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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...