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Financial Residency

Aug 14, 2020

Rebalancing your portfolio means restoring a portfolio to its original makeup (asset allocation mix) by buying and selling investments. Simple concept, but isn't simple in practice. Find out how Lupin and Tonks are fairing with their own portfolio.

Need a tax advisor? Physicians Tax Advisors exists to help. Find them...


Aug 10, 2020

Some taxpayers find themselves filing taxes in multiple states when they live in one state and work in another, or just finish training. If this is you, how you file depends on a few factors that co-founder John McCarthy, CPA, and I get to the bottom of in this show.

Need a tax advisor who knows the ins and outs of...


Aug 7, 2020

You might be knocking out your debt as quickly as possible, but are you considering setting aside funds for investments that can contribute to your financial success down the road? Kayse and I point out what that could look like in our latest Financial Health Assessment.

Have you considered getting a little more help...


Aug 3, 2020

Ever wonder how you can pay less taxes as a physician? Are there tax breaks and workarounds (that are legal) you should know about?

Debuting John McCarthy of Physician Tax Advisors in his first of many shows with me in this episode. Come check out what we’ve got in store for you!

Read the...


Jul 31, 2020

Wondering whether you should save or invest? The answer depends on a couple of things— your financial situation and your goals. For Jack and Jill, they should consider these factors before jumping in either direction full-force.

On that note, have you considered Financial Fellowship— a paid membership community...