Physician Finance Minute artwork

Physician Finance Minute

272 episodes - English - Latest episode: about 3 years ago - ★★★★★ - 13 ratings

As a doctor, you have spent decades in school to get where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. Don't worry, that's where we come in. This podcast is will deliver quick digestible tips to you daily! It will guide you through a financial education resulting in higher confidence in managing your money and help you take back the financial freedom you deserve.

Investing Business budgeting fellowship financialplanning medical doctor finance investing money physician resident
Homepage Apple Podcasts Google Podcasts Overcast Castro Pocket Casts RSS feed

Episodes

Reduce your tax burden

February 14, 2021 09:00 - 1 minute - 1.46 MB

If you haven’t yet, go to www.financialresidency.com/tip for more great tips on student loan paydown, physician mortgage loans, investing, insurance, and more!   This episode is brought to you by Physician Wealth Services, my fee-only financial planning firm. Get the help you need with the professionals who know what it’s like to be in a physician family. www.financialresidency.com/pws   

What does the pay ahead status mean for your student loans?

February 13, 2021 09:00 - 1 minute - 1.19 MB

Joined our FB community yet? Let’s get you over there! www.financialresidency.com/community   Have you heard about Physician Wealth Services? Maybe? Let us, fee only financial planners, help you get control of your finances, find us at www.financialresidency.com/pws

Using life insurance for college expenses

February 12, 2021 09:00 - 2 minutes - 2.24 MB

If you're feeling financially frisky, check out all of our resources on www.financialresidency.com/tip    Need some help getting your finances in order? Give us a try at Physician Wealth Services, a fee only financial planning firm supporting physicians all over the country. www.financialresidency.com/pws 

Comparing Long-Term Disability Insurance Riders

February 11, 2021 09:00 - 1 minute - 1.52 MB

Joined our FB community yet? Let’s get you over there! www.financialresidency.com/community   Want a financial planner in your corner who understands where you are in your medical career? We’re ready to connect with you at Physician Wealth Services. Reach us at www.financialresidency.com/pws 

How Much Can You Deduct for Charitable Contributions as a High-Income Earning Physician?

February 09, 2021 09:00 - 1 minute - 1.54 MB

Managing your money well is not really a strength of yours? It’s a matter of time before it is! Find more tips like these here: www.financialresidency.com/tip     While others might find it hard to manage their finances, you don’t need to be one. Let us join your corner, connect with the Physician Wealth Services team at www.financialresidency.com/pws 

Watching out for expense ratios and fees on 529 plans

February 08, 2021 09:00 - 2 minutes - 2.49 MB

Look here! I want you to know what it takes to build the life your dream of. In order to do that, you need to have your finances in order! Keep learning, keep growing: www.financialresidency.com/tip     Have you heard about Physician Wealth Services? Maybe? Let us, fee only financial planners, help you get control of your finances, find us at www.financialresidency.com/pws 

Long-Term Disability: Future Increase Option (FIO) Vs. Benefit Purchase & Benefit Update Riders

February 07, 2021 09:00 - 2 minutes - 2.01 MB

Found our instagram page? We would love your follow! https://www.instagram.com/financialresidency   Finally ready to pull the lever on a better financial life? Let us at Physician Wealth Services help! Find us at www.financialresidency.com/pws

How to Ladder Term Life Policies

February 06, 2021 09:00 - 2 minutes - 2.11 MB

Look here! I want you to know what it takes to build the life your dream of. In order to do that, you need to have your finances in order! Keep learning, keep growing: www.financialresidency.com/tip   While others might find it hard to manage their finances, you don’t need to be one. Let us join your corner, connect with the Physician Wealth Services team at www.financialresidency.com/pws

