Latest Episodes
199

The Mega Backdoor Roth Explained: Who It’s For and When It Works
Is the mega backdoor Roth the ultimate tax shelter—or just a complicated headache? Today we are joined by Jeff Wenger to discuss this lesser-known...
198

Buying vs. Renting: What We Wish More Physicians Knew
Is buying a home always the smarter move—or just what we’ve been told to do? In this episode, Jennifer Quire joins me to reveal...
197

Diversification Decoded: Building a Portfolio for Uncertain Times
Is diversification overrated or more important than ever in today’s market? In this episode, I’m joined by Jackie Griggs to explain what diversification really...
196

Repayment Plans Under Review: What Proposed Changes Could Mean for Physicians
Are student loan repayment plans about to get completely overhauled? And what does that mean for physicians? In this episode, I’m joined once again...
195

Late Start, Big Lessons: Bill Yount’s Advice to Physicians
Have you ever felt like you’re way behind on your finances? In this episode, I'm joined by Dr. Bill Yount, practicing ER physician and...
194

Teaching Kids About Money: How to Raise Financially Savvy Adults
How do you teach your kids about money? In this episode, I sit down with Heather Lovallo to explore practical, real-life strategies for teaching...