-impact on the perspective of how small actions translate to long-term lifestyle results. Sarah Fallaw tells our audience that behavior and mindset have a lot to do with whether a physician treks the millionaire path or not. Take control of your finances with our free financial audit checklist.

You've come out of residency and now have your first big paycheck. Do you do what a lot of physicians do? Buy, buy, buy? But, wait. That's not cool, especially for your desired long-term financial gains. In the end, you're really losing. In this 50th podcast episode commemoration, Whitney Hansen helps me create perspective around how to avoid lifestyle creep. Take control of your finances with our...

Basically having written the foundational fabric in which multifamily investing exists, Veena Jetti realizes not many people know how to vet someone like her. In this episode, she walks me through the 4 pillars of vetting a multifamily sponsor. Make sure to subscribe to get our free templates!

Give More HUGS, a 501(c)(3), has grown, in part, of its backing from the medical community. Founder, Chris McGilvery is a believer in providing resources to underserved areas. Since 2011, they've elicited donations for programming to help disadvantaged students. 92% of funds are committed for that purpose. Make sure to subscribe to get our free templates!

Physician burnout is a good thing?  Dr. Jeff Smith talks about the overwhelm of the doctor's daily routines that contribute to a depersonalization of their work, but finds it to be an opportunity to shift course. He admits to experiencing burnout daily where he is forced to reassess and proactively change the situations contributing to an emotional breakdown. Make sure to subscribe to get our free...

We are reviewing physician blogger Dr. Breathe Easy's 12 Toddler Steps to Financial Freedom, a reference to Dave Ramsey's 7 Baby Steps. We go through all 12 incl. paying off credit card debt, having an emergency fund, and refinancing loans, to name the first few. Kayse Kress is here to join me on this convo made for work BFFs. Jump start your financial residency with these free resources !

To honor our Veterans, I interviewed Jeff at USAA. USAA is a proud sponsor and supporter of the military and their families, so the timing is perfect. We talk about what a Financial Readiness Score is and how it's calculated, so members can review their finances at a glance. I talk about how I find this product to be similar to a robo-planner. Listen to why I think that is. Make sure to subscribe...

A lot of physicians are finishing med school and beginning to make choices about their future. Understanding the expectations of their employment contracts is one of those choices impacting their next move. Jon Appino helps our listeners sift through the basics of compensation, bonuses, termination clauses, non-competes, and post termination provisions. Make sure to subscribe to get our free templ...

We are back to answer listener questions in this insightful episode where The White Coat Investor joins me as we approach some of the most pressing questions our listeners are challenged with. He talks Public Service Loan Forgiveness, establishing a relationship with a financial planner, and banking to put our callers concerns to rest. Take control of your finances with our free financial audit ch...

Chris Mamula takes us through a journey of working with a poor financial advisor and then eventually winding down the early retirement path on his own. He touched on his experience such as fees, taxes, missed ops and the overall nightmare that ensued. Through extreme financial planning and evaluating his goals, Chris helps others become their own advocates. Make sure to subscribe to get our free t...

Live on the floor of FinCon, we discuss doing locums work for a healthy side income. Calling bluffs, choosing a location, and starting the vetting process from scratch are just a few things Dr. Carrie Reynolds elevates our knowledge about! Oh, and pave a way for a working interview? Yeah, we talk about that too. Make sure to subscribe to get our free templates!

My better half, Taylor Inman, MD, and I recently experienced a move from Las Vegas, NV to San Diego, CA. Trying really hard to stick within a budget for a new home, Tay and I reflect on some of the good and bad of the home buying process. Our family had a lot riding on the move with our kids and a potential new job, so the stakes were high for our new home and for our sanity. Curious How Much Home...

The whole "show us your friends, I'll show you your future," in fact, means everything when applied to our finances. Nick True discusses why we need to be more conscious of the people we hang around. He encourages our listeners to consider the science behind how we behave when we're around our inner circles—they very well may be the deciding factor in having empty pockets or a full bank account. T...

We are covering how physicians can invest in real estate and ensure their return is worth it! Bringing his "giant list of 16" on investing in real estate, Dr. Peter Kim curates the conversation by laying out realistic and rewarding ways to bring more money into the pockets of hard working physicians. Take control of your finances with our free financial audit checklist.

We are turning the dreaded B-word into the much anticipated F-word… (oh wait – that sounds bad). Andy Hill is here talking budgets and financial freedom. In this very wholesome episode, we bring up the expenses that tend to creep up on our families, money talks with our spouses, and "brainwashing" the kids to do their chores so they can buy what they want. Make sure to subscribe to get our free te...

Your finances are dependent on your actions and those actions are dependent upon the knowledge you acquire. White Coat Investor brings this concept to us in the form of his notable "Live Like a Resident" philosophy—which most of us find really hard to do. Listen how living like a resident will do you more good than not down the road. Jump start your financial residency with these free resources !

Jumpstart your Financial Residency in 14 days? PT Money is in the house and he is here to show us how it's done! PT, aka Philip Taylor, is not your average blogger. He's more like your ultimate money nerd with a gold chain and in this episode, he shows us why! Jump start your financial residency with these free resources !

With his wife being a pediatrician and with twins rummaging around, Joe Saul-Sehy is the perfect person to talk pinching pennies for the sake of stretching your stash. A big deal in the world of finance, Joe Saul-Sehy of the Stacking Benjamins show joins me for this insightful episode! Jump start your financial residency with these free resources !  

Do you know what you want in life so you aren't spending money trying to impress people who might out-impress you tomorrow anyway? Maybe it's time to gain a solid perspective on how to balance your time versus money. Rocky Lalvani spends time with us to talk about time versus money. The discussion is a quality-derivative in terms of living a life you don't have to struggle to maintain. Take contro...

What happens when you put the right systems in place to help you manage properties from a distance? A well-developed business emerges is what happens. There are a ton of great resources you can use to make your life a lot easier as a long-distance property manager. Mike LaCharite joins me to discuss why this venture requires careful consideration of all of its working parts. In this episode, we'll...

It's no secret that delving into the multifamily investment space will place your investor bucks in the right places. The secret is placed in understanding the ins and the outs of starting on this path, including the risks involved, effectively vetting the market, and pursuing successful financial structures. This show is sure to help you begin this journey with the mystery lifted. Veena Jetti and...

Do you know why you should manage your personal finances like a business? If you're listening to this podcast, you are more than likely very in tune with your finances. Or, perhaps, you may just be beginning to understand how important they are. Whatever your journey, people like Eric Rosenberg make the process easier to understand. Your confidence level in running your personal finances like a bu...

Bust out your spreadsheets and go on a money date! Money dates are a "fun and relaxed" way to connect with your partner on your finances and an opportunity to revisit what you both are working towards as a unit. Elle Martinez and I cover what it means to go on a money date. She gives fantastic advice in this episode, so be sure to open your mind (and your relationship) to the information she share...

We discuss exactly what physicians need to do to run a successful short-term rental that will almost guarantee you more money in your pocket!  Dr. Dave Draghinas joins me to discuss this side-gig of his in detail. Being a short-term rental landlord has many benefits and it has this money nerd all sorts of excited.  Make sure to subscribe to get our free templates!

Physician term insurance and disability insurance are important topics for our audience-- important enough that I decided to have a lingering dialogue about it following our last episode for this Curbside Consult. We continue the conversation with Larry Keller. This time to answer questions polled by my Facebook groups, Physician Finance and Financial Residency, regarding term, disability, and sup...