As a woman in medicine, you’ve been in medical training, residency, and fellowship for years. You have to come up with the mental space and courage to ask for help with student debt or saving for retirement. You may have randomly looked for someone to work with—and found yourself often disappointed.

In this episode, Meg Bartelt, CFP®, RICP®, MS—the owner of “FLOW Financial Planning”—shares a few ways you can simplify the process to find the best financial planner for you.

Looking for help with Disability Insurance, Physician Banking, Student Loan Refinancing, Physician Mortgages, Contract Reviews, and more? Check out our "Best of the Best" sponsors page to find a list of the professionals Chad & Tyler team up with for their clients.

• Meg’s background in financial planning [1:45]
• Finding a financial planner to work with [4:03]
• How to vet a financial planner [7:02]
• What should women ask differently? [10:38]
• Financial advisors: how to better serve women [14:17]
• What if your spouse is in a different field? [19:01]

The best of the best list is a paid sponsorship, but these are professionals/companies that Tyler and Chad collaborate with within their own practices or have been vetted to earn a spot on this list. By supporting our sponsors, it allows Chad & Tyler to dedicate more time to you and the Physician Cents community. If you ever have a question (or not a great experience, which we don’t expect!) about a sponsor, please let us know. We call it the “best of the best” for a reason, and we will maintain that standard for our listeners & viewers.

• FLOW Financial Planning
• Meg’s blog
• Connect on LinkedIn
• Follow on Twitter

• WealthKeel LLC
• Olson Consulting LLC
• Tyler Olson on Twitter
• Chad Chubb, CFP®, CSLP® on Twitter

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Most traditional mortgages require at least 5% down on the home. Depending on where you’re located, you may be looking at putting $10,000 down plus the addition of closing costs of 3% of the purchase price. That’s a lot of cash to have on hand, which most physicians don’t have right out of training.

Enter the physician mortgage. For many physicians, this is the answer they’ve been looking for. But it can also be a trap. In this episode of Physician Cents, we share what a physician mortgage is, why they’re offered, and why you shouldn’t always take advantage of one.

Looking for help with Disability Insurance, Physician Banking, Student Loan Refinancing, Physician Mortgages, Contract Reviews, and more? Check out our "Best of the Best" sponsors page to find a list of the professionals Chad & Tyler team up with for their clients.

• Is a physician mortgage a trap? [1:13]
• Conventional vs physician mortgage [4:04]
• The origination of physician mortgages [7:52]
• Don’t buy when you can rent [9:00]
• Stay tuned for a future episode! [12:59]

The best of the best list is a paid sponsorship, but these are professionals/companies that Tyler and Chad collaborate with within their own practices or have been vetted to earn a spot on this list. By supporting our sponsors, it allows Chad & Tyler to dedicate more time to you and the Physician Cents community. If you ever have a question (or not a great experience, which we don’t expect!) about a sponsor, please let us know. We call it the “best of the best” for a reason, and we will maintain that standard for our listeners & viewers.

• WealthKeel LLC
• Olson Consulting LLC
• Tyler Olson on Twitter
• Chad Chubb, CFP®, CSLP® on Twitter

Subscribe to Physician Cents

Apple Podcasts

Audio Production and Show Notes by - PODCAST FAST TRACK

The most powerful tool in personal finance is compound interest. That’s why we advise physicians to stop overthinking and just get started. Ultimately, there’s no magic secret sauce to investing.

Start by diversifying, lowering your costs, and controlling your emotions. We share why it’s so important to get started and how to choose your investment approach in this episode of Physician Cents.

Looking for help with Disability Insurance, Physician Banking, Student Loan Refinancing, Physician Mortgages, Contract Reviews, and more? Check out our "Best of the Best" sponsors page to find a list of the professionals Chad & Tyler team up with for their clients.

• Why you should start investing now [1:50]
• Investing is having optimism in humanity [8:02]
• The highs and lows of investing [10:23]
• How to approach your choices [14:12]
• Simplify your investment approach [20:37]

The best of the best list is a paid sponsorship, but these are professionals/companies that Tyler and Chad collaborate with within their own practices or have been vetted to earn a spot on this list. By supporting our sponsors, it allows Chad & Tyler to dedicate more time to you and the Physician Cents community. If you ever have a question (or not a great experience, which we don’t expect!) about a sponsor, please let us know. We call it the “best of the best” for a reason, and we will maintain that standard for our listeners & viewers.

• WealthKeel LLC
• Olson Consulting LLC
• Tyler Olson on Twitter
• Chad Chubb, CFP®, CSLP® on Twitter

Subscribe to Physician Cents

Apple Podcasts

Audio Production and Show Notes by - PODCAST FAST TRACK