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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:

Answering Our Community's Toughest Insurance Questions Sep 21, 2020

Show notes

I've received a number of requests for insight around the topic of insurance. That's why I brought on two veteran professionals to come in and answer our community's toughest questions. The entire month of October is about insurance. If you have a question, please record it at financialresidency.com/question. I'd love to get it featured on the show!

Getting Disability Insurance With Less Than Perfect Health Sep 14, 2020

Show notes

Most of us aren't in perfect health but that shouldn't leave us without one of the most important pieces of a financial plan. With his 30 years of experience in the insurance industry, Larry Keller of Physician Financial Services shares his top 10 common observations when applying for a disability policy with less than perfect health.

Have questions not covered in the show? Reach out to Larry at www.financialresidency.com/pfs

Riders Physicians Need to Review When Choosing a Long-Term Disability Insurance Policy Sep 07, 2020

Show notes

Just like life, disabilities are impossible to predict, not only in terms of when and where they occur, but also in how they affect the physicians who experience them. While disability insurance will not undo the mental anguish of an ongoing physical and emotional condition, this type of coverage will relieve much of the financial stress. Michael Relvas of MR Insurance Consultants explains.

Q&A With The Pros on Investing In Syndications Sep 04, 2020

Show notes

When investing in real estate, the benefits can become ten-fold. Same applies when investing in syndications. Cathy Carroll, MD, CFA, Founding Principal of Ryca.io, Veena Jetti, Founding Principal of VIVE Funds, and I answer the audience's questions about what, why, and when to invest in this episode.

Read more here: https://financialresidency.com/analyze-real-estate-syndication/

What's The Difference Between Tax Deductions vs. Tax Credits? Aug 31, 2020

Show notes

It's not everyday we get to tall about tax on Financial Residency. Although, months like August got us talking about tax every week! Here's our final installation (for the time being) with John McCarthy is Physician Tax Advisors on tax credits vs. tax deductions. Do you know the difference?

It's not everyday we get to tall about tax on Financial Residency. Although, months like August got us talking about tax every week! Here's our final installation (for the time being) with John McCarthy is Physician Tax Advisors on tax credits vs. tax deductions. Do you know the difference? www.financialresidency.com/cpa

Thinking Through Married Filing Separately, PSLF, and Your Tax Situation Aug 24, 2020

Show notes

Contemplating filing joint vs. separate? There are lots of things to consider. John McCarthy of Physician Tax Advisors makes these strong points to weigh.

Physician Tax Advisors is your place to get your tax questions answered! Find the team here: www.financialresidency.com/cpa

The Cool Tax Benefits Of Real Estate Investing Aug 17, 2020

Show notes

Some of you invest in real estate. Are you aware of the tax benefits that come with it? John McCarthy, CPA, co-founder of Physician Tax Advisors and I talk about personal experiences and observations made over the years.

Look, taxes are complicated but you don't have to worry about that. Let Physician Tax Advisors help you get the right tax plan today. Visit www.physiciantaxadvisors.com for support.

Why Earning Money in Multiple States Affects Your Taxes Aug 10, 2020

Show notes

Some taxpayers find themselves filing taxes in multiple states when they live in one state and work in another, or just finish training. If this is you, how you file depends on a few factors that co-founder John McCarthy, CPA, and I get to the bottom of in this show.

Need a tax advisor who knows the ins and outs of physician finances? We just launched Physician Tax Advisors and would love to work with you. Find us at financialresidency.com/cpa for more info and pricing.

Physicians Can Pay Less Tax With Careful Tax Planning Aug 03, 2020

Show notes

Ever wonder how you can pay less taxes as a physician? Are there tax breaks and workarounds (that are legal) you should know about?

Debuting John McCarthy of Physician Tax Advisors in his first of many shows with me in this episode. Come check out what we've got in store for you!

Read the blog: https://financialresidency.com/pay-less-in-taxes/

Passive Real Estate Investing: Too Good To Be True? Jul 20, 2020

Show notes

You might have read or heard about passive real estate investing and you want to get a piece of it. I think there is no such thing as passive investing but that investments could be passive… eventually. Join me today for a great debate on passive vs active real estate investing and how you can start investing in more passive investments (but not completely passive!) almost right away.

Make sure to join our LIVE webinar Aug 5th 6pm pacific or Aug 6th at 5pm pacific by reserving your spot at financialresidency.com/webinar. Spots are limited so sign up asap.

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