Podcasts about financial residency

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Many physicians are now using AI medical scribes to take notes during appointments. It allows doctors to truly interact with their patients while at the same time making them more efficient and notes more detailed.   Freed founder Erez Druk and his wife Dr. Gabi Meckler join us today to talk about the inspiration for Freed, how it works, the cost for using the technology and new innovations currently being developed for future iterations of the software.   If you are interested in trying Freed, you can do a free trial and if you like it you can get a discount of $50 for the first month just for being a Financial Residency podcast listener by using the code FR2024. Go to www.Freed.ai to learn more.

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com. Are you getting the most out of the podcasts you listen to? Awareness is the first step to positive change, however positive action in the direction of your goals and mission must follow. On the very first episode of the A Life Well Lived A Physicians Guide to Wealth podcast, IM Wealth Partner and Financial Advisor, James Nutter provides you with the 101 on how to get the most out of his new podcast collaboration with Financial Residency. Discover how to directly apply each episode to your life so that you may use your money to create a more meaningful life. Trying to qualify for PSLF and unsure if you're on track? Get James's 100% Public Service Loan Forgiveness Checklist and Masterdashboard. Go to https://info.imwealth.com/pslf to learn more.  Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Many of us are told that our employer has one contract for a group of physicians and it is nonnegotiable. But what if the entire group collectively negotiated for changes? Groups can negotiate for salary, of course, but they can also request improvements to staffing, equipment, time off or other things.   Jon Appino with Contract Diagnostics talks about the impactfulness and success of collective negotiations. He has started an entire division to focus on this type of bargaining and has even hired folks who previously represented "the other side" to increase physicians' chances of success in negotiations.  To learn more about Jon and his team, go to www.ContractDiagnostics.com. You can also listen to his podcast Coffee and Contracts right here on Financial Residency. 

Ever felt overwhelmed about not knowing what you don't know as it relates to money? Perhaps even a bit frustrated that of the hundreds of thousands of dollars you spent and countless hours in training, there was little to no real-world training about money? I have great news, if you're reading this now, you're here for a reason. And though your medical school or training program is unlikely to do anything about, we here at Financial Residency are here to help you make sense of your cents. Take the first step by tuning into this episode! Trying to qualify for PSLF and unsure if you're on track? Get James's 100% Public Service Loan Forgiveness Checklist and Masterdashboard. Go to https://info.imwealth.com/pslf to learn more.

Are you getting the most out of the podcasts you listen to? Awareness is the first step to positive change, however positive action in the direction of your goals and mission must follow. On the very first episode of the A Life Well Lived A Physicians Guide to Wealth podcast, IM Wealth Partner and Financial Advisor, James Nutter provides you with the 101 on how to get the most out of his new podcast collaboration with Financial Residency. Discover how to directly apply each episode to your life so that you may use your money to create a more meaningful life. Trying to qualify for PSLF and unsure if you're on track? Get James's 100% Public Service Loan Forgiveness Checklist and Masterdashboard. Go to https://info.imwealth.com/pslf to learn more.  Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

Daniel Wrenne talks about planning for retirement and how your mindset and goals for retirement can affect your investments and depletion of assets. The main takeaway from today's episode is: Make a plan, make a plan, make a plan! If you are in need of a financial advisor, you can learn more about Daniel Wrenne at www.WrenneFinancial.com or email him at Daniel@WrenneFinancial.com You can also listen to his podcast Financial Vitals on the Financial Residency network.

This episode is sponsored by Eckard Enterprises. To start empowering your financial future, visit www.EckardEnterprises.com In this episode of "Coffee and Contracts," Jon from Contract Diagnostics discusses various aspects of signing bonuses, relocation amounts, and other upfront cash offered by employers to physicians. He highlights the wide variation in these amounts and emphasizes the importance of understanding the repayment provisions associated with such bonuses. Jon explains that most contracts include clauses requiring repayment if the physician doesn't fulfill the agreed-upon employment term. He details considerations such as the timing of bonus payments, repayment terms, interest, and forgiveness conditions. Jon encourages physicians to thoroughly understand the terms of such incentives to avoid potential complications and discusses how Contract Diagnostics can assist in contract review.  The episode is made possible by Financial Residency, and Jon invites viewers to reach out for further assistance. Jon invites individuals to contact Contract Diagnostics through phone, chat, or email for personalized assistance, visit www.ContractDiagnostics.com

Jon Appino with Contract Diagnostics talks about a free educational webinar open to all Financial Residency listeners on 9/7/23 at 7 pm CST.   He will talk about trends in compensation, the importance of doing a periodic check up on your existing contract to ensure you are being paid fairly and answer all questions from attendees.    On today's episode, we also talk briefly about check ups. You need them for not only your physical health, but also your financial wellbeing.    Links:   To sign up for the webinar, go to https://contractdiagnostics.com/cdx-educational-lecture/.   Have you ever considered a different way of practicing medicine, whether you are burned out, need a change at pace, or are looking to supplement your income? Locums story.com is the perfect place to start. https://locumstory.com/ 

If you are going from residency or fellowship to an attending position, you are about to make some major changes. Dr. Tammy and Jon talk about this transition and what you might expect. They explore the gap time between the two jobs, disability insurance, home ownership versus renting, assessing your new position and giving yourself some grace when learning your new role.  Jon is the owner of Contract Diagnostics and podcast host of Coffee and Contracts with Jon on the Financial Residency network. You can learn more about Jon at www.ContractDiagnostics.com.

It's rare to encounter a physician as good in finances as they are in the work world. And for a good reason. Medical jobs have the highest rates of burnout of all professions. Physicians just don't have time to care about investing, retiring early, wealth, etc. But today's guest - Dr. Elisa Chiang - did. And the results speak for themselves. Elisa is a board-certified ophthalmologist and fellowship-trained oculoplastic surgeon who, in her words, "Has worked both in private practice as well as for a bureaucratic hospital system." After experiencing burnout, she decided to go all in investing to achieve early retirement and escape the medical industry. Fast forward to today, she's a wealthy life coach that helps other people like her (physicians just like you) to make better life choices with their finances that serves their needs. The work of people like Elisa gets us excited about the future of personal finance in the physician work world. If you're a medical professional that:     •    Struggles with burnout.     •    Experiences second thoughts about their medical career     •    Are confronted with big decisions like marriage, investments, retirement, moving, etc. You'll find this episode quite helpful! Links: www.WrenneFinancial.com Be sure to let Dr. Jon Jurica know that you came from Financial Residency if opting into his program. We'd love to know who you are. This way we can shout you out!

