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Financial Residency — Business
Financial Residency

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.

Copyright: © Financial Residency LLC. All Rights Reserved

Latest Episodes:

Coffee & Contracts: Outside activities and approval May 17, 2023

Show notes

There are a lot of questions about side gigs. Today I want to talk about side gigs and address some questions.

LINKS:

www.ContractDiagnostics.com

Coffee & Contracts: What if the employer won't negotiate May 16, 2023

Show notes

Today I want to address a question that came up about an employer not wanting to negotiate a contract.

LINKS:

www.ContractDiagnostics.com

Grand Rounds: What to expect as you transition from training to attending with Jon Appino May 15, 2023

Show notes

If you are going from residency or fellowship to an attending position, you are about to make some major changes. Dr. Tammy and Jon talk about this transition and what you might expect.

They explore the gap time between the two jobs, disability insurance, home ownership versus renting, assessing your new position and giving yourself some grace when learning your new role.

Jon is the owner of Contract Diagnostics and podcast host of Coffee and Contracts with Jon on the Financial Residency network.

You can learn more about Jon at www.ContractDiagnostics.com.

Financial Vitals: Considerations As You Transition Into Practice - Tax Planning May 13, 2023

Show notes

Today I want to talk about tax planning. Resources: The First Step To Reduce Your Taxes with David Glenn https://financeforphysicians.co/2020/12/10/the-first-step-to-reduce-your-taxes-with-david-glenn/ Maxed Out My 401k, Now What https://financeforphysicians.co/2022/09/08/maxed-out-my-401k-now-what/ Can You Max Out Both Your 403(b) and 457(b) Plans? https://financeforphysicians.co/2022/04/07/can-you-max-out-both-your-403b-and-457b-plans/

Coffee & Contracts: Hospital vendor contract changing May 12, 2023

Show notes

Today I want to talk about a contract we reviewed for a physician.

LINKS:

www.ContractDiagnostics.com

Financial Vitals: Considerations As You Transition Into Practice - Disability And Life Insurance May 11, 2023

Show notes

Today I want to talk about disability and life insurance.

Resources: What Every Physician Should Know about Long Term Disability Insurance With Lawrence Keller https://financeforphysicians.co/2020/09/22/what-every-physician-should-know-about-long-term-disability-insurance-with-lawrence-keller/ What Type of Life Insurance Should You Own? https://financeforphysicians.co/2021/04/22/what-type-of-life-insurance-should-you-own/ Why is Permanent Life Insurance Such a Terrible Short Term Investment https://financeforphysicians.co/2021/04/29/why-is-permanent-life-insurance-such-a-terrible-short-term-investment/

Coffee & Contracts: When to start job searching May 10, 2023

Show notes

Today I want to talk about when to start the process for your contract.

LINKS:

www.ContractDiagnostics.com

Mortgage Minute: What is the difference between Prequalification versus Preauthorization? May 09, 2023

Show notes

Before you buy a home, your realtor will likely ask you for a letter from your lender to verify that you are qualified to buy the home. Your lender has two options to provide you - a prequalification or a preauthorization letter.

Doug discusses the difference between the two and why you might want one over the other based on your circumstances.

Grand Rounds: Larry Keller Talks About Changes in the Disability Insurance Industry May 08, 2023

Show notes

Many insurers have made changes to their policies in the last month or two, which may affect Guaranteed Standard Issue policies, unisex rates or automatic increases based on inflation. Larry goes through each of the major companies to talk about these changes.

If you have questions about obtaining a disability insurance policy or would like Larry Keller to review what you currently have, you can reach him at LKeller@PhysicianFinancialServices.com or visit his website www.PhysicianFinancialServices.com.

Financial Vitals: Considerations As You Transition Into Practice - Student Loans May 06, 2023

Show notes

Today I'm gonna be talking about the second big consideration as you transition into practice and that is student loans. Why Federal Student Loans Are A Great Bet For Many Physicians With Travis Hornsby https://financeforphysicians.co/2020/10/15/why-federal-student-loans-are-a-great-bet-for-many-physicians-with-travis-hornsby/ Avoid Leaving Money On The Table With Federal Student Loans https://financeforphysicians.co/2021/02/04/avoid-leaving-money-on-the-table-with-federal-student-loans/ When To Refinance Student Loans https://financeforphysicians.co/2021/09/02/when-to-refinance-student-loans/

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