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slcronin
Apr 9, 2025
great, sensible financial advice and answers to common financial questions, geared toward physicians and their specific financial issues.
| Episode | Date |
|---|---|
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#169 Is Physician Workplace Insurance Enough to Protect Your Family?
|
May 27, 2026 |
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#168 Why Your Physician Portfolio Doesn't Need to Be Busy
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May 20, 2026 |
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#167 Are Physicians Itchy About High-Yield Savings Accounts?
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May 13, 2026 |
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#166 Physician Mothers Need To Put On Their Oxygen Mask First
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May 06, 2026 |
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#165 Does Tax-Free Growth Beat Liquidity for Docs?
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Apr 29, 2026 |
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#164 Extra, Extra: Hear All About Where Docs Can Keep Extra Savings
|
Apr 22, 2026 |
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#163 Physician Retirement Health Insurance: Lower Your Income or Jump Off the Cliff?
|
Apr 15, 2026 |
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#162 Do Cash Balance Plans Help Physicians Balance What’s Paid In Taxes?
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Apr 08, 2026 |
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#161 The Physician’s Final Sprint: Balancing IRA Contributions with a Mid-Year Retirement
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Apr 01, 2026 |
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#160 Taxes are a drag. How can physicians cut the weight?
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Mar 25, 2026 |
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#159 How Do Doctors Know When To Break Their ARM?
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Mar 18, 2026 |
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#158 What Should Doctors Upgrade Right Before Moving
|
Mar 11, 2026 |
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#157 Paying Off A Mortgage And Saving For Retirement: How Physicians Can Balance Both
|
Mar 04, 2026 |
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#156 What is a Mega Backdoor Roth, And When Should Doctors Use One?
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Feb 25, 2026 |
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#155 Taking Care Of Aging Parents And Saving For Retirement: How Doctors Can Balance Both
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Feb 18, 2026 |
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#154 Doctor Dilemma: Pension Plan or Higher Compensation
|
Feb 11, 2026 |
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#153 Doctors Preparing for Retirement: What Changes Near the Finish Line?
|
Feb 04, 2026 |
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#152 A Physician's PE Dilemma: Cross the Finish Line or Another Lap?
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Jan 28, 2026 |
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#151 Signing Bonus or Forgivable Loan: What Should Doctors Do With the Money
|
Jan 21, 2026 |
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#150 Should Doctors Wait to Close on a New House?
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Jan 14, 2026 |
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#149 Three Ways Physicians Can Still Get The Things That Money Cannot Buy
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Jan 07, 2026 |
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#148 New Year, New 401K Catch-Up Contribution Rules for Doctors
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Dec 31, 2025 |
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#147 What End-of-Year Tax Breaks Should Physicians Utilize?
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Dec 24, 2025 |
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#146 Are Mega Backdoor Roths Mega Awesome for Doctors?
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Dec 17, 2025 |
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#145 Should Doctors Refinance a Mortgage Less Than a Year After Buying?
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Dec 10, 2025 |
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#144 Invest or Reduce A Mortgage: What’s the Best Option for Docs With Extra Cash
|
Dec 03, 2025 |
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#143 Giving Thanks for Money Lessons Learned and Answering Physician Questions
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Nov 26, 2025 |
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#142 Holiday Splurge or Retirement Nest Egg? What Should Doctors Do With 457 Distributions
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Nov 19, 2025 |
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#141 How Can Doctors Save in a More Tax-Efficient Way as Tax Season Approaches?
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Nov 12, 2025 |
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#140 Managing Risk and Staying on Target: When Should Doctors Pay Capital Gains?
|
Nov 05, 2025 |
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#139 This or That: What Retirement Plan Should Physicians Choose?
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Oct 29, 2025 |
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#138 A Physician’s Guide to Life Insurance with Brian Leet, MBA, FLMI
|
Oct 22, 2025 |
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#137 Should Physicians Have a Whole Life Policy?
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Oct 15, 2025 |
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#136 Municipal Bonds: Physician Brokerage Account Superhero or Just Another Asset?