Today I focus on compensation data and explain what to do with the numbers. LINKS: www.ContractDiagnostics.com Be sure to let Dr. Jon Jurica know that you came from Financial Residency if opting into his program. We'd love to know who you are. This way we can shout you out!

Physicians are doing important work - they are saving lives every day. But physicians are also taking a pushback - the industry is harsh. Burnout runs rampant and the lack of good financial education leaves many professionals struggling with money all their professional lives. We're not all-knowing on this show, but we've identified a few key problems we encounter with physician finances repeatedly. On today's show, we're going to address these issues, how to solve them, and how to prevent them. If you're a physician struggling with their finances at the moment - we'd recommend you give this episode a shot. Thank you and enjoy! Links: www.WrenneFinancial.com Be sure to let Dr. Jon Jurica know that you came from Financial Residency if opting into his program. We'd love to know who you are. This way we can shout you out!

Would you believe some people never read the contract they sign when they are buying a house? Even when it's a 7-figure offer??? Doug talks about the reasons why it is so important that you understand what you are signing BEFORE you sign it. For a free copy of Doug's book on buying a home, go to www.DougCrouse.com. Be sure to let Dr. Jon Jurica know that you came from Financial Residency if opting into his program. We'd love to know who you are. This way we can shout you out!

Today I want to speak on a topic I have been seeing come up a lot lately. Physician burnout! LINKS: www.ContractDiagnostics.com Be sure to let Dr. Jon Jurica know that you came from Financial Residency if opting into his program. We'd love to know who you are. This way we can shout you out!

Dr. Carol Clinton joined the show to talk about her journey in medicine. She talked about how she had to change jobs and eventually her practice all together when private equity and MBAs started to control how she interacted with her patients. She was one of the first physicians to utilize social media to promote her practice. She then suffered adversity when she was diagnosed with ovarian cancer. She now helps others through their cancer diagnoses as she continues to battle her own. Be sure to let Dr. Jon Jurica know that you came from Financial Residency if opting into his program. We'd love to know who you are. This way we can shout you out!

As mentioned two weeks ago, Financial Residency is starting a new Speaker's Bureau to bring qualified professionals to your residency program, office or hospital to cover topics that matter most to you. Jon Appino has volunteered his expertise in contract review and negotiations and is available to schedule at no cost with your group. He talks about multiple topics on which he or one of his team can address. LINKS: www.ContractDiagnostics.com

Financial Residency is excited to announce its new partnership with Grant Sabatier. You may know Grant from Millennial Money, CNBC or a variety of websites that feature his expertise. He will be joining the Financial Residency family to focus on helping physicians reach financial independence.  

Financial Residency is making some exciting changes in 2023. One such change is adding a speakers bureau to speak to residencies, fellowships and offices. Today we speak with Doug Crouse who will be available at no cost to speak about signing a contract on your first “doctor home.” It's important to know what's available to you so you can make the best financial decision regarding what may be the biggest purchase of your life. To schedule a speaker at no cost for your residency or fellowship, you can reach out to Dr Tammy Crouse at 816-244-7068 or Tammy@FinancialResidency.com

It's been a while since you've heard Ryan's voice on the show. While he's no longer running the podcast, he introduces its new host… or should we say, “hosts”… in this new reboot. Please come get acquainted with Dr. Tammy Crouse, Doug Crouse, and Daniel Wrenne as they all gear up to share some of the most interesting (and pressing) topics related to a physician's financial future. And, then stay tuned every week to for new content! Excited for you to be here!

Episode 58 - My guest on the podcast today is Ryan Inman.  Long-time listeners may remember him from episode 25 where we talked about how to have healthy money conversations with your spouse that don’t end in a fight.  He’s a fee-only financial planner who works exclusively with physicians.  His wife is a physician in the U.S. Navy, and he really understands the unique financial challenges that physicians face.  You may know him from his incredibly well-read blog and popular podcast, both called Financial Residency.  On this episode, we talk all things mortgages.  How much house can you afford, what’s the right time to buy a house, and what in the world is a physician mortgage loan?  We’ll talk about all that and more.  If you’re ever  planning to buy or sell a house, this is a conversation for you.   Resources mentioned in the show:Free Resource: 3 Critical Tools to Level Up Your Family's FinancesJoin the Business and Personal Finance for Physicians and Dentists Facebook Group!Check out the Doctor Podcast Network!: Click here and come check out the great podcasts that are a part of the network. One-on-one personal finance and business coaching: Click here and email me to set up a free consultation today! Check out the additional free resources available at The Scope of Practice!Business management resourcesPersonal finance resourcesPodcasting resourcesRecommended online coursesRecommended books

There are two things you can always guarantee to hear about when listening to Financial Residency: 1) All of this information should not be considered financial advice, and 2) You should understand what you're investing your money in. That's why Ryan wanted to go over the basics of investing. Whether you have been listening to this podcast for a while, or new to the community, there is something new for everyone to learn about investments. Do you need help understanding and maximizing your contract benefits? Then check out Contract Diagnostics at www.doctorpodcastnetwork.com/contractdiagnostics 

You want to be better at managing your money. We’re here to help! Please go to www.financialresidency.com/tip for interesting information on how to keep your good habits going! Physician Wealth Services helps physician families get their financial lives in order. Are you ready to get yours in order too? Find us at www.financialresidency.com/pws  

I’ll be sitting in the hot seat today as Ryan Inman, host of the podcast Financial Residency interviews me about a behind-the-scenes look into short-term rentals. Investing in short-term rentals is not just real estate, it’s a business on top of it. It’s a lot of work upfront, but it’s eventually a business you can run from your smartphone. If you’re interested in increasing your cash flow with short-term rentals then this episode is for you. Are you tired of dealing with headaches like finding and retaining quality billing staff, high turnover, and limited resources? MedEvolve can help you leverage data and AI solutions that bring answers to the forefront and take the guesswork out of revenue cycle management. Let them show you how. To have this great company help you work smarter, reduce your cost to collect and get paid on time.  Find them at https:/www.doctorpodcastnetwork.com/medevolve  Get an in-depth, actionable plan for your website, marketing, and SEO. Get ahold of Baker Labs at https:/www.bakerlabs.co/doctorsunbound

