Leaving Training or Starting a New Job? The To-Do List You Can't Afford to Skip

The end of the academic year is more than just a career milestone, it's also the perfect time for a financial check-in. In this episode, Lisha shares a practical checklist for physicians and other high-income professionals who are changing jobs, completing training, or simply taking a mid-year financial reset. Learn how to organize important documents before losing access to work accounts, avoid missing out on valuable benefits, protect your income with the right insurance coverage, prepare for gaps between paychecks, navigate health insurance options during a transition, and set up your new employer benefits the right way from day one. Tune in now to make your next career move with greater confidence and fewer financial surprises.

[00:05:05] Why Career Transitions Need A Financial Check-In
[00:09:03] Save Important Documents, Contacts, And Credentials Before You Leave
[00:16:35] Don't Leave Money On The Table: PSLF, Bonuses, And Relocation Benefits
[00:22:23] Protect Your Income With Disability, Life, And Health Insurance
[00:30:56] Preparing For Cash Flow Gaps Between Jobs
[00:33:22] Setting Up Your New Benefits, Retirement Accounts, And Payroll
[00:38:36] Understanding Your First Paycheck And Tax Withholding

🎧 Want to learn whether a 457(b) fits into your financial strategy? Dive deeper in our episode, Should You Use Your Job's 457(b) Account?

🎉 This episode is sponsored by:

PKA Insurance Group, Inc. - Helping you find the best value with personalized insurance solutions. Reach out to PKA Insurance Group to discuss your disability or life insurance needs by calling +1 800-258-1018 or emailing [email protected].

Bona Fide Finance – Trusted financial advisors offering flat-fee, comprehensive planning to help you build wealth and financial security. Book a consultation at bonafidefinance.com/wealthmindedmd or email [email protected] and tell them we sent you.

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