
All Episodes
Episodes
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
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...
View Episode
Protect Your Most Valuable Asset with Disability Insurance
Discover how to future-proof your life and your finances with disability insurance! In this episode, we cover the benefits of choosing independent insurance agents, the nuances of guaranteed standard issue (GSI)...
View Episode
Creating Financial Intimacy
Unlock the path to financial intimacy and fortify your relationship with open, honest money conversations. In this episode, learn practical strategies for having effective money talks with your partner, understand the...
View Episode
Physicians on FIRE
Discover how to achieve the ultimate goal of retiring sooner than you think! In this episode, we uncover the principles behind the Financial Independence, Retire Early (FIRE) movement and delve into savvy strategies...
View Episode