This episode features Dr. Lisha Taylor, who discusses her role as a primary care sports medicine physician and a wealth and wellness coach. She details her background, her education in public policy and economics, and her initial foray into institutional finance before choosing a career in medicine. Dr. Taylor highlights the importance of personal finance for physicians, her experience with student debt, and her strategies for financial independence. She emphasizes the need for physicians to be financially literate and aware of potential pitfalls in personal finance, advocating for a proactive approach to wealth building.

More on Dr. Lisha Taylor:

Dr. Lisha Taylor is a primary care sports medicine physician and a wealth and wellness coach dedicated to improving the financial literacy of medical professionals. With a rich background that spans public policy, institutional finance, and medicine, Dr. Taylor brings a unique perspective to personal finance in the healthcare industry. She is the host of the Wealth Minded MD podcast, where she shares her insights and experiences to help physicians achieve financial security and live life on their own terms. Beyond her work in finance, Dr. Taylor continues to practice medicine, applying her holistic approach to patient care and personal growth.

Looking for something specific? Here you go:

[00:01:00] Dr. Taylor shares her background and passion for both sports medicine and personal finance.

[00:02:00] Exploring Dr. Taylor's academic journey and her early interest in entrepreneurship and finance.

[00:04:00] Decision to pursue medicine over Wall Street, focusing on making a meaningful impact.

[00:07:00] Dr. Taylor discusses the challenges of student debt and its influence on her career path.

[00:09:00] The transition from addressing personal debt concerns to broadening her mission to empower other physicians financially.

[00:12:00] Expansion of Dr. Taylor's outreach through financial literacy for the medical community.

[00:17:00] Insights into the flexibility and willingness to pivot in entrepreneurship.

[00:20:00] Negotiating work arrangements for a better work-life balance and maintaining her financial education initiatives.

[00:23:00] Dr. Taylor's current financial goals and strategies, including dealing with unique loan situations and maximizing wealth building.

This episode is sponsored by 

PearsonRavitz – helping physicians safeguard their most valuable assets. 

Also sponsored by PracticeLink – More than just a job board; they are a lifeline. 

If you enjoyed the show, find and follow Dr. Disha everywhere else:

Twitter

Website

Facebook

The Frugal Physicians Facebook Group

YouTube 

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Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

Dr. Disha explores the topic of income protection in the healthcare gig economy with Jamie K. Fleischner. With a focus on locum tenens professionals, Jamie, leveraging her extensive experience since 1993, underscores the need for tailored disability insurance solutions. 

She highlights the transition from traditional employment to freelance roles in healthcare, emphasizing the importance of securing income through comprehensive insurance policies. Key takeaways include the value of own occupation coverage, strategies for policy customization, and insights into navigating the claims process for diverse medical scenarios.

More on Jamie Fleischner:

Jamie K. Fleischner, CLU, ChFC, LUTCF, is the President of Set For Life Insurance and a leading authority on income protection and disability insurance. Since entering the insurance industry in 1993, Jamie has dedicated her career to empowering individuals, especially freelance healthcare professionals

Looking for something specific? Here you go:

[00:01:00] - Jamie Fleischner introduces her background in the insurance industry.

[00:02:00] - Discussion about physicians' experiences with disability claims.

[00:04:00] - Overview of changing trends in insurance for locum tenens.

[00:05:00] - Importance of disability insurance for locum tenens explained.

[00:07:00] - Key features to look for in a disability insurance policy.

[00:09:00] - Required documentation for income verification in insurance.

[00:11:00] - The significance of residual or partial disability riders.

[00:13:00] - A success story highlighting the value of income protection.

[00:17:00] - Future trends in insurance needs for locum tenens physicians discussed.

[00:22:00] - Special considerations for locum tenens working with companies versus per diem.

This episode is sponsored by

Contract Diagnostics - A nationwide physician contract consulting company, not a law firm that specializes 100% in physician contract review.

