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Financial Residency

Jan 30, 2018

In this episode, we jump into everything you need to know about physician mortgage loans.

Doug Crouse and I tackle how physicians qualify for physician’s mortgages and if doctors should still utilize conventional loans over physician mortgages. Every wonder how banks price interest rates or why they use lock in...

Jan 23, 2018

Today’s show is another curbside consult but with a twist. Instead of hearing listener questions, you will be hearing some of the questions asked in the latest panel discussion that I was invited to be on.

I was honored to be an expert panelist for the NEJM Financial Planning 101 series. There were so many great...

Jan 16, 2018

The Tax bill is final; did you get a tax cut? The Tax Cuts and Jobs Act (TCJA) was signed by President Trump on Dec 15 2017, and there has been a lot of confusion around what changed and how that will affect the taxpayers.

On today’s show, I talk with John McCarthy CPA, as we do a high level walk through on the tax...

Jan 9, 2018

Curious what it’s like to be married to a financial planner?We cover the good and bad that apparently comes with marrying someone who loves to geek out over numbers.

Dr. Taylor Inman (my better half) and I also discuss a bit of our backstory, how we ended up creating our own financial life plan and how we have been...

Jan 2, 2018

It’s simply hard work, dedication and increasing your knowledge that will cause you to truly transform your income to net worth and build lasting wealth.

Sarah Fallaw and I break down the 6 scientifically proven behavioral factors that influence the likelihood of success of transforming one’s income into net worth....