Financial Residency
Financial Residency Network
As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That's where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You'll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and your family. I have witnessed residents and fellows bombarded by life and disability insurance salesmen and other "investment" pitches that are not in their best interest. You didn't receive any formal financial education in your decades of medical training, so how are you supposed to know the good financial advisors from the bad? This podcast will help with that. Remember, it's ok to not know the difference between a ROTH IRA and a 403b or which 529 plan is best. This podcast will simplify highly complex concepts and translate industry jargon into plain English. Are you ready to take action and make smarter, more informed financial decisions? Great - let's do this! Let your financial residency begin.
Episodes
Mentioned books
Nov 30, 2020 • 36min
When is the Right Time to Hire a Financial Planner?
Not everyone needs to work with a financial planner, but for those that do, it might be tough to figure out when the "right time" is and even who should you actually hire. Ryan takes a deep dive into the who, what and when is the right time (and type!) of financial planner to help you navigate your financial goals. If you still don't have a financial plan, spend the $25 and build your own plan by buying Taylor and Ryan's book on creating your financial plan without the long hours and sleepless nights. www.financialresidency.com/book
Nov 23, 2020 • 28min
There's A Lot To Be Thankful For
Many of you have been asking me where I have been hiding Taylor! She is out of hiding and going to be hanging out with me today. We'll be talking about personal finance, things going on in our lives and our community, and really despite all the things happening in the world today that there is just a lot to be thankful for! Don't miss the FIRST EVER $50K Financial Residency scholarship being offered to medical students this Thanksgiving 2020 courtesy of an anonymous foundation. 10 lucky recipients will be awarded $5K each! Apply here: www.financialresidency.com/scholarship
Nov 16, 2020 • 28min
What Your Financial Advisor Should Be Doing For You
While your schedule is insane and unpredictable, you want to know your advisor is always going to make decisions with your best interest in mind. But how could you know if your financial advisor is doing exactly what you need for your portfolio? These are the things you should consider. Want to be a lucky recipient of a $5000 scholarship? Be one of 10! Financial Residency has partnered with a foundation to giveaway $50k! Learn more here: www.financialresidency.com/scholarship
Nov 9, 2020 • 31min
Community Questions on the 50/25/25 Rule, Retirement and HSAs
A few in the community asked about retirement options for w2 employees, the thinking behind our 50/25/25 rule, the power of HSAs, and Roth IRAs. Have a question too? Head over to www.financialresidency.com/question to record your questions and get them answered on the show!
Nov 2, 2020 • 27min
Answering Your Community Questions on Taxes, 529s, Investing, and More!
We're so encouraged to have our community ask us their financial questions. Have one yourself? Call and record it at www.financialresidency.com/question and we'll feature it on an upcoming show! The Physician Philosopher's Alpha Group Coaching Experience is closing tonight, 11/2, at midnight! Don't miss out on your opportunity to live your best life. Sign up here: www.financialresidency.com/ACE
Oct 31, 2020 • 24min
Why is Life Coaching for Physicians so Critical?
The Physician Philosopher found out the hard way that life coaching was necessary. In this FB Live replay, Jimmy explains the reasoning other physicians find their way to life coaching themselves. Join Jimmy's free webinar: www.financialresidency.com/tppwebinar Enroll in the course: www.financialresidency.com/ACE
Oct 26, 2020 • 43min
Year End Tax and Financial Planning To Dos
Brought first to our FB Community called Physician Finance, John McCarthy, Co-founder of Physician Tax Services, Kayse Kress, Director and Partner at Physician Wealth Services, and I talk about year end tax planning and financial planning to dos. Maybe you missed it? Join us as we revisit these topics. Be sure to join The Physician Philosopher's webinar on curbing burnout and discovering the life of your dreams before it closes on 11/3 here: www.financialresidency.com/tppwebinar Other links mentioned in the show: www.physiciantaxadvisors.com www.physicianwealthservices.com
Oct 12, 2020 • 36min
Savings and Real Estate Questions From Our Community
For the entire month of October, we're doing something a little bit different. We're bringing your questions on air about the topics you tell us are important to you. Emergency funds, deferred spending, physician home loans, and the debt snowball method. And! If you have a question for yourself, call in here www.financialresidency.com/question to get it featured in an upcoming show. Check out these links mentioned in the show!Financial Planning: www.financialresidency.com/pws Insurance: www.financialresidency.com/insurance Physician Home Loans: www.financialresidency.com/homeloan
Oct 5, 2020 • 30min
Early Career Finance Questions From Our Community
All month, I'm answering listener questions from our community. If you have a question, I'd encourage you to go to www.financialresidency.com/question and get yours featured on air. If we miss you this round, don't worry. We're always looking for ways to get you the answers you need and could feature yours on future shows as independent segments.
Sep 28, 2020 • 24min
The Doctor Podcast Network Big Reveal
There's something super special happening for our audience and the physician audiences of several other podcasts. We've kept a tight lid on this one because with COVID, we weren't sure what the landscape looked like for other creators. I'm excited to reveal that Financial Residency, Dr. David Draghinas of Doctors Unbound, in addition to other shows like Private Practice Matters and The Physician's Guide to Doctoring are all coming together in a more powerful way! Check out this episode to see exactly what that means for you. Be the first to know when Doctor Podcast Network is in full swing! Sign up here: www.financialresidency.com/dpn
