Season 1
Episodes
Should I pay down debt or invest?
On today’s show…
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Is it finally time to pay off my student loans?
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I make $700,000 a year and I want my spouse to work..am I wrong?
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Should I put my college money in cash or 529s?
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Did my $2M home...
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How should I choose a tax preparer?
On today’s show…  • How do I choose the right tax preparer?  • Why didn’t my automatic payment come out for my mortgage?  • Should we move closer to our parents?  • Should I count on hitting my RVUs?  • Should I buy...
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Are Financial Advisors Worth it for Physicians?
You’ve been waiting for it all this time. So here we are, on our 67th episode - here comes the shameless self promotion. Right? I mean what advisor doesnt think they are worth it.
Well not only do we believe we are...
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Physician College Planning: What your colleagues are saying now
Physician culture is a funny thing. Your colleagues may be thinking the same thing you’re thinking (about paying for college) but you would never know.
Well, we do.
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As our in house college planning specialist, Nate...
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Demystifying Defined Benefit Plans with Courtenay Shipley
If something seems too good to be true, it probably is (not?) When physicians hear that they could save tens of thousands of dollars in taxes by utilizing a Defined Benefit Plan for retirement saving, it sounds like a...
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Physician Vacation Homes: Swipe right? Or left?
Happy (somewhat belated) Valentine’s Day physician moms and dads. Did you remember to make a date or buy your sweetie flowers? If you failed it’s not too late, you can still buy them a vacation home!
But should...
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How Can Physicians Balance Their Health With Their Work And Family Lives?
“If you don’t make time for your health now, you will be forced to make time for your illness later.”
You have heard quotes like this before but they don’t change the fact that it is difficult for physicians to make...
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Three Ways Physicians Can Get The Things That Money Cannot Buy
Money won’t buy you happiness.
You have all heard this before and by and large everyone agrees with this statement, yet for many physicians your actions say otherwise.
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Listen in as Nate lays out how working with...
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Good news for physicians planning for college
Remember the good old days?
I’m not talking about the days where teenagers consistently used words like “sir” and “ma’am”, I’m talking about when those teenagers could get away with paying for college with nothing but...
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The wrong way to think about your physician inheritance
Einstein famously said “Compound interest is the eighth wonder of the world. He who understands it, earns it … he who doesn't … pays it.”
In today’s episode Nate and Ben discover that this compounding effect is not...
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Open enrollment blunder costs physician $366,000
Did you brush your teeth today? Of course you did.
But did you actually think about what you were doing? Probably not.
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Insurance open enrollment is like that. It’s something you do every year and you probably don’t...
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Your Old Physician 401k: Time Bomb or Treasure Chest?
Imagine your physician Retirement Fund is one big pie. If you look closely, that pie will primarily be made of a physician 401k or 403b and the entire financial services industry wants a piece. If you’re not careful...
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