Most physicians are trained to make high-stakes decisions every day, but when it comes to money, mortgages, and building a long-term financial plan, many are left without a playbook.

In this special re-aired conversation, James Nutter joins Zoe Taylor, founder and CEO of Moving Medicine Partners, to discuss the financial decisions physician families should consider before buying a home, hiring a financial advisor, or creating a plan for long-term wealth. Together, they explore why getting approved for a large mortgage does not mean it aligns with your goals, how to reverse engineer financial decisions based on your values and cash flow, and the questions every physician should ask before trusting someone with their money.

James also shares his personal journey into physician-focused financial advising, the importance of working with a fiduciary, and how physicians can avoid becoming targets of commission-based sales tactics.

Whether you’re a resident preparing for your first attending paycheck, a physician family planning a move, or an established physician reevaluating your financial strategy, this episode will help you slow down, get clear on your numbers, and make decisions that support the life you actually want to live.

Zoe Taylor is the Founder and CEO of Moving Medicine Partners, a real estate network created specifically to support physician families through the unique challenges of relocating, purchasing a home, and navigating major career transitions.

With a nationwide network of physician-focused real estate professionals, Moving Medicine Partners helps doctors make informed real estate decisions that align with their careers, finances, and lifestyles.

🌐 https://movingmedicinepartners.com

This isn’t just another finance podcast—it’s a movement. We’re challenging the status quo, cutting through the noise, and giving physicians real strategies to take control of their money and their future. 

Because true wealth isn’t just about numbers—it’s about freedom.

Find and follow the show on YouTube. 

James Nutter is on a mission to help physicians reclaim their financial power. With a deep understanding of the unique challenges doctors face, he provides real-world strategies that cut through the noise and lead to lasting financial freedom.

Follow James on Instagram. 

A Physician’s Guide to Wealth Podcast — Brought to you by IM Wealth: Helping physicians take control of their money so they can live a purposeful life.

For more resources, visit IMWealth.com.

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.