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.

• Jackie Griggs: LinkedIn

• VTSAX-Vanguard Total Stock Market Index Fund Admiral Shares

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

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. 

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