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Financial Residency

Mar 31, 2020

With markets so volatile, AJ was curious if he should delay contributing to his IRA or not. Here are my thoughts on how he can make the best decision for his situation. 

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Mar 30, 2020

It’s time to start talking about the elephant in the room. This is THE most important show that I will do all year. Good friend, Shakila Angadi, aka The Inspired Dentist, and I talk on COVID-19, our spouses, and a new term... anxiety pandemic.

The book as RELEASED! Have you bought your copy yet? Find it here:

Mar 23, 2020

We have officially left the bull market and are headed toward the much less anticipated bear market as the result of the COVID-19 pandemic. It’s not something a lot of the investors in our audience have experience with, so Kayse and I think it’s important to help explain what this means while we survive not only...

Mar 20, 2020

It's Match Day! For this special episode, we brought back Dr. John Ramey, Founder of There's a lot of happening right now around buying and loan refinancing, especially during a time where the market is chaotic. Do you have some questions surrounding the home buying process? See what John says you should...

Mar 16, 2020

Market volatility is expected right now, especially as we approach uncertain times with COVID-19. But, generally, there are several benefits that can come from using specific strategies like tax loss harvesting during transitory periods throughout a physician's career. Find out how to offset losses, capitalize on gains...