Financial Residency  Por  arte de portada

Financial Residency

De: Financial Residency Network
  • Resumen

  • As a doctor, you spent decades in school to get to where you are. Unfortunately, during all those years in medical school and residency, you probably didn't receive a financial education. But, not to worry. That’s where I come in. Think of this podcast as your financial residency without the long hours and sleepless nights! I will guide you through a financial education resulting in money confidence and clarity in this critical aspect of your life. You’ll understand how you make money, how you spend money, how your hard-earned money can work for you, and how to protect yourself and your family. I have witnessed residents and fellows bombarded by life and disability insurance salesmen and other “investment” pitches that are not in their best interest. You didn’t receive any formal financial education in your decades of medical training, so how are you supposed to know the good financial advisors from the bad? This podcast will help with that. Remember, it’s ok to not know the difference between a ROTH IRA and a 403b or which 529 plan is best. This podcast will simplify highly complex concepts and translate industry jargon into plain English. Are you ready to take action and make smarter, more informed financial decisions? Great - let's do this! Let your financial residency begin.
    © Financial Residency LLC. All Rights Reserved
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Episodios
  • Mortgage Minute - What is an impound (escrow) account?
    Jul 16 2024

    This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.

    Doug explains the goal and use of an impound/escrow account. Basically it builds a cushion for the bank to make payments on your behalf for taxes and insurance.

    He also highlights why your loan estimate may differ from your closing disclosure regarding this account. To learn more about Doug, go to www.DougCrouse.com.

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    6 m
  • Grand Rounds - 5 Ways to Set Yourself Up for Success with Lisha Taylor
    Jul 15 2024

    This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.

    Dr. Lisha Taylor, podcast host of WealthMindedMD, joins us to talk about 5 important things to review either when taking a new job or annually when signing up for new benefits.

    We talk about protecting yourself, reviewing benefits, maximizing retirement accounts, being strategic about time off and making sure you understand your schedule and expectations.

    You can learn more about Lisha or listen to her podcast at www.WealthMindedMD.com.

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    48 m
  • Mortgage Minute - How might a declining market affect a new mortgage?
    Jul 13 2024

    This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.

    Doug explains how a declining market might impact getting a mortgage on a new property. We have seen a rapid rise in home prices over the past few years, but several markets throughout the US are pulling back and appraisals are coming in short.

    When this happens, a bank may not lend you the full offer price you initially made. To learn more about Doug, go to www.DougCrouse.com.

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    4 m

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