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Financial Residency

Feb 28, 2020

While we would have asked John and his wife 14 more questions about their financial situation, Kayse and I address creating SMART goals around building their forever home, long-term savings, 50-25-25, and figuring out what they retire to in this new Friday show.

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Feb 24, 2020

Getting on the same financial page with your spouse isn't the easiest task, at least for this physician couple. While on our Australian adventure, Taylor and I discuss the most recent listener question about joint accounts and the intermittent need to agree on money. 

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Feb 21, 2020

Since Kayse couldn't start with cashflow this time around (we know how much she loves to play good cop there), she talks about JJ and Katie's need to fill the insurance gap in the current state of their finances. I also delve in a ton into their goal of generating passive income with real estate. What you'll find out is...


Feb 17, 2020

My better half, Tay, and Steve Crawford of the Advice Movement co-host this short, but impactful show weaving the tips from Aussie financial planners to our American physician colleagues. Which piece of advice resonates with you most?

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Feb 14, 2020

Marc and Natalie are at that transition point in their medical career where their finances are gonna change, so it’s a perfect opportunity for Kayse and me to address their banking structure. They’ve made sure they have separate buckets for their savings for short-term and long-term expenses. But, how are they...