In this engaging discussion, Margaret Curtis, a pediatrician, talks about financial strategies for dual-physician households. Josh Katzlis, a financial content director, emphasizes the importance of financial literacy for young medical professionals. Julie Alonso Katzwitz shares insights on mental wellness and navigating financial challenges, while Anthony Ellis discusses transitioning to retirement. Tyler Scott highlights career shifts for dentists, underscoring the role of technology in personal finance management. They explore diverse perspectives, investment strategies, and the necessity of seeking counseling for emotional well-being.

Dr. Tyler Scott, a licensed dentist turned financial planner, discusses the importance of disability insurance for all doctors. Topics include HSAs, saving for future home expenses, capital gains taxes, and cleaning up investment accounts.