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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Repayment Plans Under Review: What Proposed Changes Could Mean for Physicians
Are student loan repayment plans about to get completely overhauled? And what does that mean for physicians? In this episode, I’m joined once again by student loan expert Jeff Wenger to break down the proposed…
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Late Start, Big Lessons: Bill Yount’s Advice to Physicians
Have you ever felt like you’re way behind on your finances? In this episode, I’m joined by Dr. Bill Yount, practicing ER physician and host of the Catching Up to FI podcast, who’s here to…
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Teaching Kids About Money: How to Raise Financially Savvy Adults
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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Fool’s Gold: The Shiny Objects That Distract Us from Real Wealth
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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