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Oct 08, 2025 |
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#135 W-2 or 1099: Are the Tax Savings Actually Worth It for Doctors?
|
Oct 01, 2025 |
|
#134 PSLF: History, Changes, and Where the Program Stands Now for Physicians
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Sep 24, 2025 |
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#133 Dependent Care FSA: Time Suck or Tax Saver for Doctors?
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Sep 17, 2025 |
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#132 Should Physicians Own AI Stock?
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Sep 10, 2025 |
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#131 Physicians' Guide to Disability Insurance with Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF
|
Sep 03, 2025 |
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#130 Retirement Spending Done Right: What Should Physicians Spend First?
|
Aug 27, 2025 |
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#129 Will a Summer Splurge Spoil Physicians' Savings Plans?
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Aug 20, 2025 |
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#128 Physicians’ Investment Sundae: Minor IRAs, Form 8606 & Other Common Investing Missteps
|
Aug 13, 2025 |
|
#127 A Physician Parent’s Guide to College Admissions with Lorry Krone, M.A., C.A.C
|
Aug 06, 2025 |
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#126 One (More) Big Beautiful Episode with Ken Eremita, CPA
|
Jul 30, 2025 |
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#125 Should Physicians Bother with a Backdoor Roth Right Before Retirement?
|
Jul 23, 2025 |
|
#124 One Big Beautiful Episode: What Physicians Need to Know About the New Budget Bill
|
Jul 16, 2025 |
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#123: Tax Saving Strategies for Physician Parents with Ken Eremita, CPA
|
Jul 09, 2025 |
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Kevin M.D Featuring Ben Utley: How Physicians Can Find True Happiness Beyond Wealth
|
Jul 02, 2025 |
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Should physicians hire their spouses? Fishy or fine?
|
Jun 25, 2025 |
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Father’s Day Finances: Teaching the Value of Money and Hard Work to Physician Kids
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Jun 18, 2025 |
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Probate & Protection: Christine Roberts, J.D. on Physician Estate Planning
|
Jun 11, 2025 |
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529 Saving Surprises: What Can Physicians Do With an Overflowing College Fund?
|
Jun 04, 2025 |
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Exterminating Emergencies: How can Physicians cover unexpected expenses
|
May 28, 2025 |
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Fishing for Conversions: Physician Mistakes on Backdoor Roth Accounts
|
May 21, 2025 |
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From Scrubs to Shrubs: A Doctor’s Guide to Financing a Home
|
May 14, 2025 |
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Physicians, Flowers, and 403(b)s: A Mother’s Day Finance Chat
|
May 07, 2025 |
|
Doctor dad’s dilemma: Juggling Kids' Activities and Retirement Reality
|
Apr 30, 2025 |
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Is tax-loss harvesting a bad idea for physician investors?
|
Apr 23, 2025 |
|
Market goes bananas: What should physicians do?
|
Apr 16, 2025 |
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Right before retirement, what should physicians buy?
|
Apr 09, 2025 |
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Physicians ask: Does PSLF still work?
|
Apr 02, 2025 |
|
Investing with a Deadline: What's a Doctor's Best Move?
|
Mar 26, 2025 |
|
Physicians still confused about backdoor Roth basics
|
Mar 19, 2025 |
|
How much DO physicians spend ? And save ?
|
Mar 12, 2025 |
|
Becoming a Physician Mom Again in your 40's! Now what?
|
Mar 05, 2025 |
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Physician forever home mortgage, why not pay points?
|
Feb 26, 2025 |
|
Physicians ask, "What if Trump…?"
