Finance for Physicians

Disability insurance is a crucial safety net for physicians, but many don’t realize the hidden risks that could leave them financially vulnerable.

In this episode, we welcome back Lawrence Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF, a 34-year veteran in the insurance industry, to break down the complexities of disability coverage.

With the landscape of disability insurance constantly evolving, understanding your policy’s fine print is more important than ever.

Listen in as Lawrence shares tips on maximizing coverage, avoiding common pitfalls, and leveraging gender-neutral pricing to reduce costs.

Whether you're a medical student, resident, or an established practitioner, this episode will give you the knowledge to make informed decisions and protect your financial future.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

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.

Feeling stuck in your career?

If you're unhappy, making a change might be the key to a better life—especially as a physician.

In this episode, Dr. Ben Stone shares his journey of navigating burnout, balancing work and life, and making smart financial decisions.

He opens up about his transition to earning physician-level income, avoiding lifestyle creep, and how his perspective on patient care evolved over time.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

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.

Read about Ben’s experiences working as a U.S. Physician While Living in Europe!

Learn more about Contract Diagnostics Contract Review and Compensation Review Services.

Is the push to retire early actually making your life harder?

In this episode, we break down the FIRE (Financial Independence, Retire Early) movement and why so many physicians feel pressured to work excessive hours just to exit their careers sooner.

We discuss the hidden costs of this mindset—burnout, stress, and missed life moments—and explore a more balanced approach to financial freedom.

Instead of chasing early retirement at all costs, we share practical strategies for building wealth while maintaining a fulfilling and sustainable career.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

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 real estate the key to diversification, or is it a step toward concentration?

Today we dive into the complexities of diversification in real estate investing with Certified Financial Planner™ Jeff Wenger.

Listen in as we explore common misconceptions and discuss what true diversification looks like, particularly when it comes to balancing real estate with other investment options.

You’ll learn the significance of having a varied portfolio, how real estate fits into broader investment strategies, and why some investors might be shifting toward more concentrated portfolios without even realizing it.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

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.

What does your money say about your values and priorities?

In this episode, we dive into the power of budgeting—not as a punishment, but as a tool to feel empowered and in control of your finances.

Listen in to learn how to take a snapshot of where your money is going, organize your spending into categories, and align your financial habits with your goals.

Whether it's planning for retirement, saving for holidays, or simply gaining clarity on your expenses, this episode provides practical steps to make your finances work for you.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

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.

With the recent election now over and year-end tax planning on the horizon, many investors are feeling anxious about the future of their portfolios.

In this episode, we'll cut through the noise and provide practical advice to help you navigate these uncertain times.

You'll learn how to maintain a long-term perspective, avoid impulsive decisions, and understand the potential impact of upcoming tax changes.

We'll also discuss the importance of working with a financial advisor to optimize your investment strategy and protect your wealth.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

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.

How much house is the right amount?

In this episode, Jen Quire, Partner and CFO, explores the financial and emotional complexities of buying a home.

From changing American expectations of home size to navigating lender recommendations, Jen emphasizes the importance of aligning home purchases with your financial goals and lifestyle priorities.

She shares insights on evaluating trade-offs, such as the strain of larger homes on personal finances and relationships, and explains why "dream homes" might not always be the smartest financial move.

Listen in to learn how to look beyond online mortgage calculators and lender estimates to make informed decisions about housing costs.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

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 you unknowingly paying more taxes than you should?

Double taxation is a common but avoidable issue that costs people thousands of dollars each year.

In this episode, financial planner Hugh Baker joins us to break down three critical tax strategies that are often misused.

Listen in to learn how to recognize the pitfalls of the backdoor Roth strategy, why mixing account types is a bad idea, and the importance of saving key tax forms to prevent costly mistakes.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

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.

We’re back!

After a brief hiatus, we’re excited to relaunch Finance for Physicians with fresh insights and a commitment to bringing you new episodes twice a month.

Today, I’m sitting down with student loan expert Jeff Wenger, and together we’re tackling the latest in student loan chaos—specifically, the SAVE Plan, which has recently been hit with a court injunction, throwing many borrowers into uncertainty.

Listen in as we break down how this ruling could affect physicians working toward Public Service Loan Forgiveness (PSLF), what repayment options are still on the table, and what might happen if the SAVE Plan doesn’t survive.

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

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.

We’re going into the vault again to bring back the stories of Drs. Diana Girnita, Anastasia Boyer, and Daniel Paull, to give you side-by-side examples of physicians deciding to take the leap into direct care.

Each of them had slightly different reasons to do it.  They all agreed their patients needed better care.  They all had to deal with a tricky financial (and social) transition.

Let’s rewind, reflect, and reignite our passion for transformative healthcare together. Tune in and get ready to be inspired all over again!

Transform your financial outlook today! Access our exclusive free resources for physicians and conquer financial stress. Access here. 

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.