Ever feel like your insurance agent doesn't have your best interest at heart when selling you products? Ryan and I are going to give you the non-conflicted version of the Term vs Whole Life debate. We will cover the upsides and downsides to both types of policies.  Have you heard about the Financial Residency medical student scholarship? 10 students in good standing will be getting $5K each from an anonymous foundation that is giving away $50K! Apply here: www.financialresidency.com/scholarship

Identifying your goals is important because it gives you direction in your finances, as is the case for Maise and Blue. However, as Kayse and I will get into, if you aren't setting up the right banking structure to go along with those goals OR not actually saving for them it defeats the whole purpose.    Financial Residency, in partnership with an anonymous foundation, is awarding 10 lucky med students $5k! Check out the details here: www.financialresidency.com/scholarship 

Justin is a financial planner, student loan expert, and physician spouse. He is the founder of APM Wealth, a financial planning and investment management company focused on anesthesiologists and pain management physicians. More importantly, he's a proud husband to an amazing anesthesia resident (his wife, Sarah) and proud dad to their new son (Calvin). To connect w/Justin Twitter: @AnesthSuccess LinkedIn: profile here Facebook: group here Next steps: The classic plug for White Coat Investor and recommendations to check out Financial Residency, Wall Street Physician and Ben White's take on student loans. Check out Justin's Anesthesia Success Podcast here. ___ And finally, learn more about how to survive residency even with no time, no money, and no power. The Solving Resident Burnout Book is a practical, evidence-based manual that is easy to read.

While your schedule is insane and unpredictable, you want to know your advisor is always going to make decisions with your best interest in mind. But how could you know if your financial advisor is doing exactly what you need for your portfolio? These are the things you should consider.  Want to be a lucky recipient of a $5000 scholarship? Be one of 10! Financial Residency has partnered with a foundation to giveaway $50k! Learn more here: www.financialresidency.com/scholarship

Episode 25 - The number one cause of divorce in America is money fights and money problems. If you can get on the same financial page as your spouse, you'll be much more likely to have a stable, happy marriage. My guest this week is Ryan Inman, host of the Financial Residency podcast. He has coached hundreds of physician couples to succeed with their finances.As you'll hear in this episode, one key to succeeding in marriage is to learn how to communicate about money. Fortunately, it's not that difficult to figure out. Unfortunately, it's not easy, but there are some key steps everyone can take to ensure that they are having healthy conversations about money.Don't allow yourself to fall into the trap of thinking that you don't need to talk about money with your spouse. Money is part of every aspect of your life. When you and your spouse are aligned with regard to money, you'll be aligned with your dreams, your goals, and your aspirations. Enjoy this week's conversation on how to communicate better with your spouse about money so you can avoid money fights! - Please copy and share this link on social media: www.thescopeofpractice.com/podcast - Check out the Doctor Podcast Network!- This week's featured blog post: 10 Steps to Stop Fighting Over Money with Your Spouse- Free Resource: 5 Financial Conversations All Couples Should Have- Join the Business and Personal Finance for Physicians and Dentists Facebook Group!- FREE disability insurance quotes from Pattern: www.thescopeofpractice.com/pattern

I have been teasing the big reveal for a while now... That's right, we're talking Doctor Podcast Network. Ryan Inman of Financial Residency podcast and I teamed up to draw back the curtain on what Doctor Podcast Network means for you! We are joining forces with several other doctor podcasts including Physician's Guide to Doctoring, Scope of Practice, Physician NonClinical Careers, and so many others to bring the highest value to our listeners. If you feel you have a podcast in you, we cover how DPN can help you as well.  For the latest updates, sign up here: www.financialresidency.com/dpn  https://www.doctorsunbound.com/podcast/doctor-podcast-network/

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

Ryan Inman is founder and CEO of Physician Wealth Services and host of the Financial Residency podcast. We sat down with Ryan to discuss what it takes to grow a successful podcast, the future of podcasting, podcast monetization and how his side hustle to guide physicians through a financial education became his next great venture, The Doctor Podcast Network.

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

Self-confessed 'money nerd' Ryan Inman started his financial practice Physician Wealth Services specifically to help guide young physicians toward financial independence with truly unbiased, quality financial advice. A graduate of the University of San Diego (USD) Ryan has a BA in Business Administration, an MA in Accounting and Financial Management, and an MA in Business Administration, and along with running Physician Wealth Services, he currently hosts the Financial Residency podcast and co-hosts the Money Meets Medicine podcast. Ryan uses his and his wife’s intimate knowledge of the pains, struggles, and joys that come from a career in medicine to take care of his clients while they take care of their patients.   Ryan joins me to discuss why he decided to niche down his financial planning practice to helping physician families understand and take control of their money from the very beginning of their careers. He shares his professional journey and why he moved from working in large corporates where the focus was on selling financial products and attracting high net worth clients to working with people who really need clear-cut financial guidance. Ryan also shares his opinions on what has been happening to the markets in 2020 and advises on the questions to ask yourself about your investments.   “You need to think about your money without emotion” - Ryan Inman   This week on Paychecks and Balances: The stereotype of physicians having high net worth without considering the debt they accumulate through their years of training The importance for everyone of having an emergency fund Why you should take advantage of the student federal debt forbearance to do something smart with the saving Why being forced to cut our expenses through the Covid-19 quarantine period should make us reevaluate our spending Ryan’s perspective on investing during periods of volatility Why time in the market is more important than timing the market when you’re investing Why the market was moving so atypically during March 2020 Should you be changing your investment strategies right now? Questions to ask yourself when managing your investments Ways to manage multiple 401k accounts from previous jobs What is the backdoor Roth IRA strategy Managing your retirement investments and plans Is it best to pay down debt or invest? Essential questions you should ask when you’re looking for an investment app Why it’s essential to research the fundamentals of investments before you throw money at it Why you should check in quarterly on your investments alone or with a financial advisor   Resources Mentioned: Financial Residency podcast Money Meets Medicine podcast Betterment Wealthfront Acorns   Connect with Ryan Inman: Physician Wealth Services Website Physician Wealth Services on Facebook Physician Wealth Services on Twitter   Connect with Paychecks and Balances: Paychecks and Balances Website Patreon Paychecks and Balances Paychecks and Balances on Instagram Paychecks and Balances on Facebook Paychecks and Balances on Twitter    

