All Episodes
Episodes
Hiring help, Unexpected Retirement accounts, & Navigating Work Benefits During Open Enrollment
Open enrollment is about to start, and with the right information, this process doesn’t have to be a headache. In this episode, we explore strategies for optimizing job benefits and securing essential insurances...
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End of Year Financial Checklist
As the year draws to a close, it’s the perfect opportunity to assess your progress toward your financial goals. In this episode, we provide a comprehensive year-end financial checklist for physicians, including...
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Sabbaticals, Family Travels, & Financial Challenges with MoneyFitMD
Taking a sabbatical goes far beyond simple financial calculations; it requires thoughtful planning of both your finances and your runway. In this episode, Dr. Latifat, a physician and money coach from MoneyFitMD,...
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How much should you have saved up for retirement at each age?
Retirement planning can feel overwhelming, but no matter your age, taking consistent steps toward saving is key to long-term financial security. In this episode, we dive into the essential retirement savings...
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Dealing with high cost of cars and car insurance
With car prices and insurance rates climbing higher than ever, navigating these costs can feel daunting. In this episode, we’ll dive into the financial commitment of car ownership and explore options that can help you...
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Interest Rates are Dropping. Is it time to Refinance your Home?
Refinancing your home can be a smart financial strategy—but only if you time it right. In this episode, we explore the pros and cons of refinancing, from lowering interest rates and monthly payments to unlocking your...
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Stock Market, Student Loans, & Interest Rate Changes, Oh MY!
Take charge of your finances and navigate today’s economic challenges with confidence. In this episode, we dive into the complexities of the current economic landscape, from stock market shifts and rising interest...
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Estate planning for high-income professionals
Secure your legacy and protect your loved ones with a solid estate plan. In this episode, we break down the essentials of estate planning, from wills, trusts, and healthcare directives to organizing important...
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Protecting yourself from lawsuits with Malpractice & Umbrella Insurance
Discover how to protect yourself and your career as a physician from potential lawsuits with the right insurance. In this episode, we break down the essential aspects of malpractice insurance, explore the differences...
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Prenuptial Agreements: Protecting Your Future Assets
Getting a prenuptial agreement might seem daunting, but it could be the smartest move to protect your assets and manage finances in marriage. In this episode, we dive into the ins and outs of prenuptial...
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What type of life insurance, if any, should you get?
Choosing the right type of life insurance can be confusing, but it's crucial for securing your financial future. In this episode, discover how to safeguard your income with the right coverage, explore the pros and...
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The Pros and Cons of Emergency Funds
Discover how to create a financial buffer that keeps you prepared for life's uncertainties. In this episode, we explore the pros and cons of building an emergency fund and share how we’ve set up our own. Learn the ins...
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