Using a Roth IRA for College Expenses

February 05, 2021 09:00 - 1 minute - 1.51 MB

Grab a copy of our book, “Financial Residency: Without the Long Hours and Sleepless Nights”. Build your own financial plan for the price of a book! www.financialresidency.com/book    The hardest part about getting your finances in order begins with the moment you decided to take action. At Physician Wealth Services, we want to support you. Reach out at www.financialresidency.com/pws

Impulsive Spending Habits: The Heartied Trap

February 04, 2021 09:00 - 2 minutes - 2.24 MB

 If you haven’t yet, go to www.financialresidency.com/tip for more great tips on student loan paydown, physician mortgage loans, investing, insurance, and more!   Kayse, Dan, and the financial advisor team at Physician Wealth Services are ready to help you gain better control of your money. Find us at www.financialresidency.com/pws  

Should You Create a Digital Estate Plan?

February 03, 2021 09:00 - 2 minutes - 1.9 MB

We want you to succeed as badly as you do! That’s why you’re here. For more great tips on how to get your finances in order, go to www.financialresidency.com/tip    This episode is brought to you by Physician Wealth Services, my fee-only financial planning firm. Get the help you need with the professionals who know what it’s like to be in a physician family. www.financialresidency.com/pws  

What to Purchase With Your Homeowners Insurance

February 02, 2021 09:00 - 1 minute - 1.59 MB

For more great resources on how to manage your finances better than you have, go to www.financialresidency.com/tip    This episode is brought to you by Physician Wealth Services, my fee-only financial planning firm. Get the help you need with the professionals who know what it’s like to be in a physician family. www.financialresidency.com/pws

Should you use your state’s 529 plan?

February 01, 2021 09:00 - 2 minutes - 2.43 MB

If you're feeling financially frisky, check out all of our resources on www.financialresidency.com/tip    Need some help getting your finances in order? Give us a try at Physician Wealth Services, a fee only financial planning firm supporting physicians all over the country. www.financialresidency.com/pws 

Tax Deductions vs. Tax Credits

January 31, 2021 09:00 - 1 minute - 1.25 MB

Joined our FB community yet? Let’s get you over there! www.financialresidency.com/community   At Physician Wealth Services we care about helping you get starting on the right financial footing. Find us, connect with us, and see what we can do for you: www.financialresidency.com/pws

What to Consider Before Filing Married Filing Separate

January 30, 2021 09:00 - 3 minutes - 2.49 MB

Have you bought our book yet?! No? Learn how to build your own financial plan without paying thousands of dollars for a professional. Go to www.financialresidency.com/book  Have you heard about Physician Wealth Services? Maybe? Let us, fee only financial planners, help you get control of your finances, find us at www.financialresidency.com/pws  

CARES Act Charitable Contribution Provisions

January 29, 2021 09:00 - 1 minute - 1.15 MB

You want to be better at managing your money. We’re here to help! Please go to www.financialresidency.com/tip for interesting information on how to keep your good habits going! Want a financial planner in your corner who understands where you are in your medical career? We’re ready to connect with you at Physician Wealth Services. Reach us at www.financialresidency.com/pws

An Update on PSLF Approval Numbers

January 28, 2021 09:00 - 1 minute - 1.03 MB

 If you haven’t yet, go to www.financialresidency.com/tip for more great tips on student loan paydown, physician mortgage loans, investing, insurance, and more! Kayse, Dan, and the financial advisor team at Physician Wealth Services are ready to help you gain better control of your money. Find us at www.financialresidency.com/pws

How Much To Save for College Expenses

January 27, 2021 09:00 - 1 minute - 1.27 MB

We want you to succeed as badly as you do! That’s why you’re here. For more great tips on how to get your finances in order, go to www.financialresidency.com/tip This episode is brought to you by Physician Wealth Services, my fee-only financial planning firm. Get the help you need with the professionals who know what it’s like to be in a physician family. www.financialresidency.com/pws  

