Financial Residency

Financial Residency

By Financial Residency NetworkBusinessInvestingCareers
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Financial Residency episodes

  • Year End Tax and Financial Planning To Dos

    Brought first to our FB Community called Physician Finance, John McCarthy, Co-founder of Physician Tax Services, Kayse Kress, Director and Partner at Physician Wealth Services, and I talk about year end tax planning and financial planning to dos. Maybe you missed it? Join us as we revisit these topics.

    Be sure to join The Physician Philosopher's webinar on curbing burnout and discovering the life of your dreams before it closes on 11/3 here: www.financialresidency.com/tppwebinar

    Other links mentioned in the show: www.physiciantaxadvisors.com www.physicianwealthservices.com

    44 min
  • Savings and Real Estate Questions From Our Community

    For the entire month of October, we're doing something a little bit different. We're bringing your questions on air about the topics you tell us are important to you. Emergency funds, deferred spending, physician home loans, and the debt snowball method. And! If you have a question for yourself, call in here www.financialresidency.com/question to get it featured in an upcoming show.

    Check out these links mentioned in the show!Financial Planning: www.financialresidency.com/pws Insurance: www.financialresidency.com/insurance Physician Home Loans: www.financialresidency.com/homeloan

    36 min
  • Early Career Finance Questions From Our Community

    All month, I'm answering listener questions from our community. If you have a question, I'd encourage you to go to www.financialresidency.com/question and get yours featured on air. If we miss you this round, don't worry. We're always looking for ways to get you the answers you need and could feature yours on future shows as independent segments.

    30 min
  • The Doctor Podcast Network Big Reveal

    There's something super special happening for our audience and the physician audiences of several other podcasts. We've kept a tight lid on this one because with COVID, we weren't sure what the landscape looked like for other creators. I'm excited to reveal that Financial Residency, Dr. David Draghinas of Doctors Unbound, in addition to other shows like Private Practice Matters and The Physician's Guide to Doctoring are all coming together in a more powerful way! Check out this episode to see exactly what that means for you.

    Be the first to know when Doctor Podcast Network is in full swing! Sign up here: www.financialresidency.com/dpn

    24 min
  • Answering Our Community's Toughest Insurance Questions

    I've received a number of requests for insight around the topic of insurance. That's why I brought on two veteran professionals to come in and answer our community's toughest questions. The entire month of October is about insurance. If you have a question, please record it at financialresidency.com/question. I'd love to get it featured on the show!

    43 min
  • Getting Disability Insurance With Less Than Perfect Health

    Most of us aren't in perfect health but that shouldn't leave us without one of the most important pieces of a financial plan. With his 30 years of experience in the insurance industry, Larry Keller of Physician Financial Services shares his top 10 common observations when applying for a disability policy with less than perfect health.

    Have questions not covered in the show? Reach out to Larry at www.financialresidency.com/pfs

    57 min
  • Riders Physicians Need to Review When Choosing a Long-Term Disability Insurance Policy
    Just like life, disabilities are impossible to predict, not only in terms of when and where they occur, but also in how they affect the physicians who experience them. While disability insurance will not undo the mental anguish of an ongoing physical and emotional condition, this type of coverage will relieve much of the financial stress. Michael Relvas of MR Insurance Consultants explains.

    38 min
  • Q&A With The Pros on Investing In Syndications

    When investing in real estate, the benefits can become ten-fold. Same applies when investing in syndications. Cathy Carroll, MD, CFA, Founding Principal of Ryca.io, Veena Jetti, Founding Principal of VIVE Funds, and I answer the audience's questions about what, why, and when to invest in this episode.

    Read more here: https://financialresidency.com/analyze-real-estate-syndication/

    55 min
  • What's The Difference Between Tax Deductions vs. Tax Credits?

    It's not everyday we get to tall about tax on Financial Residency. Although, months like August got us talking about tax every week! Here's our final installation (for the time being) with John McCarthy is Physician Tax Advisors on tax credits vs. tax deductions. Do you know the difference?

    It's not everyday we get to tall about tax on Financial Residency. Although, months like August got us talking about tax every week! Here's our final installation (for the time being) with John McCarthy is Physician Tax Advisors on tax credits vs. tax deductions. Do you know the difference? www.financialresidency.com/cpa

    35 min

About Financial Residency

From the publisher's feed

As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to…

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