Financial Planning
Episode 249: Is Direct Indexing Really All It’s Cracked Up To Be?
Curious about how to make the most of your investments? In this episode, I’m excited to share a recent chat I had with Dr. Jimmy Turner on the Money Meets Medicine podcast. We dive into the world of direct indexing, a powerful portfolio management tool that’s... read more
Episode 248: Are Index Funds…. Safe? Depends On Which Index!
In this episode, we are diving into the complexities of using index funds as a “safe” investment option, particularly for short-term financial goals. Drawing from recent client interactions, I explain the misconceptions around the safety of index... read more
Episode 236: Six Easy Wins For Transitioning To Attendinghood
Transitioning from training to attendinghood can be both exciting and daunting, especially as you approach the culmination of your residency or fellowship. In this episode, we’ll uncover six actionable strategies to ease this transition and set yourself up for... read more
Episode 221: One More Reason Why The Savings Rate Is My Favorite Financial Ratio
As we move into the holidays, it’s a good time to reflect, recap, and take stock of how things are going. When trying to figure out what things are working (or not), what you need to change, and where the opportunities are, it is really helpful to take a closer... read more