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Financial Residency

Dec 18, 2017

If you want to save for your kid’s education but have no idea how or are confused by all the different plans out there, then this show is a must listen.

Abby Chao joins me to discuss the pros and cons for Coverdell, UGMA (Uniform Gift to Minor Act) and 529 accounts. With each state pretty much having their own plan,...

Dec 11, 2017

In this episode, I answer 4 listener questions.  If you have a question keeping you up at night and would like to be featured on the podcast, go to and record your question today.

1. How do you balance paying off your medical student loans, saving for retirement as a slightly older...

Dec 4, 2017

We talk about tools to track your net worth and why it is important to pay attention to your finances. We discuss the idea of paying yourself first which is a different way of thinking about managing your finances and is essentially a mind trick that is immensely helpful to building net worth.

Dr. Bo Liu joins me to...

Nov 27, 2017

We talk about what behaviors and steps you can take today to reach an early retirement. One day you will realize that work is optional, and you will be able to build a life around your personal interests and passions. 

Physician on Fire joined me to talk about becoming Financially Independent & Retiring Early...

Nov 21, 2017

Have a question that’s keeping you up at night? Today I answer 5 listener questions out of many amazing questions that I think will really help build a foundation of finance knowledge that will help you take control over your finances and set you down the right financial path.

1. Should I pay off my home loan...