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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:

Prepared For Tax Time? Physician Challenges And How To Cover Your Bases! Nov 01, 2021

Show notes

As a physician, there are things that you may not be aware of that can help make tax preparation easier. Have you started to prepare your taxes... and wonder where is that random receipt? You didn't know you needed it until right then! There are pitfalls, but what can you do to avoid them? There are things you may be missing, but how do you know what they are? Ryan and Jon talk about the things you may not think about when doing taxes as a physician. Today's Sponsor is Locumstory. Go to financialresidency.com/locumstory to find out more.

Ready To Save For When Your Child Attends College? 529 And Other Options. Oct 31, 2021

Show notes

Have you thought about how you are going to save to pay for your child's college education? College tuition is going up every year. It is imperative to have a plan for paying college expenses. The most common way parents pay for their child's education is a 529. What is a 529? What do you need to know about a 529? Some options can be just as effective as a 529. Today Ryan and Amy Chao, one of the founders of College Backers talk about using a 529 and how College Backers can be another valuable tool.

The Impulse Buyer! How To Prevent And Stop Impulsive Spending Habits. Oct 30, 2021

Show notes

Impulse buying can be good in rare situations. Most often, a rushed buying decision ends badly. On top of that, it can lead to many financial issues, such as debt. Good money management is essential and takes a well-thought-out strategy. In this episode, Ryan and Jennifer discuss how someone can unknowingly fall victim to impulsive spending and steps to take that slow down impulsive buying habits. Today's Sponsor is CompHealth. Just head to financialresidency.com/comphealth and see what locums can do for you financially.

Investing in Real Estate Sep 27, 2021

Show notes

Ways to generate passive income is a question many people have. You may be interested in investing in the stock market. Additionally, you may look at real estate as a way to generate passive income. What are the advantages and disadvantages of both? What are the things to know? Is there passive income, or is there a great deal of work required? In this episode, we discuss all of these questions and more. The question was submitted by a listener named Greg. Today's Sponsor is Locumstory. To find out more about Locumstory go to doctorpodcastnetwork.com/locumstory

Become an empowered, smart, and sophisticated investor this Fall. Go to financialresidency.com/multifamilyfall

Estate Planning 101: What Is A Revocable Living Trust And How Can It Help Physicians Save Money? Sep 16, 2021

Show notes

It's no secret that most people avoid estate planning - it's an uncomfortable topic to discuss! At some level, we're talking about death planning. But our discussion today is about revocable LIVING trusts - an important estate planning document that can preserve your hard-earned assets and help your loved ones avoid probate, which can be a confusing, expensive, and inconvenient judicial process. In this episode, learn how to utilize revocable living trusts effectively as approachable attorneys, Notesong and Nathan, demystify this magical estate planning tool.

Ready to take the next step in your estate plan? Connect with Notesong and Nathan at www.financialresidency.com/tw To learn more — and try Deputy out for free — go to www.doctorpodcastnetwork.com/deputy

How to Use Patience to Find Success in Money Management Sep 06, 2021

Show notes

Ever heard of the phrase "Time is Money!"? It means don't waste time. However, being patient has a lot to do with money than we realize. In this episode, Nick True of Mapped Out Money says that our happiness, success, and our thought-processes revolve around our ability to be patient. When you throw money into the mix, things become more complicated! Just how patient do you need to be? Deputy makes it easy to schedule staff in line with patient demand, communicate schedules with your team, and instantly find replacements when someone calls out sick. To learn more — and try Deputy out for free — go to www.doctorpodcastnetwork.com/deputy

Becoming a Strategic Quitter with Dr. Lynn Marie Morski Aug 23, 2021

Show notes

Frankly, it's easy to make a knee-jerk decision to quit your job… but when it comes down to the fear of the unknown, you might be channeling unaddressed energy that causes you to go down a path that might not be the best suited.

The mindset shift involved in strategic quitting happens when you discover what your ideal life looks like says my guest, Dr. Lynn Marie Morski.

This episode is sponsored by VIVE Funds. Is commercial real estate investing interesting to you? Need a partner? Allow VIVE Funds to show you the way. Reach Veena Jetti and her team at www.doctorpodcastnetwork.com/vivefunds

Reach out to CareCloud for your medical billing needs? We got you. Find them at www.doctorpodcastnetwork.com/carecloud

The Fundamentals of Estate Planning (And Why It Matters) Aug 10, 2021

Show notes

You've heard your colleagues talk about estate planning or maybe you happened to stumble upon the term in passing. Do you know how critical it is to understand how an estate plan affects your future? You don't need all the bells and whistles for an estate plan. You do need the basics. See what those basics are in this week's episode! This week's episode is sponsored by a good friend, Dr. Errin Weisman, Founder of Physician Coaching Alliance. If you are coaching curious or a coach yourself, I encourage you to go check out Physician Coaching Alliance at doctorpodcastnetwork.com/PhysicianCoachingAlliance Don't forget to reach out to last week's sponsor, CareCloud. Need a great medical billing partner? Go to www.doctorpodcastnetwork.com/carecloud

Week 1 of 4: Community Q&A (Savings, Investing, & Flex Spending) Aug 02, 2021

Show notes

All month long, Ryan tackles the community's most pressing questions and responds to the comments made by others on those threads for clarity. Does savings accounts, investing, and flex spending sound like topics you'd be interested in too? Good! 'Cause Ryan shares what you should know! Quick shout out to Jessica Briscoe, Kristin Etnier, Diane Cota, and Ali Mae Gardner Johnson for their continued (and very appreciated) engagement in the Physician Finance Facebook Community. Stay tuned next week where we feature 4 more questions. Have a suggestion for which questions go in the show? Shoot desiree@financialresidency.com a note. This week's sponsor is Advice Media. Don't delay booking your demo today for a $60 Amazon Gift Card and some awesome insight on how to improve your digital presence, go to doctorpodcastnetwork.com/advicemedia.

You Can Learn to Win Negotiations (but Probably Not With Your Children) Jul 26, 2021

Show notes

Negotiation is awkward and tough. Everyone wants to win, and in the end, some things are non-negotiable. Maybe it's time to get creative with your negotiations. That's why Jon Appino is back to explain why it's important to get over that discomfort and how to negotiate for your needs with prospective employers. As a physician, you routinely check your patients' health. But when was the last time you checked the financial health of your practice? Request your free revenue cycle assessment and learn more from today's sponsor, CareCloud, at www.doctorpodcastnetwork.com/carecloud

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