Everywhere you look, someone’s promising passive income. Real estate syndications, crypto, private deals — they all sound like the fast track to financial freedom. But what if the real wealth builders are the “boring” investments…
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Swipe Smarter: Credit Card Points Strategies for Physicians
Credit card companies are masters at dangling shiny objects — “100,000 bonus points,” “free flights,” “VIP lounge access.” It’s tempting to believe these offers will save you thousands, but are they really worth it? For…
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Hot Questions on Markets, Tariffs & Real Estate: What You Should (and Shouldn’t) Do
When the headlines are full of uncertainty, it’s natural to wonder if you should change your investment strategy. Tariffs, market swings, the allure of real estate… many physicians are asking the same big questions: “How…
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Work-Life Balance for Doctors: Designing a Fulfilling Physician’s Career
Physicians spend a decade or more training for a career they believe will bring fulfillment and stability. But what happens when the reality doesn’t match the dream? Dr. Brad Bennett followed the traditional path—prestigious training,…
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One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 3)
The student loan landscape just got a major overhaul, and we’re breaking down everything physicians need to know about the massive changes coming from the One Big Beautiful Bill Act. Listen in as Daniel and…
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One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 2)
We’re back for Part 2 of our deep dive into the One Big Beautiful Bill Act (OBBBA), this time covering the updates that could open new opportunities for your finances. Listen in as we break…
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One Big Beautiful Bill Act Breakdown: Which Changes Actually Matter to You? (Part 1)
Big tax law changes are here, and they could have a major impact on your finances. In this episode, we’re breaking down the One Big Beautiful Bill Act (OBBBA) and what it means for physicians,…
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Should You Get a Prenup or Postnup? What You Need to Know
Should you get a prenuptial or postnuptial agreement? Talking about these is not exactly romantic, but it might be one of the smartest financial conversations you’ll ever have. In this episode, we’re joined by Heather…
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Common Financial Mistakes New Physicians Make
Why do so many physicians stumble financially right after residency? In this special 200th episode, we’re joined by Hugh Baker to break down the most common financial mistakes doctors make as they step into full-time…
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The Mega Backdoor Roth Explained: Who It’s For and When It Works
Is the mega backdoor Roth IRA the ultimate tax shelter—or just a complicated headache? Today we are joined by Jeff Wenger to discuss this lesser-known strategy, breaking down how it works and when it makes…
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Buying vs. Renting: What We Wish More Physicians Knew
Is buying a home always the smarter move—or just what we’ve been told to do? In this episode, Jennifer Quire joins me to reveal the real pros and cons of renting vs. buying, especially for…
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Diversification Decoded: Building a Portfolio for Uncertain Times
Is diversification overrated or more important than ever in today’s market? In this episode, I’m joined by Jackie Griggs to explain what diversification really means and why it matters now more than ever for physicians…
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