Financial Residency - TopPodcast.com

View Top 200 Chart

Back to Rankings Page

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:

Financial Vitals: Managing Finances As A Married Couple Dec 15, 2022

Show notes

When people talk about marriage and finances, they tend to only focus on the positive and optimistic side of the conversation.

However, we have found that studying the potential pitfalls can be just as valuable as narrowing down and focusing on the positive side effects of sharing finances with your significant other.

On today's episode of the "Finance For Physicians" podcast, Daniel is joined by his wife Alison Wrenne to chat more about:

- What the ups and downs of financial management are as a family - How to work better as a team when it comes to communicating financial decisions/struggles - Why discussing finances can often cause significant hardship and heartache to many loving couples

We're so excited to present to you this episode and explore the important topic of family finances!

Links:

www.WrenneFinancial.com

Coffee & Contracts: Breaking a contract? Dec 14, 2022

Show notes

Today what we want to talk about is breaking contracts.

LINKS:

www.ContractDiagnostics.com

Mortgage Minute: Jumbo loan limits are increasing 1/1/23 Dec 13, 2022

Show notes

Jumbo limits will be going up January 1. Doug talks about how that may affect physician and conforming (Fanny & Freddie) loans.

Link to website:

https://dougcrousephysicianloans.com/

Grand Rounds: What to know about filing a disability claim with insurance recover attorney Evan Schwartz Dec 12, 2022

Show notes

We've talked about purchasing a disability policy to protect you if you can no longer practice medicine, but there are things you should know before you file the claim. Please listen as we talk to Evan Schwartz who is an attorney who specializes in insurance recovery and litigation. www.SCHlawpc.com

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Financial Vitals: The Power Of Building In Margin With Your Finances Dec 09, 2022

Show notes

Being a perfectionist or analytical type of person works out well in some areas of life. However, when it comes to financial aspects, especially budgeting, life can become problematic, not predictable.

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about the power of building in margin with your personal finances. Don't set yourself up for failure or disappointment because things change and life happens.

Topics Discussed: • Budgeting: ◦ What are you doing with your money? ◦ What are your day-to-day financial decisions? • Building in Margin: ◦ What is it? ◦ How much should it be? ◦ What are underlying root causes? ◦ What can you afford? ◦ How can it negatively affect your situation? ◦ How to avoid it if possible? • Simple Solution: Shift to mindset that nothing is perfect, build in bigger margin

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Coffee & Contracts: Partnership in the EA and the documents themselves Dec 08, 2022

Show notes

Today I want to talk about partnership agreements and what you should know.

LINKS:

www.ContractDiagnostics.com

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Mortgage Minute: What will interest rates likely do through 2024? Dec 07, 2022

Show notes

Doug explores what interest rates might do in 2023 and 2024 based on moves made by the government to control inflation.

Link to website:

https://dougcrousephysicianloans.com/

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Financial Vitals: Should You Combine Finances With Your Spouse Dec 06, 2022

Show notes

When you're married, should you combine your finances with your spouse? How you navigate money will either pull you together or push you apart.

In this episode of the Finance for Physicians Podcast, Daniel Wrenne talks about managing finances for married couples. Consider the pros and cons of couples combining (or not) their finances.

Topics Discussed: • Good and bad reasons to separate finances: ◦ To keep some stuff private from spouse (i.e., gift giving) ◦ To spend without scrutiny or criticism from spouse (no finger pointing) ◦ Unequal spending habits and/or unequal income causes discomfort ◦ Let the more responsible spouse manage all the money/finances ◦ To hide spending that a spouse does not want the other to know about • In most cases, operate as one and pull everything together. Why? ◦ Consult and follow advice from the Bible ◦ Personal experience transitioning from being single to married ◦ Clients experience better outcomes when finances combined completely ◦ Sheds light on major problematic issues that need to be addressed • Keys to a Good Marriage: ◦ Open communication about issues ◦ Transparency builds and breeds trust ◦ Accountability aspect of sharing everything in a loving way ◦ 50/50: Combining finances helps to establish equality ◦ Compromise when operating as one with combined finances • Action Items - Before Combining Finances: ◦ Talk through and resolve big issues ◦ Get rid of individual accounts and combine them into one joint account ◦ Ongoing, regular conversations about finances to be on same page ◦ Give spouse opportunity to speak and listen to what they have to say ◦ Compromise more often than you have in the past

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Grand Rounds: What you need to know about medical malpractice insurance with Brian Kern Dec 05, 2022

Show notes

Are you well covered for medical malpractice? Are your risks properly managed? Please join us with Brian Kern to explore topics related to risk mitigation in your practice. www.Acadia.pro

Just as the right advice helps you thrive financially. The right support team allows you to excel professionally. Weatherby Healthcare's locums experts will match you with the best jobs, prepare you for success and provide 24/7 support.

https://weatherbyhealthcare.com/

Coffee & Contracts: Full time to part time? Dec 02, 2022

Show notes

Today, I am talking about part time vs full time and how the language differs for physicians on contracts.

LINKS:

www.ContractDiagnostics.com

Related Podcasts