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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Beyond the Paycheck – Financial Planning & Wealth Strategies for Physicians
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 Demystified: What Every Physician Needs to Know
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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Burnout to Breakthrough – Interview with Dr. Ben Stone
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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FIRE Movement Redefined – Balanced Wealth-Building Strategies
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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Real Estate Diversification – Smart Investment Strategies
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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Why Budgeting Matters – Align Your Finances
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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What a Trump Win Means for Your Personal Finances
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 Can You Really Afford? – Budgeting for a Home
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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