Trim the fat and and make high six-figures? When you make it to a high 6-figure income level that includes personal accountability goes a long way. Not only are you saving and investing where you need to, you get to spend what's left however you want. Sounds simple, right? It actually is. In the market for a new home (or looking to refinance)? Mike Fitzmeyer of Truist, formerly SunTrust, is one of Financial Residency's trusted mortgage experts who can help. Find him at http://www.financialresidency.com/truist

Most people don’t understand how mortgage interest rates work and why they change. Having a basic understanding on how interest rates affect your payment and your overall cost of borrowing is critical to your financial success. Don’t get stuck paying 10’s of thousands of dollars to the bank that you didn’t have to. Get notified for Financial Residency’s upcoming book, Hippocratic House: Do No Harm When Purchasing Your First Physician Home by going http://financialresidency.com/preorder 

Ryan Inman is the founder of Physician Wealth Services, an independent RIA that serves over 140 physician clients. Completely narrowed in on his unique niche, Ryan changed the name of his firm, created a Financial Residency podcast, and restructured his entire financial planning process to in-patient and outpatient services. Today he joins the show to share the mindset shift he had to go through in order to be comfortable with narrowing the focus of his practice and offers advice for those who’d like to do the same. Listen in as we discuss why having a targeted niche can make it easier when marketing, as well as what Ryan is doing to serve his niche effectively. You’ll learn how he chose to serve physicians in particular, the unique fee structure he uses, and what he is doing to bring in so many new clients every month. For show notes and more visit: https://www.kitces.com/180     

Please send a message and let us know If there are any specific topics you'd like to hear about In a future episode!To get more from Ryan Inman, check out his Podcast Financial Residencyor visit his website financialresidency.comRyan's Book Recommendations:-How a Second Grader Beats Wall Street by Allan S. Roth-The Millionaire Next Door by Thomas J. Stanley-The Next Millionaire Next Door by Sarah Stanley Fallaw & Thomas J. Stanley -Financial Residency by Ryan Inman & Taylor Inman The White Coat Academy podcast is now Confessions of a Young Doctor. For the most up-to-date information, visit our website www.doctorconfessions.com

Interview with Financial Residency Podcast's Ryan Inmann  financialresidency.com  Podcast: Financial Residency  Book: Financial Residency: Create Your Financial Plan Without the Long Hours or Sleepless Nights  If you want to take your practice to the next level, join the private Facebook group for physicians only --> The Private Practice Accelerator, click the link below to join now! The Private Practice Accelerator Facebook Group Private Practice Matters - Dr. Phil Boucher

Hello everyone, we are back today with a very special guest. It is the Physician on Fire himself! He was last on the show in 2018 and is here to give us an update on how his life is going as a retired physician and how the pandemic has affected him and his family as well. Don't miss out as he gives some amazing tips for how your family can follow in his footsteps too! If you'd like to support the podcast, I'd so appreciate it if you head over to HippocraticHustle.com/Patreon. You can find information there about how you can support the show. My guest today, Physician on Fire, is a former anesthesiologist, family man and supposed outdoor enthusiast who spends way too much time indoors, especially now that he is quarantined in Northern Michigan. He attained financial independence at age 39, meaning that he could afford to retire comfortably after a 9-year career. He continued to work for various reasons, but eventually, he chose to retire early at the age of 43. Prior to the COVID-19 epidemic, he was touring Mexico and Spain with his wife and two boys. Currently, he is holed up with them in an undisclosed location in Northern Michigan. In this episode, you will learn: What POF has been up to since retirement. How much money do you really need to retire? How the quarantine is a miniature version of what your retirement could be. What changes you need to be aware of regarding savings and retirement due to the pandemic and economic changes. How to select the best investment choices for FIRE. Why it's so important to pay off student loans as soon as possible. What's next for POF and his family? What tips they have for home-schooling/world-schooling their kids. Links we discussed in the show: Head over to POF's website at: PhysicianOnFire.com. Check out the last time Physician on Fire was on the podcast: Ep. 39: Breaking Down Finances and F.I.R.E. with Physician on Fire. Learn a new language at: Duolingo.com. Submit feedback and ask questions at our Hippocratic Hustlers FB Group. Check out POF's very active FB Group: Physicians on Fire. Learn more about student loan repayment by reading: Medical Student Loans by Ben White. Read all about finance for physicians by reading: Financial Residency by Ryan Inman. Get great home-schooling resources at: KhanAcademy.org. Thank you for listening to the Hippocratic Hustle! I know that time is your most valuable resource so I really appreciate you spending some of it with me. If you enjoyed today's show, please share it! If you'd like to help me improve and grow the podcast, send your suggestions to: Carrie@HippocraticHustle.com Support the show here: hippocratichustle.com/Patreon Lastly, don't forget to subscribe to the podcast, so you won't miss an episode!

What’s good! Today you’re going to hear from Ryan Inman who is a fee-only financial advisor and host of the Financial Residency podcast. As you know, I’m a big fan of fee-only advisors and in this episode, we talk about the real relationship you should have with your financial advisor. Not only will you learn how to work with one but also how not to follow an advisor blindly.   Resources: Allen Roth – How a Second Grader Beats Wall Street Thomas Stanley - The Millionaire Next Door Corey Fawcett – The Doctor’s Guide to Eliminating Debt J L Collins - The Simple Path to Wealth The Bogleheads’ Guide to Investing Financial Residency Book Physician Wealth Services

Helping the medical community become more confident with finances. Ryan Inman is the President and Financial Planner of Physician Wealth Services and Host & Creator of Financial Residency. Financial Residency is made up of hundreds of attendings, residents, and their spouses (800+ to be more exact!) who just about had it with their financial challenges. They exist to arm you with financial knowledge so that you can protect and grow your assets. Being a part of the Financial Residency community brings you up to speed on your financial literacy to confidently take control of your household finances.