Disadvantages of Filing Married, Filing Jointly

January 26, 2021 09:00 - 2 minutes - 1.41 MB

For more great resources on how to manage your finances better than you have, go to www.financialresidency.com/tip  This episode is brought to you by Physician Wealth Services, my fee-only financial planning firm. Get the help you need with the professionals who know what it’s like to be in a physician family. www.financialresidency.com/pws

How Moving to a Different State Mid-Year Affects Your Taxes

January 25, 2021 09:00 - 2 minutes - 1.36 MB

If you're feeling financially frisky, check out all of our resources on www.financialresidency.com/tip    Need some help getting your finances in order? Give us a try at Physician Wealth Services, a fee only financial planning firm supporting physicians all over the country. www.financialresidency.com/pws

How Earning Locum Tenens in Multiple States Affects Your Taxes

January 24, 2021 09:00 - 1 minute - 1.33 MB

Found our instagram page? We would love your follow! https://www.instagram.com/financialresidency Physician Wealth Services helps physician families get their financial lives in order. Are you ready to get yours in order too? Find us at www.financialresidency.com/pws  

How Active Participation in Rental Properties Affect Your Taxes

January 23, 2021 09:00 - 2 minutes - 1.74 MB

More free resources on our website! Here’s where to start: www.financialresidency.com/tip  Are you ready to take some desperately needed steps to get your financial life in order? We can help at Physician Wealth Services, a fee only financial planning firm. Find us at www.financialresidency.com/pws

What’s a market cap?

January 22, 2021 09:00 - 1 minute - 1.04 MB

Grab a copy of our book, “Financial Residency: Without the Long Hours and Sleepless Nights”. Build your own financial plan for the price of a book! www.financialresidency.com/book The hardest part about getting your finances in order begins with the moment you decided to take action. At Physician Wealth Services, we want to support you. Reach out at www.financialresidency.com/pws

30 Things You Should Know About Life Before You Turn 30 - Part 3

January 21, 2021 09:00 - 1 minute - 1.21 MB

30 Things You Should Know About Life Before You Turn 30 - Part 2

January 20, 2021 09:00 - 1 minute - 1.22 MB

If you haven’t yet, go to www.financialresidency.com/tip for more great tips on student loan paydown, physician mortgage loans, investing, insurance, and more! Kayse, Dan, and the financial advisor team at Physician Wealth Services are ready to help you gain better control of your money. Find us at www.financialresidency.com/pws

30 Things You Should Know About Life Before You Turn 30 - Part 1

January 19, 2021 09:00 - 2 minutes - 1.27 MB

For more great resources on how to manage your finances better than you have, go to www.financialresidency.com/tip    This episode is brought to you by Physician Wealth Services, my fee-only financial planning firm. Get the help you need with the professionals who know what it’s like to be in a physician family. www.financialresidency.com/pws  

No One Can Time the Market

January 18, 2021 09:00 - 1 minute - 1.19 MB

 Look here! I want you to know what it takes to build the life your dream of. In order to do that, you need to have your finances in order! Keep learning, keep growing: www.financialresidency.com/tip    While others might find it hard to manage their finances, you don’t need to be one. Let us join your corner, connect with the Physician Wealth Services team at www.financialresidency.com/pws

The Two Most Important Rules for Investing Your Money

January 17, 2021 09:00 - 1 minute - 790 KB

Managing your money well not really a strength of yours? It’s a matter of time before it is! Find more tips like these here: www.financialresidency.com/tip  Finally ready to pull the lever on a better financial life? Let us at Physician Wealth Services help! Find us at www.financialresidency.com/pws

Why Your Student Loan Balance Isn’t Going Down Even After Making Extra Payments.

