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Financial Residency

Jun 29, 2020

Financial advisors are the least trusted professional in the finance industry. Why is that? It has to do with their conflicts of interest. Some of you don't know, I'm a fee only financial planner and it IS my full time job. I do it every day, all day. That's why I offer this information to protect you from those without...


Jun 26, 2020

Did you know that paying off your debt can have a profound effect on your financial safety, security and wealth potential?
Over the years, we discovered that a cash flow focus always wins, Kayse and I discuss what this means for Diane and Pete.

Don't leave your physician mortgage loan up to someone we haven't vetted....


Jun 22, 2020

Most of you know the basics of establishing a budget if you didn’t already have one or sorting out your student debt repayments. What else needs to happen as part of your post graduation plan? Stay tuned to find out.

Have you checked out our latest book Financial Residency: Create Your Financial Plan Without The Long...


Jun 19, 2020

While service men and women in uniform face many challenges and daily sacrifices when serving our country, financial concerns shouldn’t be one of them. Yet, it is. For some of our physician military, with the right planning, they could change the course of their financial path from worrisome to financially...


Jun 15, 2020

Maintaining work–life balance as a physician necessitates learning how to improve efficiency and effectively manage the limited resource of available time. Dr. Phil Boucher of the Private Practice Matters Podcast shares how other physicians can be intentional with their time to reduce burnout and simply...