Finance for Physicians

How do you teach your kids about money?

In this episode, I sit down with Heather Lovallo to explore practical, real-life strategies for teaching our children financial responsibility.

Listen in as we explore simple ways to help your children build strong financial habits—without needing to be a money expert yourself.

Plus, you'll hear about resources, including books and activities, to make learning about money both fun and impactful for children of all ages.

Are you chasing financial freedom or just another shiny object?

Your buddy tells you about the next big investment—crypto, rental properties, AI stocks—and it all sounds too good to miss, right?

So you dive in, and then... April Fools! You've lost it all.

In today’s episode, I’m joined again by Jackie Griggs to shed light on one of the biggest pitfalls we see in financial planning: shiny objects.

We're talking about those hot investment tips, buzzword trends, and “get-rich-quick” schemes that promise easy money with little effort.

Listen in as we break down how to spot these distractions, filter out the noise, and stay focused on your long-term goals.

Plus, we’ll explore the “why” behind the financial decisions you make to help you avoid falling for the next big hype.

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Are you ready to take the leap from residency to your first attending job, but wondering how to ensure your finances—and your family's future—are set up for success?

In today's episode, I’m sitting down with Jordan, a second-year internal medicine resident who's preparing for his first attending role.

He’s got his finances in solid shape, but he wants to make sure he and his family are set up for long-term success as he steps into this next chapter.

Listen in as we talk about how Jordan is weighing job offers, managing a $300K student loan balance, and strategizing his financial plan to align with his family’s values.

You'll hear about everything from managing Public Service Loan Forgiveness (PSLF) to setting up a strong foundation with insurance and emergency funds.

• Connect with me on my LinkedIn

• Contact Finance for Physicians

• Finance for Physicians

• To schedule a call with one of our awesome planners, book HERE.

Disability insurance is a crucial safety net for physicians, but many don’t realize the hidden risks that could leave them financially vulnerable.

In this episode, we welcome back Lawrence Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF, a 34-year veteran in the insurance industry, to break down the complexities of disability coverage.

With the landscape of disability insurance constantly evolving, understanding your policy’s fine print is more important than ever.

Listen in as Lawrence shares tips on maximizing coverage, avoiding common pitfalls, and leveraging gender-neutral pricing to reduce costs.

Whether you're a medical student, resident, or an established practitioner, this episode will give you the knowledge to make informed decisions and protect your financial future.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Feeling stuck in your career?

If you're unhappy, making a change might be the key to a better life—especially as a physician.

In this episode, Dr. Ben Stone shares his journey of navigating burnout, balancing work and life, and making smart financial decisions.

He opens up about his transition to earning physician-level income, avoiding lifestyle creep, and how his perspective on patient care evolved over time.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Is the push to retire early actually making your life harder?

In this episode, we break down the FIRE (Financial Independence, Retire Early) movement and why so many physicians feel pressured to work excessive hours just to exit their careers sooner.

We discuss the hidden costs of this mindset—burnout, stress, and missed life moments—and explore a more balanced approach to financial freedom.

Instead of chasing early retirement at all costs, we share practical strategies for building wealth while maintaining a fulfilling and sustainable career.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Is real estate the key to diversification, or is it a step toward concentration?

Today we dive into the complexities of diversification in real estate investing with Certified Financial Planner™ Jeff Wenger.

Listen in as we explore common misconceptions and discuss what true diversification looks like, particularly when it comes to balancing real estate with other investment options.

You’ll learn the significance of having a varied portfolio, how real estate fits into broader investment strategies, and why some investors might be shifting toward more concentrated portfolios without even realizing it.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

What does your money say about your values and priorities?

In this episode, we dive into the power of budgeting—not as a punishment, but as a tool to feel empowered and in control of your finances.

Listen in to learn how to take a snapshot of where your money is going, organize your spending into categories, and align your financial habits with your goals.

Whether it's planning for retirement, saving for holidays, or simply gaining clarity on your expenses, this episode provides practical steps to make your finances work for you.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

With the recent election now over and year-end tax planning on the horizon, many investors are feeling anxious about the future of their portfolios.

In this episode, we'll cut through the noise and provide practical advice to help you navigate these uncertain times.

You'll learn how to maintain a long-term perspective, avoid impulsive decisions, and understand the potential impact of upcoming tax changes.

We'll also discuss the importance of working with a financial advisor to optimize your investment strategy and protect your wealth.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.