January 16, 2021 09:00 - 2 minutes - 1.33 MB

Joined our FB community yet? Let’s get you over there! www.facebook.com/groups/physicianfinance   At Physician Wealth Services we care about helping you get starting on the right financial footing. Find us, connect with us, and see what we can do for you: www.financialresidency.com/pws

Preparing for a Transition - Communication

January 15, 2021 09:00 - 1 minute - 1.13 MB

 You want to be better at managing your money. We’re here to help! Please go to www.financialresidency.com/tip for interesting information on how to keep your good habits going! Want a financial planner in your corner who understands where you are in your medical career? We’re ready to connect with you at Physician Wealth Services. Reach us at www.financialresidency.com/pws

How to Pay Down Debt

January 14, 2021 09:00 - 1 minute - 1010 KB

We want you to succeed as badly as you do! That’s why you’re here. For more great tips on how to get your finances in order, go to www.financialresidency.com/tip  This episode is brought to you by Physician Wealth Services, my fee-only financial planning firm. Get the help you need with the professionals who know what it’s like to be in a physician family. www.financialresidency.com/pws

Build a Better Budget

January 13, 2021 09:00 - 1 minute - 1.25 MB

If you're feeling financially frisky, check out all of our resources on www.financialresidency.com/tip  Need some help getting your finances in order? Give us a try at Physician Wealth Services, a fee only financial planning firm supporting physicians all over the country. www.financialresidency.com/pws 

Becoming a physician millionaire

January 12, 2021 09:00 - 2 minutes - 1.56 MB

Found our instagram page? We would love your follow! https://www.instagram.com/financialresidency Physician Wealth Services helps physician families get their financial lives in order. Are you ready to get yours in order too? Find us at www.financialresidency.com/pws

Pay Down Debt by Actually Planning Ahead

January 11, 2021 09:00 - 1 minute - 1.28 MB

Look here! I want you to know what it takes to build the life your dream of. In order to do that, you need to have your finances in order! Keep learning, keep growing: www.financialresidency.com/tip  While others might find it hard to manage their finances, you don’t need to be one. Let us join your corner, connect with the Physician Wealth Services team at www.financialresidency.com/pws  

Preparing for a Transition - Savings and Knowledge

January 10, 2021 09:00 - 1 minute - 1.21 MB

More free resources on our website! Here’s where to start: www.financialresidency.com/tip Are you ready to take some desperately needed steps to get your financial life in order? We can help at Physician Wealth Services, a fee only financial planning firm. Find us at www.financialresidency.com/pws

What’s Included in Umbrella Insurance

January 10, 2021 09:00 - 1 minute - 1.57 MB

Grab a copy of our book, “Financial Residency: Without the Long Hours and Sleepless Nights”. Build your own financial plan for the price of a book! www.financialresidency.com/book     This episode is brought to you by Physician Wealth Services, my fee-only financial planning firm. Get the help you need with the professionals who know what it’s like to be in a physician family. www.financialresidency.com/pws   

Some Tips for Getting Organized

January 09, 2021 09:00 - 1 minute - 1.19 MB

Managing your money well not really a strength of yours? It’s a matter of time before it is! Find more tips like these here: www.financialresidency.com/tip   Finally ready to pull the lever on a better financial life? Let us at Physician Wealth Services help! Find us at www.financialresidency.com/pws

Passive Income and Real Estate

January 08, 2021 09:00 - 2 minutes - 1.41 MB

Grab a copy of our book, “Financial Residency: Without the Long Hours and Sleepless Nights”. Build your own financial plan for the price of a book! www.financialresidency.com/book  The hardest part about getting your finances in order begins with the moment you decided to take action. At Physician Wealth Services, we want to support you. Reach out at www.financialresidency.com/pws

Yup, Cash Flow Planning Isn’t Sexy

January 07, 2021 09:00 - 1 minute - 1.3 MB

Joined our FB community yet? Let’s get you over there! www.financialresidency.com/community   At Physician Wealth Services we care about helping you get starting on the right financial footing. Find us, connect with us, and see what we can do for you: www.financialresidency.com/pws

Tough decisions in buying a home

January 06, 2021 09:00 - 2 minutes - 2.07 MB

Have you bought our book yet?! No? Learn how to build your own financial plan without paying thousands of dollars for a professional. Go to www.financialresidency.com/book  Have you heard about Physician Wealth Services? Maybe? Let us, fee only financial planners, help you get control of your finances, find us at www.financialresidency.com/pws

What is Life Planning?