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Feb 19, 2025 |
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What Physicians Should Think About Funding Their 529 plan
|
Feb 12, 2025 |
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Turning Quarterly Physician Bonuses Into Monthly Savings
|
Feb 05, 2025 |
|
What is the best college savings goal for doctors ?
|
Jan 29, 2025 |
|
Can Donor Advised Funds Cut Doctors Taxes Twice ?
|
Jan 22, 2025 |
|
What will the biggest physician financial question be for 2025
|
Jan 15, 2025 |
|
Cracking The Purpose Code with Jordan Grumet MD
|
Jan 08, 2025 |
|
Interest Rates: What doctors need to know now
|
Dec 18, 2024 |
|
How Much Crypto Should Doctors Own?
|
Dec 11, 2024 |
|
Can Physicians with Chronic Conditions Benefit from HSA?
|
Dec 04, 2024 |
|
Why should physicians own bonds?
|
Nov 27, 2024 |
|
Should physicians who plan to work as long as possible have an aggressive investment portfolio?
|
Nov 20, 2024 |
|
Should physicians pay off their mortgage or invest more before retiring ?
|
Nov 13, 2024 |
|
How should physicians adjust their investments right before retirement
|
Nov 06, 2024 |
|
Should we push hard now and slow down in our 50's
|
Oct 30, 2024 |
|
Should we put all our resources toward our student loans?
|
Oct 23, 2024 |
|
Am I eligible for a Solo 401k ?
|
Oct 16, 2024 |
|
Should I open an ABLE account for my child with a disability?
|
Oct 09, 2024 |
|
Pension or 403b: Which should I choose ?
|
Oct 02, 2024 |
|
Should my taxable account mirror the investments in my Roth IRA?
|
Sep 25, 2024 |
|
At what net worth should I begin a financial plan?
|
Sep 18, 2024 |
|
What Insurance Strategies Should you Consider for your Future?
|
Sep 11, 2024 |
|
Are adjustable rate mortgages right for you?
|
Sep 04, 2024 |
|
Should you increase stocks before retirement?
|
Aug 28, 2024 |
|
Great income and a job I love but no balance - What should I do?
|
Aug 21, 2024 |
|
Why does it feel like we don't make great money?
|
Aug 14, 2024 |
|
Should I be taking more risk?
|
Aug 07, 2024 |
|
Tight on cash, where do I start saving first?
|
Jul 31, 2024 |
|
Should I be more aggressive with my college investments?
|
Jul 24, 2024 |
|
Should I put my cash in treasuries?
|
Jul 17, 2024 |
|
Should you contribute to your company’s cash balance plan?
|
Jul 10, 2024 |
|
Are we on track for retirement?
|
Jun 20, 2024 |
|
How will you invest my money?
|
Jun 05, 2024 |
|
Should I pay off my house with my inheritance?
|
May 15, 2024 |
|
Should I pay down debt or invest?
|
May 01, 2024 |
|
How should I choose a tax preparer?
|
Apr 17, 2024 |
|
Are Financial Advisors Worth it for Physicians?
|
Apr 03, 2024 |
|
Physician College Planning: What your colleagues are saying now
|
Mar 20, 2024 |
|
Demystifying Defined Benefit Plans with Courtenay Shipley
|
Mar 06, 2024 |
|
Physician Vacation Homes: Swipe right? Or left?
|
Feb 21, 2024 |
|
How Can Physicians Balance Their Health With Their Work And Family Lives?
|
Feb 07, 2024 |
|
Three Ways Physicians Can Get The Things That Money Cannot Buy
|
Jan 18, 2024 |
|
Good news for physicians planning for college
|
Dec 20, 2023 |
|
The wrong way to think about your physician inheritance
|
Dec 06, 2023 |
|
Open enrollment blunder costs physician $366,000
|
Nov 15, 2023 |
|
Your Old Physician 401k: Time Bomb or Treasure Chest?
|
Nov 01, 2023 |
|
Physician investing basics: what are ETFs?
|
Oct 18, 2023 |
|
Physician retirement planning sucks, now what?
|
Oct 04, 2023 |
|
Physician student loans, what should you do right now?
|
Sep 20, 2023 |
|
Tax loss harvesting: another hidden physician tax break
|
Sep 06, 2023 |
|
New baby? Take an inside look at real college planning
|
Aug 16, 2023 |
|
7 things physicians can do with extra money now
|
Aug 02, 2023 |
|
How doctors can spot bad target date funds
|
Jul 19, 2023 |
|
7 Questions to ask your next physician financial advisor
|
Jul 05, 2023 |
|
Is Real Estate Really For Doctors?
|
Jun 21, 2023 |
|
Is Physician Happiness Even A Thing?