If you enjoyed the show, find and follow Dr. Disha everywhere else:

Twitter

Website

Facebook

The Frugal Physicians Facebook Group

YouTube 

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Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

Dr. Disha speaks with Brad and Gil, co-founders of Empower Men, delving into their personal journeys, from Gil's beginnings in Portugal and modeling career to Brad's transformation through fitness and financial literacy. They discuss the synergy between maintaining health and managing finances and introduce Empower Men, a community aimed at empowering men to achieve both financial freedom and physical fitness.

More on Empower Men:

Brad and Gil, founders of Empower Men, come from diverse backgrounds but share a unified mission: to empower men in achieving both physical wellness and financial stability. Brad, hailing from South Africa, transformed his life through fitness and financial literacy, eventually becoming a finance coach. Gil, originally from Portugal and a former international model, turned his focus to health and fitness, motivated by his mother's health struggles. Together, they've created a community to support men in their journey towards a balanced and fulfilling life.

Looking for something specific? Here you go:

[00:01:00] Brad introduces Gil and his background.

[00:04:00] The inception of Empower Men.

[00:06:00] Physical and financial aspects of Empower Men.

[00:08:00] Addressing male loneliness and building community.

[00:11:00] The integration of financial and health coaching in Empower Men.

[00:14:00] How Empower Men helps its members afford health optimization.

[00:17:00] Gil's reflections on growing up in a poor family and the impact on his financial perspective.

[00:20:00] The key financial principles Brad teaches in Empower Men.

[00:23:00] The foundational health principles taught by Gil in Empower Men.

[00:38:00] Closing remarks and invitation to join Empower Men.

 

This episode is sponsored by PearsonRavitz– helping physicians safeguard their most valuable assets. 

Also sponsored by Contract Diagnostics - A nationwide physician contract consulting company, not a law firm that specializes 100% in physician contract review.

 

If you enjoyed the show, find and follow Dr. Disha everywhere else:

Twitter

Website

Facebook

The Frugal Physicians Facebook Group

YouTube

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Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

Dr. Devon Gimbel and Dr. Disha discuss credit card points hacking and kick off the discussion starting with sign-up bonuses, moving on to optimizing spending, and leveraging travel partnerships for maximum value. Dr. Gimbel’s approach emphasizes strategic card selection, maximizing every purchase, and using points efficiently for travel, including first-class experiences. This episode is a treasure trove for anyone looking to elevate their travel hacking game and enjoy luxury travel through smart financial strategies.Dr. Devon Gimbel and Dr. Disha discuss credit card points hacking and kick off the discussion starting with sign-up bonuses, moving on to optimizing spending, and leveraging travel partnerships for maximum value. Dr. Gimbel’s approach emphasizes strategic card selection, maximizing every purchase, and using points efficiently for travel, including first-class experiences. This episode is a treasure trove for anyone looking to elevate their travel hacking game and enjoy luxury travel through smart financial strategies.

More on Dr. Devon Gimbel:

Dr. Devon Gimbel, a retired physician turned credit card points aficionado, is renowned for her ability to turn everyday spending into free travel. After years in medicine, Devon redirected her analytical skills towards mastering the complex world of credit card rewards, becoming a sought-after expert. She runs a popular online course and Facebook group where she shares her advanced strategies, helping others unlock the secrets to luxurious travel without the hefty price tag.

Looking for something specific? Here you go:

00:00:11 - Introducing Dr. Devon Gimbel

00:00:34 - Greetings and Excitement for Advanced Credit Card Hacking

00:01:16 - Levels of Learning Credit Card Points

00:02:52 - Advanced Techniques for Earning Points

00:05:49 - Redeeming Points: Basic vs. Advanced Techniques

00:07:48 - The Value of Transfer Partners

00:09:25 - Example of Points Redemption Value

00:15:09 - Calculating Redemption Value

00:17:16 - Simplifying Points Redemption for Friends

00:21:43 - Earning Points More Efficiently

00:27:57 - Educating Your Partner on Credit Card Points

00:38:00 - Earning Points on Educational Expenses

This episode is sponsored by 

PearsonRavitz– helping physicians safeguard their most valuable assets. 