TITLE: Ryan Inman- Physician Wealth Services In today's episode, we speak to Ryan Inman, the founder of Physician Wealth Services and host of The Financial Residency Podcast. Ryan is married to a physician and truly understand the financial needs of physicians and their families. He stops by the podcast to talk about his podcast, his financial planning business and his brand new book that he and his wife wrote together. Don't miss out on all of the great tips he shares with us! In this episode, you will learn: How he got started with podcasting and some tips for starting a podcast. Some of the biggest mistakes he sees physicians making with their finances. Why it's so important to pay off your student loans as soon as possible. Why he and his wife decided to write their new book, “Financial Residency.” Ryan Inman is the founder of Physician Wealth Services and host of The Financial Residency Podcast. He graduated from the University of San Diego with a BA in Business Administration and holds a Masters in Accounting in Financial Management as well as his MBA. His wife is a physician, and when she was in residency, he witnessed how vulnerable she was to poor financial advice. Shocked at how many advisors tried to take advantage of her and her peers, he decided to start his financial planning practice. His firm works exclusively with physicians all around the country who could truly benefit from unbiased, quality, financial advice. He helps physicians create a life they love using the resources they have. Links we discussed in the show: Check out his website at: Physician Wealth Services. Check out the amazing podcast at: The Financial Residency Podcast. Learn more about Fincon at: Fincon 2020. Find Dr. Nii Darko's guidebook to podcasting: "3,2,1 Podcast" Listen in to Ryan's favorite episode so far: Overcoming Fear and Financial Phobias. Find Ryan and his wife's brand new book: "Financial Residency" Thank you for listening to the Hippocratic Hustle! I know that time is your most valuable resource so I really appreciate you spending some of it with me. If you enjoyed today's show, please share it! If you'd like to help me improve and grow the podcast, send your suggestions to: Carrie@HippocraticHustle.com Lastly, don't forget to subscribe to the podcast, so you won't miss an episode!

Is there advice you wish you'd had when you started investing? Wish you could go back in time and tell yourself to do something differently? With the end of the year almost upon us, we thought this would be the perfect time to reflect on lessons learned... and hopefully help out some new investors so they won't make the same mistakes we did. Experienced investor or not, we'll share some great advice during today's roundtable discussion among seasoned investors. Calling in today for our roundtable is our good basement friend, Ryan Inman of the Financial Residency podcast, plus Paula Pant from the Afford Anything podcast, and OG from our very own show! Plus, at the halfway mark, we'll take a break to learn about Titan, an online app and website that helps people invest like a hedge fund. We'll learn all about it from co-founder Clayton Gardner. Looking for some good investment help? We'll explore what Clayton and Titan are doing to help investors get a bigger bang for their dollar. During our Magnify Money call we'll answer a voicemail from Tyler, who will be graduating from college debt-free. How should Tyler capitalize on his opportunity? Tyler knows about investing through work and having a proper emergency fund, but what else should he do? Is he missing out on something? As always, we'll quiz our contributors with a post-FinTech gameshow question by Doug.

Ryan Inman, the host of the Financial Residency podcast and founder of Physician Wealth Services, shares the biggest mistakes he’s seen physicians make when it comes to student loan debt. I talk with Ryan about the state of PSLF and why hiring a financial planner isn’t right for everyone. In today’s episode, you'll find out: The trick to making PSLF work for physicians The real reason behind PSLF rejections Why worrying about whether PSLF will still be around isn’t the biggest problem Why not everyone should work with a financial planner How a physician made a mistake that cost half a million dollars What the future of PSLF might look like The 10-step plan that Ryan uses in his financial planning business How hiring a financial planner is like working with a personal trainer Full show notes at: http://studentloanplanner.com/51

In this episode of Wine and Dime I chat with self proclaimed nerd, Ryan Inman. Ryan is a very driven individual who keeps himself very busy with many different endeavors! He owns a fee only financial planning practice specializing in Doctors called Loan Buddy (https://www.loanbuddy.us/) . Ryan is truly passionate about helping people with their Student Loan Debt, and I guess that’s why we get along so well. We talk about all those things and much more, so be sure to tune in a check it out! Ryan InmanI graduated from the University of San Diego (USD) with a BA in Business Administration, an MA in Accounting and Financial Management, and an MA in Business Administration. During grad school, I worked at Merrill Lynch under a fantastic advisor, but soon realized that the average advisor in the industry was more concerned with selling financial products and obtaining new clients with investable assets than working with those who could really use the financial guidance to succeed in life. That really turned me off from the industry, so I switched gears and worked for KPMG in public accounting. During my second year, I was fortunate to run into an old friend who was a CFP® and a fee-only financial planner. He introduced me to the concept of fee-only financial planning, where planners put their clients first, don’t sell products, and are true fiduciaries. It sounded too good to be true. I decided to join his firm where I had an amazing hands-on experience learning what true financial planning was all about – working with clients and helping them achieve their financial goals! While I enjoyed my time there, I ultimately learned I didn’t want to work with the ultra-wealthy as much as young physicians who were starting their careers and could really benefit from truly unbiased, quality financial advice. I have an intimate knowledge of the pains, struggles, and joys that come from a career in medicine. I know what it’s like to be buried in debt while your physician spouse makes next to nothing and spends every fourth night in the hospital. I understand what you’re going through; my wife and I have been there. I started my fee-only practice to help physicians sleep well at night knowing they have a trusted advisor who is guiding them toward financial independence. This is my family practice. My goal is to take care of you while you take care of your patients. I’ll be accessible when you are – in the evenings after you get your kids to bed, during your commute home, or in between patients. Short of the overnight shift, consider me on-call. Physician Wealth Services (https://physicianwealthservices.com/) (PWS) is a fee-only financial planning practice helping physician families take control of their finances to position themselves for a bright financial future. Sleeping well at night knowing they have a trusted advisor who is guiding them toward financial independence is exactly why we’re here. Our goal is to take care of you while you take care of your patients. We will be accessible when you are – in the evenings after you get your kids to bed, during your commute home, or in between patients. Short of the overnight shift, consider us on-call. Providing trustworthy, unbiased financial advice to dedicated, hard-working people like you and our own families demonstrates our passion to walk with you on your financial journey. Schedule a time (https://calendly.com/physicianwealthservices/introductory)  to discuss how we can help get you onto the right path. About Financial Residency (https://financialresidency.com/) Financial Residency is made up of hundreds of attendings, residents, and their spouses (800+ to be more exact!) who just about had it with their financial challenges. They know how it feels to struggle with student loan debt, be in survival mode during residency, long to save money for retirement, in some instances, moonlight, and, depending on their medical journey,...

Believe it or not, there’s a lot of overlap between financial planning for teachers and physicians. Sure, our career paths may be different, but we both face the challenge of sifting through financial products and packages directed at our professions. And as today’s guest Ryan Inman of Physician Wealth Services and host of the Financial Residency podcast points out, we’re all human!

