Why You Should Die With Zero

Why You Should Die With Zero

People love talking about saving money to get to financial independence. Not enough people talk about the cost of saving a lot of money and the impact that has on your life. Are you saving too much? Are you living a life with no regrets? Listen in as Dr. Jimmy Turner...
What to Do When the Market Goes Down

What to Do When the Market Goes Down

July 24th 2024 A 10% correction will happen, on average, every 1.5 years. You will experience a true bear market of more than a 20% loss multiple times in your investing life. Knowing this, though, doesn’t tell you what to do about it. In this episode Jimmy...

Should I Use A Cash Balance Plan?

July 24th 2024 Cash balance plans: Huge tax savings? Or a big pain in the backside? On this show, we discuss what cash balance plans are, what’s good about them, what’s bad. And, most importantly, who is the kind of person that would benefit from using a...
How to Avoid Capital Gains

How to Avoid Capital Gains

A taxable brokerage account is one of the most flexible ways to invest your money. And, if you play the game right, you can also reduce taxes in this account in such a way that it may become your favorite type of investing account. In this episode, we discuss short...
Why You Should Not Live Like a Resident

Why You Should Not Live Like a Resident

July 24th 2024 Doctors are often told in the financial space to “live like a resident.” Yet somewhere between the YOLO-spend-it-all mentality and the idea of living like a resident as an attending physician is a better and more moderate view of personal...
Financial Tasks for July

Financial Tasks for July

July 17th 2024 July is the time of year where many physicians transition to the next stage of their career. For academic physicians, it feels like a “New Year” every year in July. Yet, many physicians forget that there are certain tasks that need to be...