David is a dentist and Victoria is a teacher. They're currently living in a high cost of living area in the NW, and live at home with her parents as they feel that they can't afford a home in their area. They really want to get out of the paren

For Better or Worse: Taking Responsibility for Household Income

Mar 13th, 2019 32m 12s

She, an outpatient pediatrician and he, a police detective, have been married for a year after being together for 8. While we talk about their investments, family goals, and retirement, we review Jack and Rose’s current bank structure. What do

Trying To Buy A Home in a HCOLA While Avoiding Cash Drag

Mar 6th, 2019 21m 4s

Heather is a single 30-year-old pharmacist living in California with her parents. Because of smart financial moves, she’s got $200k saved, $116k of that in a high-yield savings and CDs. Although, she’s got a $300k whole life policy, we give her

Spending Money In Ways That Make You Happy

Feb 27th, 2019 29m 59s

Kate and Sawyer are both 38 years old now living in a HCOLA to be near family-- a move from a LCOLA in residency. They have a few financial goals with the top priority being to have the flexibility of cutting back on work and doing more locums.

Meddling in the Market and Holding Credit with Savings

Feb 20th, 2019 20m 44s

Toby and Marie (both 40 years old) are a married couple in the midwest. They live in a reasonable cost of living area with their kiddos ages 3 and 1. Wanting to save for their kids’ 529 and also wanting to be debt free as soon as possible (cred

When Aggressive Student Loan Payoff Pays Off

Feb 13th, 2019 35m 8s

Jason is a 35 y/o “single” veterinarian. He’s got some lofty goals, including aggressively paying off his student loans as well as marrying his long-time girlfriend, Rose, who’s in San Francisco finishing up pharmacy school next year. He wants

When Consumer Debt Is More Than You Can Handle

Feb 6th, 2019 31m 50s

James and Lily are ages 37 and 38 respectively. While they are both physicians, one is an Oncologist and the other is a Radiologist. Obviously they make good money. The problem? Their income is gone before they even see it in the bank long enou

Pursuing the Right Investments That Diversify and Protect Your Income

Jan 31st, 2019 32m 27s

Rhonda is a 37-year-old cardiac nurse practitioner. She lives with her long-term boyfriend, Phil, and unfortunately, has a dog with diabetes. She plans on taking a 2 week trip to Europe next year and projects to go part-time at age 60 and final

Too Much in The Bank: Saving for College and Retirement at 60

Jan 23rd, 2019 31m 13s

Jessica is 36, Nick is 35. She’s a professor at a pharmacy school and he is a mech engineer for a government contractor. They have a 2 year old daughter, Madison, but intend to have one more child and be done. They both plan on retiring at 60 a

How to Know When It's Time to Retire

Jan 16th, 2019 28m 3s

Tom, a pulmonary nurse, is 57 and his wife, a stay at home mom, is 52. Tom works 10 mins from the hospital but is nearing retirement. He and his wife are sure of the experiences they want to have outside of Tom’s work but are not as sure of whe

Introduction to Money Care Specialists

Jan 9th, 2019 3m 7s

Ryan Inman and Tim Baker are fee-only financial planners in a unique situation to help physicians take control over their money. Their goal is to help you achieve financial readiness with years of experience and stories to support their efforts

To Refi or Not to Refi: How to Solve Cash Flow and Savings Issues

Jan 9th, 2019 26m 24s

Ted is 29 years old and a community pharmacist at a well-known retail chain. He has plans to marry his fiance, Ginny, who is finishing nursing school and lives with him. Will his finances allow him to plan for the wedding he and Ginny want? Tim

Afford More Kids with Non-PSLF Debt and a 529

Jan 9th, 2019 31m 49s

Logan and Emma are both dentists in their early to mid-thirties. They live in a high cost of living area on the east coast and have recently had their first child. Emma works two days a week making over $100,000/year. Logan makes $350,000 a yea

Mind the Journey: From PSLF to Financial Independence

Jan 9th, 2019 35m 25s

Daisy is a 34 year old pediatrician living in low cost of living area. She’s single and has high aspirations to travel. Her place of interest is Africa which she anticipates will cost her $15,000. How can she afford the trip? Join Ryan and I as

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