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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:

Why You Need to Have Joint Accounts Oct 30, 2017

Show notes

Recorded live from the Ally booth at FinCon 2017 in Dallas! We discuss the pros and cons of combining your bank accounts, budgeting and our views on how student debt will affect your view on your finances.

There are many different ways to become a master of your family's finances. Catherine Alford and I go behind the scenes a bit to see how her family manages their finances and where her philosophy and my philosophy around budgeting differ.

From savings buckets, to cash flow systems to combining your financial life with high 6 figure debt, we cover it all.

Make sure to subscribe to get our free templates!

The Answer to Your Student Loan Problem Oct 23, 2017

Show notes

With the average debt of graduating med students surpassing $180k, it is becoming more important than ever to have a solid game plan.

Travis Hornsby joins me to tell us all about student loan debt and offers critical advice on how to manage it.

Every situation is unique and depends on your life goals, but no matter what, he assures us that you do not need to be ashamed of your debt, and instead you should embrace it with confidence.

Jump start your financial residency with these free resources!

How to Find A Financial Planner You Can Actually Trust Oct 16, 2017

Show notes

Recorded live from the FinCon booth at the XYPN Conference in Dallas, we discuss fee-only advisers and how they provide unbiased advice that is truly in the best interest of their clients.

Sadly, only 3% of all financial advisers are fee-only, leaving most advisers out there with interests of their own when it comes to your financial well-being.

Tim Baker pulls back the curtain in this episode, exposing the nasty truths on how most planners make money. We will break it all down so you can be prepared the next time you are approached with an adviser with goals of their own.

Take control of your finances with our free financial audit checklist.

You Don't Really Have a Financial Plan Until You Do This Oct 09, 2017

Show notes

Our discussion is one that most people want to avoid having, but nonetheless necessary, what will happen to you and your assets when you die.

Chris Burke joins me to examine the four pillars of Estate Planning: Wills, Power of Attorney, Healthcare Directives and Revocable Living Trusts.

Whether you are single with no kids or married with a large family, estate planning is something we all need to plan for.

Make sure to subscribe to get our free templates!

Make Your First Investment the Right Way Sep 30, 2017

Show notes

We discuss stocks, bonds, mutual funds and what to look out for when creating your own investment portfolio.

Bobby Lee and I also get into 401k's and 403b's and explain why you need to take full advantage of your company match.

We will help you to understand some of the basic tools necessary for a healthy retirement.

Take control of your finances with our free financial audit checklist.

What You Don't Know About Home Ownership Sep 30, 2017

Show notes

We will take you on the journey step by step of buying a new home, offering valuable tips along the way. Mindy Jensen is an expert in real estate and was happy to share some of her insight on the process.

From physician loans to how to avoid being scammed, we will take you behind the scenes of buying your first home with confidence.

Make sure to subscribe to get our free templates!

Introduction to the Financial Residency Podcast Sep 28, 2017

Show notes

You've spent decades in school, but did not receive a financial education. This podcast is your financial residency - but without the long hours and sleepless nights!

In this episode, I share my story and what you can expect from the Financial Residency podcast.

Jump start your financial residency with these free resources!

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