“Does this align with the things that we as a family value? Does this give us the choices that we want in five or ten years? I think back to this trip that my family just took. Having a newborn at 45 is life changing. It’s life changing at any point, but I want to spend all the time that I can with Wes while he’s young. And if that means I need to work less and earn less, I’m willing to do it. And thankfully we’re at a point in our careers and in our financial lives where that’s a choice we can make, where my most important priority, which is time with family, is something that we can actually do.”

-Dr. Cobin Soelberg, M.D., J.D., Owner of Greeley Wealth Management

How can physicians achieve financial independence and financial freedom in a way that identifies with purpose and value in their life? For Dr. Cobin Soelberg, that purpose is family. Through today’s conversation with DocWorking CEO and cohost of the podcast, Dr. Jen Barna, Dr. Soelberg brings his expertise as a physician and owner of Greeley Wealth Management. Dr. Soelberg helps physicians to climb out of debt and find financial independence and stability by first defining their own values and intentions.

In today’s episode, Dr. Barna and Dr. Soelberg recognize and empathize with the common expectations for doctors to make extravagant financial purchases once they financially “can.” Dr. Barna and Dr. Soelberg talk about the distinction between making major purchases based on what other people value versus exploring one’s own values, and how taking the time to clarify what you truly value, and your intentions, can be a game changer that can set you up for reaching your long term financial goals. Listen to today’s podcast to learn how you can change your mindset towards your finances, and most importantly, how you can build the life you truly want. 

Book referenced in this podcast episode:

Wanting: The Power of Mimetic Desire in Every Day Life by Luke Burgis- https://www.amazon.com/Wanting-Power-Mimetic-Desire-Everyday/dp/1250262488

You may also enjoy this previous episode of DocWorking: The Whole Physician Podcast featuring Dr. Cobin Soelberg:

139:  “Financial Independence for Doctors with Dr. Cobin Soelberg”- https://docworking.com/2022/01/24/139-financial-independence-for-doctors-with-dr-cobin-soelberg/

Cobin Soelberg, M.D., J.D. is the Treasurer of his private practice anesthesia group located in Bend, OR.  Cobin is also a Certified Financial Planner candidate and owner of Greeley Wealth Management, a financial planning firm run by a physician for physicians.

As a practicing anesthesiologist with legal and financial training, Cobin has a unique expertise and understanding of his colleagues' clinical pressures and the financial worries that keep them awake at night.  Cobin helps his colleagues destroy their student loan debt, protect their income and assets and create a retirement plan that would make you jealous!

Stop by Greeley Wealth - www.greeleywealth.com –  today to learn how to start making your money work for you.  You can also email Cobin at [email protected]

Medical School – University of Utah School of Medicine

Law School – University of Pennsylvania School of Law

Anesthesia Residency – Hospital of the University of Pennsylvania

Find full transcripts of DocWorking: The Whole Physician Podcast episodes on the DocWorking Blog 

The past few weeks have been busy at DocWorking! We have been working behind the scenes to add even more CME credits to the THRIVE memberships. 

Let your CME budget help you prioritize your own wellness so you can get on with living your best life on your own terms, as defined by you, with DocWorking THRIVE.

You can take the first step today by taking our 2 Minute Balance to Burnout Quiz! Where are you on the Balance to Burnout Continuum? Take the quiz and find out today!

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Occasionally, we discuss financial and legal topics. We are not financial or legal professionals. Please consult a licensed professional for financial or legal advice regarding your specific situation.

Podcast produced by: Mara Heppard