Check out our finance for physicians library. It’s filled with physician specific educational content covering a wide range of personal and behavioral finance topics.
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
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
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,
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
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
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,
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
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
Is the mega backdoor Roth 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 sense,
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
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
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
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
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
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