My first listener-requested show! Always glad to help you out there in the listening world. When I told Ryan how hard it was to find a financial planner with a podcast, his reply was "There are four of us." And what an incredible help he was...I wonder if the other 3 even know about the Sherpa Chalet? It's great to listen to a finance guy who can put things in easy-to-understand terminology, and not get lost in a sea of acronyms (which is worse than being in an ocean of lotion.) Ryan helped to provide the basics of what we need to do to not let our finances get out of control. Keep in mind that in many instances, certain plans may work more accordingly for some than others. But, like he says, make sure you do your homework before investing large amounts of money into anything. Ryan's Info: Website: www.financialresidency.com; Podcast: Financial Residency. Financial Fellowship to come! Ryan's faves: Money for the Rest of Us; Retirement Answer Man;Money Nerds Podcast; Stacking Benjamins; Paychecks and Balances; Marriage, Kids, and Money, How A 2nd Grader Beat Wall Street by Alan Roth (book). Sherpa Suggestions: Financial Residency; Rich Dad Radio Show; Millenial Money Minutes; The Modest Millions Show; Be Wealthy and Smart; The Clark Howard Podcast --- Send in a voice message: https://anchor.fm/jim-the-podcast-sherpa/message

Ryan Inman is a fee-only financial advisor who works exclusively with physicians and he teaches how to pick a financial advisor.  How did he end up in the physician niche?  He understands us.  His wife is a pediatric pulmonologist and part of why he understands the struggle so well is that they’ve been together since college.  He graduated from the University of San Diego and has two masters, one in business administration and another in Accounting and financial management.  He manages Physician Wealth Services, which does financial planning for physicians, and he has his own podcast where he answers physician specific financial questions, called the Financial Residency and manages with Physician Finance Facebook group. We discuss how to find a financial advisor and answer questions like, what is a fiduciary, who should I buy life and disability insurance from, is picking stocks and timing the market possible with enough research, what services should a financial advisor provide and what is the most common financial mistake he sees physicians make.  Find this and all episodes on your favorite podcast platform at PhysiciansGuidetoDoctoring.com Please be sure to leave a five star review, a nice comment and SHARE!!!

Ryan Inman is a fee-only financial adviser "helping physician families take control of their finances to position themselves for a bright financial future." As the husband of a physician, he has learned first hand just how unprepared, and in debt, many doctors are. He focuses on educating and empowering physicians as they navigate the challenging waters of early career and beyond.    Ryan can be found at https://physicianwealthservices.com/ or in his podcast and online community, The Financial Residency. 

This week in The Money Millhouse, Bethany and Ellie are joined by Ryan Inman, the host of The Financial Residency podcast. Before he comes into the Millhouse, Bethany and Ellie discuss the cost of higher education. They discuss the ideas of getting another degree and what career they would have had in another life. When considering returning to school, there are other things to take into account like time, your family, who will take care of your children, emotional energy, relationships, hobbies, buying a home, etc.  There are also benefits of going back to school can be that you can earn more income, you could change career fields, following your passion, the desire to help people, etc.  Ryan comes to Ellie's kitchen table to discuss the student loans associated with major degrees like becoming a doctor. Ryan works with physicians across the country who have an average of $283k in debt. This often means delaying having kids, delaying having homes, etc. He also says that debt can get out of the hole if they don't let other bad financial habits get in the way. He also discusses ways to get over the student loan crisis and crunches the numbers when it comes to paying those loans back over time.  Bethany and Ellie end the show discussing the financial difference between becoming a doctor or a lawyer, and which degree has a better return on the investment. They also discuss the specific top 10 law schools when it comes to the best ROI.  Resources: The Financial Residency Podcast financialresidency.com/studentloan/ 

This is a special episode of the Doctor Money Matters podcast. I am doing a cohosted joint podcast with Ryan Inman of the Financial Residency podcast. In this episode we interview each other. Ryan is a CFP who runs his own financial planning firm catering to physicians. His wife is a physician as well so he really understands the issues that physician families face. In this episode we talk about: The FIRE Movement for physicians Common issues facing early and mid career physicians Why the increased corporate takeover of medicine has led to loss of job satisfaction Some pitfalls to look out for when dealing with social media financial advice You can find Ryan’s podcast at www.financialresidency.com. We do talk about similar topics and I encourage you to make this podcast a part of your regular rotation. More episodes of this podcast are available at www.doctormoneymatters.com and Apple Podcasts, Google Play, Stitcher, etc. All episodes are also now on YouTube (Audio only) and Facebook. You can follow me on: twitter @drmoneymatters Instagram @doctormoneymatters Facebook @doctormoneymatters Please consider joining the Doctor Money Matters Facebook group. Please share this podcast with your colleagues and join our email list. Thanks for listening and please leave us positive reviews and continue to share this podcast with your colleagues.

Ryan Inman founded Physician Wealth Services, a fee-only financial planning firm devoted to the financial well-being of physicians (physicianwealthservices.com). He was inspired to do so after witnessing how vulnerable his wife was to poor financial advice during residency. He was shocked at how many advisors tried to take advantage of her and her peers. To meet the needs of a much larger audience than those in his backyard, Ryan then created Financial Residency (financialresidency.com), a podcast and associated Facebook group that serves hundreds of attendings, residents, and their spouses who have had it with their financial challenges. His podcast teaches financial concepts so you can protect and grow your assets, and shield yourself from insurance agents, stock brokers, fee-based financial planners, and lenders that attempt to sell you financial products and services you don’t need. He has an undergraduate degree in accounting, and 2 masters degrees, including an MBA. I met Ryan through a mutual podcasting friend, Dr. David Draghinas. I love his podcast and his approach to providing financial services for physicians like me. During our discussion, Ryan provided important financial advice for those planning to pursue a nonclinical career. Some of the topics he covers include: The absolute need to develop a WRITTEN plan describing your ideal life and the ultimate goals you’re trying to achieve; Addressing major debt before embarking on a career shift, and limiting lifestyle creep as a way to do that; Awareness of financial landmines related to life, disability and malpractice insurance; Understanding vesting and how it might affect growth of retirement accounts; and, Some of the major money mistakes physicians tend to make, in general, and how to avoid them. For all of the resources mentioned during the podcast, and a transcript of our conversation, go to vitalpe.net/episode071.  

