Latest Episodes
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Stories from the Trenches of Financial Planning for Physicians
When you run across something weird or strange, how do you avoid major mistakes and minimize errors? Get a second opinion, especially when it...
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How Much Cash Should You Have For A Rainy Day
Do you have enough money in the bank for your rainy day fund? What amount is too low or too much just in case...
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How to Avoid Lifestyle Creep
Everyone has suffered from lifestyle creep to some extent. Somewhere along the way, you go from eating ramen noodles to the finer things in...
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Investing During Wild Markets with David Blanchett
Have you been paying attention to the financial news? Most of it is covering all the craziness around stocks. GameStop, AMC, and others went...
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How To Capitalize On Record Low Mortgage Rates
Now that interest rates are as low as they’ve ever been, mortgage refinancing is extremely popular. But it’s also a confusing process. Do you...
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How to Capitalize On Record Low Student Loan Rates
Interest rates are super low right now, so learn how to navigate student loans to take full advantage of unique benefits from the federal...