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Financial Residency

Jun 8, 2024

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at

“Know thyself” – a timeless maxim etched onto the ancient Temple of Apollo in Greece. But what does it truly mean? Join us on a journey of self-discovery as we explore the depths of this profound saying.

There’s a reason why nearly one third of lottery winners go broke within their first 3-5 years.* They were handed millions of dollars vs. growing into someone worthy of becoming a millionaire. There’s a difference. As doctors, your path is unique. 

You spent your 20s mastering medicine, not finance or why you are the way you are as a human being. And remember, before influencing others, we must understand ourselves. Reflect on our own money triggers, strengths, and weaknesses. How does your upbringing color your views?


Trying to qualify for PSLF and unsure if you’re on track? Get James’s 100% Public Service Loan Forgiveness Checklist and Masterdashboard. Go to to learn more. 

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.