Also sponsored by Contract Diagnostics - A nationwide physician contract consulting company, not a law firm that specializes 100% in physician contract review.

If you enjoyed the show, find and follow Dr. Disha everywhere else:

Twitter

Website

Facebook

The Frugal Physicians Facebook Group

YouTube 

-----------

Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

Jon Appino, CEO of Contract Diagnostics, discusses the critical aspects of physician contracts, emphasizing the need for clarity and fairness. He shares his journey, insights into the evolution of the industry, and strategies for physicians to navigate contract negotiations effectively.

Looking for something specific? Here you go:

 

00:02:40 - Transition from Pre-Med to Business

00:04:04 - Focus on Physician Contract Reviews

00:06:00 - The Core of Contract Diagnostics

00:07:02 - Importance of Contract Clarity

00:08:00 - Navigating Non-Compete Clauses

00:10:08 - Non-Compete Impact on Physicians

00:12:09 - Success Stories and Physician Retention

00:12:37 - Introducing Compensation Rx

00:14:13 - Customizing Compensation Analysis

00:16:08 - Negotiation Services Offered

00:17:00 - The Impact of Effective Negotiation

00:18:06 - Success Story: Family Practice Sports Physician

00:19:09 - The Importance of Physician Advocacy

00:20:18 - Addressing Primary Care Challenges

00:21:05 - Setting Clear Expectations in Contracts

00:22:07 - Discussing Workload and Burnout

00:23:21 - The Importance of Regular Contract Reviews

00:24:24 - Addressing Non-Compete and Family Leave

00:25:19 - Trends in Physician Employment Contracts

00:27:14 - Negotiating with Private Equity

00:29:19 - Early Contract Reviews and Trends

00:30:10 - Changes in Physician Employment Landscape

00:32:26 - Negotiating Women's Issues in Contracts

00:34:48 - Final Thoughts and Advice on Contract Reviews

00:37:55 - How to Contact Contract Diagnostics

00:38:56 - Closing Remarks and Invitation for Questions

This episode is sponsored by 

PearsonRavitz– helping physicians safeguard their most valuable assets. 

Also sponsored by Contract Diagnostics - A nationwide physician contract consulting company, not a law firm that specializes 100% in physician contract review.

If you enjoyed the show, find and follow Dr. Disha everywhere else:

Twitter

Website

Facebook

The Frugal Physicians Facebook Group

YouTube 

-----------

Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

Piggy and Kitty from the "Bitches Get Riches" blog and podcast, discuss their origin stories, experiences with personal finance, and the challenges they've overcome. The conversation emphasizes the impact of burnout and stress on financial well-being and the need for individualized solutions.

Learn more about Bitches Get Riches:

Lauren and Jess, known as Piggy and Kitty, are the dynamic duo behind the popular blog and podcast, "Bitches Get Riches." These two financially savvy feminist killjoys in their 30s have made waves in the world of personal finance with their witty and insightful content. They were even honored with the 11th annual Plutus Award for Personal Finance Blog of the Year. With their unique perspectives, they offer a fresh take on financial topics, empowering their audience to navigate the world of money with humor and wisdom. Their passion for helping others achieve financial well-being shines through in their work, making them a valuable resource for anyone looking to take control of their finances.

Looking for something specific? Here you go:

