This is a follow-on episode and the second installment of a two-part series on how we manage our own finances. In episode one, we covered organization and tracking, managing debt, and prioritizing/allocating cash flow. In this second episode, we discuss investing, risk management (estate planning & insurance), and the big picture and putting it all together. Hopefully, our discussion provides some useful insight on how there are different ways to manage your finances successfully, and how the approach can (and often does) differ depending on each person’s unique situation. 

Resources & People Mentioned

• Download our guide: The Toolkit for Optimizing Your Finances as an Employed Physician
• Download our guide: The Financial Checkup

Connect With Trent and Andrew

• https://mdwmllc.com 
• Follow on LinkedIn
• Follow on Facebook

Subscribe to The Physician’s Guide To Financial Wellness on Apple Podcast, Spotify, and Google Podcast