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The Physician's Guide To Financial Wellness

Mar 29, 2021

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...


Mar 15, 2021

When it comes to managing your finances, there isn’t always a “right” or a “wrong” way, and the exact approach tends to differ depending on the person and their unique circumstances. In this episode, we demonstrate this by walking through how each of us manages our own finances. You’ll see similarities and...


Mar 1, 2021

The concept of vital signs is second nature for physicians. When it comes to personal finance, the idea is that these indicators not only provide a snapshot of your current financial life and help identify potential areas of concern, but they also give you a baseline from which you can then assess progress and...