237: [MONEY] Financial Planning for PAs and NPs

The PA Is In | Tracy Bingaman | Physician Assistant/Physician Associate/PA-C/PA-S/PA Student

English - December 14, 2023 10:00 - 48 minutes - 44.2 MB - ★★★★★ - 61 ratings
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You’ve made it through PA school and are thriving as a badass PA taking care of complex patients with intricate medical needs. But when it comes to finances and financial planning, you feel overwhelmed and lost. You want to make sure you and your family are financially stable. You want to retire one day (maybe sooner rather than later). You want to achieve a myriad of goals that all require money. But how can you make that happen? How do you know if you’re on the right track?

Caleb Pepperday is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) who specializes in helping PAs and NPs achieve their financial goals. Tune into today’s episode to hear Caleb tackle all of your money questions, from the difference between saving and investing to the FIRE movement to how a financial advisor can help you.

Caleb breaks down complex financial topics so you can understand them. His financial planning firm, Advanced Practice Planning, LLC, is designed to specifically help PAs and NPs. Press play so you can feel more confident on the next steps in your personal finance journey.