In this episode of the Money Meets Medicine podcast, Dr. Jimmy Turner and co-host Justin Harvey CFP discuss various implications and strategies regarding sudden inheritance of assets, including vehicles, cash, stocks, and trusts. They emphasize the importance of strategic financial planning and timely decision-making to optimize tax benefits, avoid financial pitfalls, and preserve family relationships. They highlight specific examples such as the step-up in basis for stocks, tax implications of inherited IRAs, and the psychological impacts of lump sum versus dollar cost averaging in investment. The episode also underscores the necessity of having a well-communicated estate plan to prevent family disputes and ensure coherent asset distribution. 

Additionally, it touches on the importance of obtaining disability insurance, particularly for medical trainees, and offers resources for financial planning guidance. Need your own disability insurance? Get the kind built for doctors by doctors at https://moneymeetsmedicine.com/disability

In this episode, host Dr. Jimmy Turner interviews Dr. Hannah Thompson and her husband, Chris Herring, from OtherSide Med. They talk about handling finances in residency, getting on the same page with your spouse financially which applies to more than just those in training. And we're even gonna touch on disability insurance and Hannah's journey and doing the due diligence and ending up getting disability insurance.

If you need disability insurance, make sure to check out Money Meets Medicine Disability Insurance by visiting https://moneymeetsmedicine.com/disability

To checkout OtherSide Med visit: https://www.instagram.com/theothersidemed/ 

In this episode, Dr. Jimmy Turner and Justin Harvey CFP discuss a common journey from financial independence, retire early (FIRE) to Die with Zero mentalities as doctors learn more about money and have more lived experience. They discuss specific tools to help you determine what you should be spending money on (and how much), financial arrival fallacies, and the importance of using money as means to an end and not the end itself.

Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability

Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit  https://moneymeetsmedicine.com/freebook

In this episode, Dr. Jimmy Turner and Dr. Kirk Heath talk all things locum tenens, physician entrepreneurship, and how financial independence helps doctors practice medicine on their terms. They discuss Kirk's journey from practicing full-time as a surgeon in a private practice setting to his journey into locums. They take a deep dive into how locums helps doctors individually, how it may be a solution to systemic problems in medicine, and touch on the financial aspects of working as a 1099 versus a W2 physician. 

Want to learn more about locum tenens? Make sure to check out LocumStory by visiting https://moneymeetsmedicine.com/locums

Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability

Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com

In this episode of the 'Money Meets Medicine' podcast, hosts Dr. Jimmy Turner and Justin Harvey discuss strategies for managing personal finances during market downturns, specifically focusing on the impact of recent tariffs imposed by Trump in April 2025. They emphasize the importance of having a solid investment plan and understanding market history to mitigate psychological stress during volatile periods. The conversation covers the importance of diversification, the benefits of tax loss harvesting, and how to handle significant cash reserves during market dips. 

Wanting to get started on your financial journey? Download a free copy of The Physician Philosopher's Guide to Personal Finance: https://moneymeetsmedicine.com/freebook

Looking to get own-occupation disability insurance from a source you can trust? Get a quote at https://moneymeetsmedicine.com/disability

Rolling returning averages for the S&P 500: https://www.advisorpedia.com/chart-center/time-in-the-market-not-timing-the-market/ 

This episode is sponsored by Locumstory. Your source for all things locums.

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Ben and Sam are doctors who don’t just heal with medicine—they create with music. In this episode, they talk about their parallel paths from the East Coast to Colorado, their shared musical background, and how they balance both call schedules and band rehearsals. Sam shares the highs of performing at Red Rocks, while Ben discusses navigating military service and academic transitions. They also unpack the inspiration behind their podcast, Crescendo de Crescendo, a thoughtful series about how medicine and music inform and elevate each other. This episode blends passion, purpose, and practical advice for any clinician exploring life beyond the white coat.