January 05, 2021 09:00 - 1 minute - 1.23 MB

You want to be better at managing your money. We’re here to help! Please go to www.financialresidency.com/tip for interesting information on how to keep your good habits going! Want a financial planner in your corner who understands where you are in your medical career? We’re ready to connect with you at Physician Wealth Services. Reach us at www.financialresidency.com/pws

Habits and Debt

January 04, 2021 09:00 - 1 minute - 1.72 MB

If you haven’t yet, go to www.financialresidency.com/tip for more great tips on student loan paydown, physician mortgage loans, investing, insurance, and more!   Kayse, Dan, and the financial advisor team at Physician Wealth Services are ready to help you gain better control of your money. Find us at www.financialresidency.com/pws  

Improving Your Financial Literacy

January 03, 2021 09:00 - 2 minutes - 1.43 MB

We want you to succeed as badly as you do! That’s why you’re here. For more great tips on how to get your finances in order, go to www.financialresidency.com/tip This episode is brought to you by Physician Wealth Services, my fee-only financial planning firm. Get the help you need with the professionals who know what it’s like to be in a physician family. www.financialresidency.com/pws 

Your Emotional Bank

January 02, 2021 09:00 - 1 minute - 1.05 MB

For more great resources on how to manage your finances better than you have, go to www.financialresidency.com/tip  This episode is brought to you by Physician Wealth Services, my fee-only financial planning firm. Get the help you need with the professionals who know what it’s like to be in a physician family. www.financialresidency.com/pws 

The first Step Before Buying a House

January 01, 2021 09:00 - 1 minute - 1.24 MB

If you're feeling financially frisky, check out all of our resources on www.financialresidency.com/tip  Need some help getting your finances in order? Give us a try at Physician Wealth Services, a fee only financial planning firm supporting physicians all over the country. www.financialresidency.com/pws 

Cultivate contentment

May 31, 2020 05:00 - 2 minutes - 1.64 MB

Need a home loan? Let us help you find the right person to help! We know, like, and trust Doug Crouse. Connect with him here: www.financialresidency.com/dc  

The money myth of needing money

May 30, 2020 05:00 - 2 minutes - 1.59 MB

You want to be better at managing your money. We’re here to help! Please go to www.financialresidency.com/tip for interesting information on how to keep your good habits going! You want a home but you also need a lender. Doug Crouse, one of our recommended mortgage loan experts, can help. Find him here: www.financialresidency.com/dc  

The hidden cost of debt

May 29, 2020 05:00 - 1 minute - 1.42 MB

If you haven’t yet, go to www.financialresidency.com/tip for more great tips on student loan paydown, physician mortgage loans, investing, insurance, and more! If you’re in the market for a home loan, you need someone you trust in your corner. Check out one of our recommended lenders, Doug Crouse, at www.financialresidency.com/dc! 

Risk and uncertainty

May 28, 2020 05:00 - 1 minute - 1.21 MB

We want you to succeed as badly as you do! That’s why you’re here. For more great tips on how to get your finances in order, go to www.financialresidency.com/tip Doug Crouse is a mortgage lender who has helped thousands of physicians get into the home of their dreams! Will you be next? Contact Doug here: www.financialresidency.com/dc 

Accomplish anything with long term financial

May 27, 2020 05:00 - 1 minute - 1.12 MB

We want you to succeed as badly as you do! That’s why you’re here. For more great tips on how to get your finances in order, go to www.financialresidency.com/tip Doug Crouse is a mortgage lender who has helped thousands of physicians get into the home of their dreams! Will you be next? Contact Doug here: www.financialresidency.com/dc