We’re back for Part 2 of our deep dive into the One Big Beautiful Bill Act (OBBBA), this time covering the updates that could open new opportunities for your finances.

Listen in as we break down what the bill means for physicians when it comes to QBI deductions, tip and overtime income, Trump/MAGA accounts, expanded 529 plan uses, and new HSA rules.

You’ll hear what’s actually worth paying attention to and where a little-known provision might give you a real tax break.

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Big tax law changes are here, and they could have a major impact on your finances.

In this episode, we’re breaking down the One Big Beautiful Bill Act (OBBBA) and what it means for physicians, starting with the non-student loan changes. We’re joined by Jeff Wenger and Heather Lovallo to explain the updates and what you should pay attention to this tax season.

You’ll learn how the new rules affect your tax brackets, standard vs. itemized deductions, child tax credit, estate planning, and even whether buying a new car might make a little more sense now (spoiler: not really).

This is Part 1 of our two-part series on the new bill. Don’t miss what’s coming next!

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Should you get a prenuptial or postnuptial agreement?

Talking about these is not exactly romantic, but it might be one of the smartest financial conversations you’ll ever have.

In this episode, we’re joined by Heather Lovallo to break down what prenups and postnups are, when they make sense, and how they can actually strengthen your marriage.

You’ll learn why these agreements aren’t just for the ultra-wealthy, how they can help avoid messy legal battles, and the surprising ways they support better financial communication as a couple.

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Why do so many physicians stumble financially right after residency?

In this special 200th episode, we’re joined by Hugh Baker to break down the most common financial mistakes doctors make as they step into full-time practice.

Listen in as they talk through rushed home purchases, misunderstood contracts, and the pressure to “catch up” on life after years of training.

You’ll learn what to avoid when buying your first home, why investing early matters more than timing the market, and how to keep your financial future flexible, even with a six-figure paycheck.

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Is the mega backdoor Roth the ultimate tax shelter—or just a complicated headache?

Today we are joined by Jeff Wenger to discuss this lesser-known strategy, breaking down how it works and when it makes sense, especially for high-earning physicians.

Listen in as we walk through the four key contribution “buckets” in a 401(k), the pros and cons of using after-tax dollars, and what makes the mega backdoor strategy so unique (and often underutilized).

You’ll learn who this applies to, the gotchas to watch for, and why more isn’t always better when it comes to tax strategies.

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Connect with me on my LinkedIn

Contact Finance for Physicians

Finance for Physicians

To schedule a call with one of our awesome planners, book HERE.

Is buying a home always the smarter move—or just what we’ve been told to do?

In this episode, Jennifer Quire joins me to reveal the real pros and cons of renting vs. buying, especially for physicians facing big financial decisions during major life transitions.

Listen in as we dig into how values, lifestyle, flexibility, and unpredictability play just as big a role as the math.

You’ll hear about the side of homeownership that people rarely talk about, what most people don’t factor into the buying vs. renting decision, and why renting isn’t the financial failure it’s often made out to be.

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Is diversification overrated or more important than ever in today’s market?

In this episode, I’m joined by Jackie Griggs to explain what diversification really means and why it matters now more than ever for physicians managing their own portfolios.

Listen in as we break down how mean reversion impacts market cycles and why concentrating on the S&P 500 or individual stocks (like Apple) could leave you exposed to more risk than you think.

You'll hear practical tips for building a resilient investment strategy that aligns with your long-term financial goals.

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Are student loan repayment plans about to get completely overhauled? And what does that mean for physicians?

In this episode, I’m joined once again by student loan expert Jeff Wenger to break down the proposed federal student loan changes that could reshape how physicians manage repayment, forgiveness, and financial planning.

Listen in as we explore the potential elimination of popular IDR plans like SAVE and PAYE, the shift back to the original IBR, and the introduction of a new Repayment Assistance Plan (RAP).

We also cover proposed PSLF restrictions that could exclude residency and fellowship years, and a new $150,000 lifetime cap on federal graduate borrowing.

P.S. We value your opinion! Share your thoughts and insights with us. Your feedback helps us improve and tailor our content to your needs. Click here to give us a piece of your mind.

Have you ever felt like you’re way behind on your finances?

In this episode, I'm joined by Dr. Bill Yount, practicing ER physician and host of the Catching Up to FI podcast, who's here to share how he turned his financial life around, starting at age 50.

Listen in as we talk about real mistakes, real lessons, and the mindset shifts that helped him go from overwhelmed and burnt out to confident and financially free.

You'll learn simple steps you can take if you’re feeling behind and why it’s never too late to start catching up to financial independence.

How do you teach your kids about money?

In this episode, I sit down with Heather Lovallo to explore practical, real-life strategies for teaching our children financial responsibility.

Listen in as we explore simple ways to help your children build strong financial habits—without needing to be a money expert yourself.

Plus, you'll hear about resources, including books and activities, to make learning about money both fun and impactful for children of all ages.