Dr. Ben is an internal medicine physician who transitioned from a military medical career to academic medicine. He served as a Lieutenant Commander in the U.S. Navy, completed his residency and a chief resident year at Walter Reed, and later worked as an Associate Program Director in a military academic health center. After his military service, Dr. Ben pursued a medical education fellowship at Penn State, where he collaborated with Dr. Paul Haidet on research exploring the intersection of music and medicine. This collaboration inspired the creation of the podcast Crescendo de Crescendo, which he co-hosts with Dr. Sam.​

Dr. Sam is an internal medicine physician and musician based in Colorado. He is a member of the band Dark Arts, which blends elements of folk, alternative, and psychedelic rock. The band gained notable recognition by performing at the renowned Red Rocks Amphitheater. Balancing his medical career with his passion for music, Dr. Sam co-hosts the podcast Crescendo de Crescendo alongside Dr. Ben, where they explore the parallels between the practices of medicine and music.​

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Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability 

Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com/freebook

In this episode of the Money Meets Medicine podcast, hosts Justin Harvey CFP and Dr. Jimmy Turner explore the topics of paying off mortgages early, establishing personal and professional boundaries, and the importance of having disability insurance. 

They stress the significance of setting boundaries in professional life to prevent burnout, drawing from Dr. Turner's own experiences and his framework for fulfillment outlined in his book. The duo also delve into the debate on whether to pay off a mortgage early in a high-interest environment versus investing, providing both mathematical and psychological perspectives. 

Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability 

Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com/FreeBook

In this episode of the Money Meets Medicine podcast, Dr. Jimmy Turner explores Bitcoin and its implications for the financial world with Dr. Noah Kaufman, an emergency medicine physician, rock climber, and former American Ninja Warrior competitor. Dr. Kaufman shares his journey into Bitcoin investment, explaining the concept of deflation, the intrinsic value of Bitcoin, and its potential societal impacts. 

They discuss the adoption of Bitcoin, its comparability to gold, and its unhackable nature. Dr. Kaufman stresses the importance of understanding Bitcoin as an invention rather than a speculative investment. They also touch on the potential future impacts of Bitcoin on the financial system and individual wealth. The episode encourages physicians and listeners to explore Bitcoin deeper and consider its role in their financial strategies.

Check out Sound HSA --> https://SoundHSA.com  

Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability 

Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com/freebook

This episode is brought to you by Locumstory—learn how locum tenens can help you find more freedom and flexibility in your medical career at moneymeetsmedicine.com/locums.

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Dr. Turner and Mike Kittner discuss the crucial topic of disability insurance for doctors. They explore common pitfalls and nightmares experienced by doctors in securing disability insurance and emphasize the importance of obtaining coverage during medical training. Mike shares real-life stories about the consequences of not disclosing full medical histories and missing out on guaranteed standard issue (GSI) policies. 

They also highlight why Guardian's GSI policies are highly beneficial, especially their unique fallback option that prevents denial nightmares. Detailed explanations are given on why considering fully underwritten policies might be beneficial, the advantages of graded premiums, and the significant role of independent insurance agents. The episode underscores the necessity of getting disability insurance while in training and offers actionable advice on how to avoid common mistakes.

If you are looking to get a quote for disability insurance from a source you can trust, visit https://moneymeetsmedicine.com/disability

Just learning about personal finance? Make sure to snag a free copy of The Physician Philosopher's Guide to Personal Finance for free at https://moneymeetsmedicine.com/freebook

In this episode of the Money Meets Medicine podcast, host Dr. Jimmy Turner is joined by retired physician and credit card guru Dr. Devin Gimble to discuss how to maximize credit card points for luxury travel. Dr. Gimble, who funds $50,000 to $100,000 worth of luxury travel annually using points, shares her expertise on using transferable credit card points, such as those from Chase and Amex, to greatly enhance their value. 

They discuss the importance of understanding spending categories, the pitfalls of credit card churning, and strategies for physicians to leverage high expenses to earn substantial travel rewards. The podcast emphasizes simplicity and practicality, offering insights for both detail-oriented individuals and those seeking straightforward solutions. Additionally, the episode highlights the 'Points Made Easy' course and the necessity of own occupation disability insurance for physicians. Dr. Gimble also debunks common misconceptions and provides actionable tips for optimizing credit card points without overwhelming effort.

Want to learn how to mazimize your credit card points? Enroll in Points Made Easy by visiting https://moneymeetsmedicine.com/points 

Every doctor needs own-occupation disability insurance.  To get it from a source you can trust? Visit https://moneymeetsmedicine.com/disability 

Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Visit https://moneymeetsmedicine.com