|
Jun 07, 2023 |
|
Financial Freedom: Do Doctors Actually Retire Early?
|
May 17, 2023 |
|
Exploring Physician Mom Guilt with Sandra Rood M.D.
|
May 03, 2023 |
|
Physician 401k, Right or Roth?
|
Apr 19, 2023 |
|
Why Do Physicians Get Big Surprise Tax Bills?
|
Apr 05, 2023 |
|
What is the best investment for VA & military doctors?
|
Mar 15, 2023 |
|
Tax free, investing for physicians just got more interesting
|
Mar 01, 2023 |
|
VUL-nerable No More: Unwinding Variable Universal Life Insurance for Doctors
|
Feb 15, 2023 |
|
Sexy Financial Planning for Physician Families
|
Feb 01, 2023 |
|
Why is Physician Tax Advice SO Broken?
|
Jan 18, 2023 |
|
Why NOT Choose Physician Family Financial Advisors
|
Jan 04, 2023 |
|
The Physician Retirement Time Machine
|
Dec 21, 2022 |
|
The Simple Truth About College Savings for Doctors
|
Dec 07, 2022 |
|
Three New Tax Mistakes Doctors Will Make in 2023
|
Nov 16, 2022 |
|
Should Physicians STOP Investing Now?
|
Nov 02, 2022 |
|
Physician Retirement: How to Double Your Money in Half the Time
|
Oct 19, 2022 |
|
The Single Best Tax Deduction for Physicians Might be the HSA
|
Oct 05, 2022 |
|
How Much Life Insurance Do Doctors Really Need?
|
Sep 21, 2022 |
|
How to Save Huge Taxes with a Cash Balance Plan for Physicians
|
Sep 07, 2022 |
|
What Every Physician Should Know About I-Bonds
|
Aug 24, 2022 |
|
The Eternal Physician, What if you never ever retire?
|
Aug 10, 2022 |
|
Are UTMAs a no-no for physician mommies and daddies?
|
Jul 27, 2022 |
|
10 Tips and Traps for the Relocating Physician
|
Jul 13, 2022 |
|
Your First Physician Mortgage: How does it work?
|
Jun 29, 2022 |
|
Why Physicians Should NOT Refinance Student Loans
|
Jun 15, 2022 |
|
Changing Jobs: How To Make Your Physician Family Work Better
|
Jun 01, 2022 |
|
S.A.F.E. Money: Your Physician Family Emergency Fund
|
May 18, 2022 |
|
Index Funds: Better investing for overtaxed doctors
|
May 04, 2022 |
|
Backdoor Roth: Tax-Free Retirement for Doctors
|
Apr 20, 2022 |
|
What are most physicians doing about college?
|
Apr 06, 2022 |
|
Should doctors buy Bitcoin?
|
Mar 23, 2022 |
|
How should physicians prepare for a disability?
|
Mar 09, 2022 |
|
What should doctor's do with an extra $1,000,000?
|
Feb 23, 2022 |
|
Should doctors give their kids money?
|
Feb 09, 2022 |
|
How can doctors improve their financial marriage?
|
Jan 26, 2022 |
|
How much should doctors save for retirement?
|
Jan 12, 2022 |
|
Should doctors bother to set financial goals?
|
Dec 29, 2021 |
|
Which doctors should NOT use a financial advisor?
|
Dec 15, 2021 |
|
Should doctors have a budget?
|
Dec 01, 2021 |
|
Should doctors invest for passive income?
|
Nov 17, 2021 |
|
Should I rescue my child from money mistakes?
|
Nov 02, 2021 |
|
Is PSLF worth it for an attending physician?
|
Oct 19, 2021 |
|
How can I make my child start saving money?
|
Oct 05, 2021 |
|
How much house should I buy as a doctor?
|
Sep 21, 2021 |
|
Should physicians set themselves on FIRE?
|
Jul 14, 2021 |
|
When should I start teaching my kids about money?
|
Jul 14, 2021 |
|
Who should listen to the Physician Family Financial Advisors Podcast?
|
Jul 09, 2021 |