Your three favorite physician finance bloggers all in one podcast again! WCI, PIMD, and PoF answer listener questions in this episode ranging from who is the funniest and is curling a real sport? To backdoor Roth IRAs, investing in real estate vs index funds, and what are the most important financial topics to teach new physicians. Plus lots more questions. You will find it informative and entertaining. If you found this podcast useful visit our blog at http://whitecoatinvestor.com/ for more personal finance and investing information. Find an engaging and helpful community in our forum at http://whitecoatinvestor.com/forums/ This episode is sponsored by another podcast. The Financial Residency podcast is dedicated to helping physicians become better financially equipped and more confident in making the right money decisions. The host, Ryan Inman, is a fee-only financial planner who is married to a US Navy pediatric pulmonologist. Ryan's firm, Physician Wealth Services, is a White Coat Investor recommended advisor. I recently went on his show to discuss the trade-offs between paying off medical school debt or choosing to invest. It’s a great resource to learn about the most popular finance question we seem to get on a regular basis; and, plus, it’s on an awesome show. So, go find Financial Residency in the same podcast player you listen to me in, download the show he and I did together, and use it as a guide to help you with your decision to pay down debt or invest.

He jokes with his wife, who is a Pediatric Pulmonologist, about how brilliant she is and how she doesn’t know that much about personal finance. He then realizes she was never taught about it in medical school, so how would she know? Ryan Inman, Owner of Physician Wealth Services and Host of the Financial Residency podcast says that physicians are culpable to making bad decisions when it comes to their money. In fact, financial planners know this and find that doctors are easy to make a commission from. Ryan is passionate about doing the right thing for his clients as a fee-only financial planner, a type of planner which he explains provides a flat rate for their services rather than a percentage of income or “assets under management” (AUM). Read more here: http://www.doctorsunbound.com/podcast/insider-tips-every-doctor-needs-to-know-about-personal-finance

Pump the brakes on your week and take 10 minutes to make your life as a surgeon just a little better…Jeff welcomes to the mini-podcast Ryan Inman, MBA. Ryan is the founder of Financial Residency - a free financial education podcast for physicians and Physician Wealth Services, a fee-only financial planning company. The topic of our discussion in this episode is Financial Training!Ryan joined Jeff on the mini-podcast to talk about financial training for physicians. As the husband of a pediatric pulmonologist, he knows from personal experience that physicians are highly intelligent. Having met many of his wife’s colleagues and hearing lots of stories, he knows that surgeons don’t receive much training in managing finances for business, and perhaps more importantly for our personal goals and financial wellness (wealth). Ryan’s goal is to arm physicians with the knowledge they never received during medical school and residency. Does that sound familiar? *Ahem, cough, SurgeonMasters.* Ryan started the Financial Residency Podcast to help physicians increase their financial literacy. Through his experience with his financial planning, Ryan understands that many of his clients, and physicians in general, are coming out of school with over $200K in debt. Despite that, he knows that lifestyle inflation is one of the most common first mistakes that many make.Training on any subject begins with the basics. Then knowledge and success build with repeated practice.How do we avoid lifestyle inflation and achieve long-term financial goals? Here’s what Ryan suggests:Step 1 - Take Control Early (or Now!) - Evaluate your financial situation. What is coming in? Where is your money going? Remember, it’s NEVER TOO LATE! Step 2 - Understand Your Financial Goals - Importantly, how will this make you happy? Step 3 - Create a Plan that will achieve these goals! What are your priorities so you achieve these first? Developing a plan and following it will help you get there. While these basics steps describe WHAT needs to be done, HOW you do this is up to you. How will you improve your financial training and wealth?Will you train yourself more?Will you delegate some financial training?Will you outsource your financial wealth to a financial planner?Any of the above will require you to at least learn the basics. We hope you will add to your training with our podcast with Ryan Inman. Ryan is Founder and Owner of Physician Wealth Services LLC, a fee-only financial planning firm created to help physicians and their families, like his, take control of their finances and position themselves for a bright financial future. His wife, Taylor, is a Pediatric Pulmonologist. His goal is to provide trustworthy, unbiased financial advice to dedicated, hardworking people like her.He has an intimate knowledge of the pains, struggles, and joys that come from a career in medicine. He knows what it’s like to be buried in debt while his physician spouse makes next to nothing, spending every fourth night in the hospital. He understands what physicians are going through; he and his wife have been there.He started his fee-only practice to help physicians sleep well at night knowing they have a trusted advisor guiding them toward financial independence. While Physician Wealth Services is his family practice, Ryan is also the host the Financial Residency podcast, a free resource to help physicians increase their financial literacy

Pump the brakes on your week and take 10 minutes to make your life as a surgeon just a little better… Jeff welcomes to the mini-podcast Ryan Inman, MBA. Ryan is the founder of Financial Residency – a free financial education podcast for physicians and Physician Wealth Services, a fee-only financial planning company. The topic […]

What's the ONE thing you need to figure out to get what you really want? A popular blogger wrote a piece on the topic and today we have a special all-guest panel to help us work through it. On today's show we welcome, from the Hippocratic Hustle podcast, Dr. Carrie Reynolds, and from the Poorer than You blog, Stephonee....AND also, the guy behind the Financial Residency podcast, Ryan Inman.  In our Friday FinTech segment we're taking a break from showing you the hottest new gadget to helping you build it. Have a great idea for the next hot FinTech app? Jake Hare has helped hundreds of potential app developers bring their idea to market and today he's going to talk about forming and executing on your next great idea. That's not all...of course we'll still have Doug's trivia segment AND answer a listener call for help...all because we care, and because that's what we do on Friday. Enjoy!

Jumpstart your Financial Residency in 14 days? PT Money is in the house and he is here to show us how it's done! PT, aka Philip Taylor, is not your average blogger. He’s more like your ultimate money nerd with a gold chain and in this episode, he shows us why! Jump start your financial residency with these free resources!

