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…
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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,…
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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…
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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,…
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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 joins us to share his journey of…
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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…
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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…
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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…
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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…
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How much house is the right amount?   In this episode, Jen Quire, Partner and CFO, explores the financial and emotional complexities of buying a home.   From changing American expectations of home size to…
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Are you unknowingly paying more taxes than you should?   Double taxation is a common but avoidable issue that costs people thousands of dollars each year.   So, in this episode, financial planner Hugh Baker…
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We’re back! After a brief hiatus, we’re excited to relaunch Finance for Physicians with fresh insights and a commitment to bringing you new episodes twice a month. Today, I’m sitting down with student loan expert…
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