Home equity lines of credit (HELOCs) used to be all the rage. Are HELOC’s still worth your time as a high-income earner? Tag along as we discuss the pros and cons of HELOCs.

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

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Looking to get own-occupation disability insurance 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

References:

Should couples share finances?

https://academic.oup.com/jcr/article-abstract/50/4/704/7077142

New York Times: Article: https://www.nytimes.com/interactive/2023/02/13/business/money-dating-questions.html

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With some investing, you will not need the money very soon. This requires liquidity, or the ability to quickly get your investments into cash.  Join in as Justin Harvey CFP and Dr. Jimmy Turner discuss the importance of liquidity when it comes to your investments.

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

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One thing is sure. All of us will die at some point.  The question is what happens to your assets? To your financial legacy?  That is where trusts come in.  In this episode, Justin Harvey CFP and Dr. Jimmy Turner discuss all things trusts: irrevocable versus revocable trusts, living trusts, and more.

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

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Warrant Buffet says you don’t need international stocks in your investment portfolio.  Is this really true? Does Buffet even believe this himself?  Tag along as Justin Harvey CFP and Dr. Jimmy Turner discuss the pros and cons of international stocks, and whether they should make the cut in your portfolio.

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

References:

https://www.blackrock.com/us/financial-professionals/insights/access-international-through-the-core 

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Some high-income earners feel that an emergency fund is unnecessary.  Join in as we discuss the reasons this isn’t really true, AND where you should consider placing your emergency fund as a high-income earning medical professional.

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Have you ever thought about investing with a conscience? Maybe based for environmental, social, or governmental (ESG) reasons?  In this show, Justin Harvey CFP and Dr. Jimmy Turner discuss the merit and pitfalls of ESG investing. 

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 

References:

https://hbr.org/2022/08/esg-investing-isnt-designed-to-save-the-planet

Alex Edmunds reference: https://www.youtube.com/watch?v=FkAecFr6aRo

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When an employment agreement gets placed in front of most doctors, they look at the salary.  Maybe they look at the non-compete. But, that’s about where it stops.  On this show, we discuss the other important items in a physician contract that every doctor should be aware of before signing on the dotted line.

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

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

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The proponents of the Financial Independence Retire Early (FIRE) movement has many proponents often fail to mention a different kind of burn. The burnout that comes from saving too much and limiting your lifestyle to a bare minimum.  What if I told you there is an alternative to traditional FIRE called “Coast FIRE” that allows you to retire early without eating raman?

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

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

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Join in as Dr. Jimmy Turner and Justin Harvey, a Certified Financial Planner, discuss whether The Four F's and if doctors would would benefit from a financial advisor. Have no idea how to figure out the good advisor from the one who wants to take advantage of you? 

On this show, we discuss some rules of thumb you can utilize to find the right financial advisor for you. We also discuss fee models for financial planners and the conflicts that exist within them

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

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

Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.