While it may seem doctors have it easy with their healthy incomes, the reality is much more down to earth as many are also dealing with massive amounts of debt. Learn how to balance dumping debt, saving, and having some fun now!    Financial Residency with Allison and Curtis  A few years ago when we were like trying to dig out of debt I thought they would be so much easier if we had a healthy income. And yes having a certain amount does make a big difference but that's only part of the equation. That's why I bought Ryan here to co-host. He's not only familiar with the technical stuff as a financial planner over at Physician Wealth Services, he has practical knowledge and real-life experience as a husband to a physician.  Today he's talking to Dr. Allison Webster, an ER physician, and her husband Curtis, creator of Dads Married to Doctors. They're going to discuss: the financial challenges (and massive amounts of debt) that come with becoming a physician working through their difference when it comes to handling money whether or not you can retire when you're dealing with a massive amount of debt Hope you enjoy!  Resources to Dump Debt and Save Together Want to make talking about money less stressful? Are you ready to tackle that massive amount of debt? Here are some resources to make it easier to stay on top of your money!  How to Define Your Financial Priorities Together: Ryan shares how he helps his clients get onthe same page with their finances Financial Residency: Ryan's excellent podcast  Money Tracking and Budgets: Personal Capital, Mint, and Tiller are fantastic options Qapital: Free tool that makes saving automatic and fun How to Pay Off Your Student Loans Faster: Kevin shares how he paid Off $87,000 in 2 1/2 years Jumpstart Your Marriage and Money Course Want to give your marriage and bank account a boost? Pick up Jumpstart Your Marriage and Money course. Jumpstart focuses on the big wins including earning more. Get LIFETIME access to a four-week course design to help you: Stop fighting about money and create a budget that you BOTH LOVE Automate your money Pay off your debt faster Plus more! You can get lifetime access here.  Music Credit Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere and Logan from Music for Makers in this episode.

Physician term insurance and disability insurance are important topics for our audience-- important enough that I decided to have a lingering dialogue about it following our last episode for this Curbside Consult. We continue the conversation with Larry Keller. This time to answer questions polled by my Facebook groups, Physician Finance and Financial Residency, regarding term, disability, and supplemental insurance for physicians. Questions answered in this Curbside Consult include: 1. How much term insurance do physicians actually need? 2. What are the age factors for a policy term length? 3. Do supplemental plans transfer with an employer? 4. What are the definitions of disability and what is an expected loss of income as a result? 5. What should I expect from switching policies between employers? 6. What is considered disabled and what would be the resulting payouts? 7. What is an elimination period and how does it affect premiums? 8. Does short-term disability cover a 90-day elimination period? 9. Is it better to obtain disability insurance prior to a pregnancy? 10. What should residents look for in terms of the type of policy they need? Make sure to subscribe to get our free templates!

Ready to dump the debt and build wealth together? Here are three crucial questions to discuss to achieve financial security together!    Finding Financial Security  Ryan Inman from Physician Wealth Services and Financial Residency is on the show to share three crucial questions to help you two build financial security together.  In this episode we discuss:  how you two can approach talking about money how Ryan helps his clients hone in on their priorities conversation starters you can use on your next money date Hope you enjoy!  Want to hear from another couple working together on their finances? Check out my interview with Tai and Talaat McNeely from His and Her Money!  Resources to Define Your Priorities and Big Goals Whether it’s a joint or personal goal, there are handy resources available to help you two achieve your dreams. How Our Financial Goals Followed Our Family What’s Your One Page Financial Plan? Ryan asked three crucial questions on the podcast.  I want you to imagine that you are financially secure, that you have enough money to take care of your needs, now and in the future. The question is, how would you live your life? What would you do with the money? Would you change anything? Let yourself go. Don’t hold back your dreams. Describe a life that is complete, that is richly yours. This time, you visit your doctor who tells you that you have five to ten years left to live. The good part is that you won’t ever feel sick. The bad news is that you will have no notice of the moment of your death. What will you do in the time you have remaining to live? Will you change your life, and how will you do it? This time, your doctor shocks you with the news that you have only one day left to live. Notice what feelings arise as you confront your very real mortality. Ask yourself: What dreams will be left unfulfilled? What do I wish I had finished or had been? What do I wish I had done? What did I miss? Jumpstart Your Marriage and Money Course Want to give your marriage and bank account a boost? Pick up Jumpstart Your Marriage and Money course. Jumpstart focuses on the big wins including earning more. Get LIFETIME access to a four-week course design to help you: Stop fighting about money and create a budget that you BOTH LOVE Automate your money Pay off your debt faster Plus more! You can get lifetime access here.  Music Credit Like the music in this episode? Our theme song is by Gentle Regime. Additional music by Lee Rosevere and Logan from Music for Makers in this episode.    

This week we're joined by Ryan Inman of Physicianwealthservices.com and the Financial Residency podcast. Ryan got even more passionate about the field of personal finance when his wife was in residency and she began to pass along information that she received from “financial advisors” trying to sell her products. He found it alarming how vulnerable she was to bad advice and bad investments. Most doctors aren’t married to a financial planner and they end up getting taken advantage of or making catastrophic financial mistakes. He is now a fee-only advisor focusing on helping physicians and others make sound personal finance decisions through transparency and ensuring he keeps the best interest of his clients at the forefront of his mind. We were happy to catch him at FinCon17 for a live recording covering: Term insurance and why investments and insurance should not be mixed or viewed the same, "Investments are investments and insurance is insurance." Who needs insurance and how to determine the type and amount of insurance you or your family need Investment Theory and the key differences between active and passive investing References Mentioned in This Show Ryan Inman Website: Physicianwealthservices.com Podcast: Financial Residency Twitter: @PhysicianWealth Recommended Life Insurance Calculator XY Planning Network: Fee-Only Financial Advisors Announcements Check out our PATREON page! We’re raising funds to grow the show so we can create more great content that helps you get ahead professionally and financially. Read Marcus’ book on how he buried and dug his way out of over $30,000 in debt by age 30, Debt Free Or Die Trying, on Amazon. Looking for more career development and debt freedom tips? Join our email list at PaychecksandBalances.com/email for exclusive content including show updates, digital giveaways, and more. We don’t spam. We just keeps it real. Yes, keeps. LIKE us on Facebook.com/PaychecksandBalances or follow us on Twitter @PayBalances and Instagram at the same name!

You’ve spent decades in school, but did not receive a financial education. This podcast is your financial residency - but without the long hours and sleepless nights! In this episode, I share my story and what you can expect from the Financial Residency podcast. Jump start your financial residency with these free resources!

Pocket Casts on iTunes or Google Play Mark Costes' website: http://truedentalsuccess.com The Dentalpreneur Podcast with Dr. Mark Costes   Dentist Money Podcast with Reese Harper, CFP The three books Mark Costes makes dentists read before becoming one of his clients: Extreme Ownership: http://amzn.to/2bPIDwX E-Myth Revisited: http://amzn.to/2bHDWYO The Fred Factor: http://amzn.to/2bXv2XU   Here are the other two books Dr. Costes mentioned: The Ultimate Sales Machine: http://amzn.to/2bBzmbv Napoleon Hill's Think and Grow Rich: http://amzn.to/2bPHFku