00:00:00 - Introduction and Content Warning

00:01:02 - Guest Introduction: Bitches Get Riches

00:02:09 - Origin Stories of Kitty and Piggy

00:03:19 - Bonding Over Financial Adversity

00:04:07 - Creative Careers and Financial Savvy

00:05:27 - Lauren's Background and Financial Responsibility

00:06:33 - The Value of Money and Student Debt

00:07:41 - The Complexities of Dieting vs. Financial Health

00:08:19 - Stress, Health, and Financial Recovery Costs

00:09:23 - Women's Issues and Imposter Syndrome

00:11:06 - Comparing Dieting and Financial Fitness

00:13:05 - The Impact of Stress on Health and Finances

00:14:18 - The Cost of Recovery from Work

00:15:44 - Personal Rhythms and Financial Independence

00:17:08 - The Connection Between Wellness and Financial Fitness

00:18:06 - The Upcoming Burnout Course

00:19:32 - Recovery and Recreation: Financial Implications

00:20:45 - The Importance of Intentionality in Personal Finance

00:21:35 - The Seven-Day Work Cycle and Recovery Costs

00:22:12 - Making Strategic Choices for Financial and Personal Well-being

00:23:02 - Personal Work Patterns and Retirement

00:24:49 - The Importance of Acknowledging Burnout

00:25:31 - The Upcoming Course on Burnout

00:26:45 - The Role of Community in Personal Finance

00:27:57 - The Slow-Fi Movement and Personal Choices

00:29:26 - The Course's Focus on Burnout and Financial Impact

00:30:41 - The Culture of Martyrdom and Burnout

00:31:43 - The Importance of Addressing Burnout

00:32:49 - The Medical Community and Burnout Studies

00:33:57 - The Need for Honest Conversations About Burnout

00:35:35 - The Vision for a Future Without Stress

00:37:48 - Closing Remarks and Contact Information

00:39:24 - The Generational Trauma of Burnout in Medicine

00:40:57 - The Importance of Self-Reflection on Burnout

00:42:10 - Episode Wrap-Up and Additional Resources

This episode is sponsored by 

PearsonRavitz– helping physicians safeguard their most valuable assets. 

Also sponsored by Contract Diagnostics - A nationwide physician contract consulting company, not a law firm that specializes 100% in physician contract review.

If you enjoyed the show, find and follow Dr. Disha everywhere else:

Twitter

Website

Facebook

The Frugal Physicians Facebook Group

YouTube 

-----------

Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

We've turned to our Facebook community, The Frugal Physicians, and your emails to bring you a unique segment. Dr. Disha is answering a few of your questions about managing finances, making smart investments, and seeking out alternative income streams in the world of healthcare.

A significant portion of today’s episode is dedicated to real estate investment. Dr. Disha shares her personal journey, inspired by the principles in "Rich Dad, Poor Dad," and discusses the tangible benefits of real estate, including tax advantages, inheritability, and the potential for high returns. She provides practical advice on getting started, managing risks, and understanding the nuances of different types of real estate investments, from long-term rentals to short-term vacation properties. 

Looking for something specific? Here you go:

00:00:11 - Introduction and Apology for Delay

00:00:33 - Welcome to Finding Financial Freedom Podcast

00:01:00 - Community Questions on Finance in Healthcare

00:02:06 - Passive Income for Physicians

00:04:13 - Creating Intellectual Property for Passive Income

00:04:55 - Exploring Side Gigs for Doctors

00:06:00 - Monetizing Blogs and Podcasts

00:07:17 - Affiliate Marketing Explained

00:08:02 - Direct Contracting and Content Creation

00:08:55 - Multiple Income Streams and Wealth Building

00:09:53 - Real Estate Investment for Financial Security

00:11:07 - Benefits and Strategies of Real Estate Investing

00:13:45 - Tax Benefits of Real Estate Investing

00:15:58 - High Risk and Reward of Real Estate

00:17:02 - Real Estate Investment Types

00:18:26 - Real Estate as a Tangible Asset

00:19:56 - Short-Term Rental Investing and Tax Benefits

00:23:28 - Addressing Investment Losses and Tax Implications

00:28:57 - Subscription Model in Healthcare Business

00:34:17 - Physician Groups for DIY Enthusiasts

00:38:06 - Closing Remarks and Contact Information

This episode is sponsored by 

Eckard Enterprises – is an asset management company that focuses on providing families access to diverse, alternative investments.

If you enjoyed the show, find and follow Dr. Disha everywhere else:

Twitter

Website

Facebook

The Frugal Physicians Facebook Group

YouTube 

-----------

Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

Lauren Beltz, also known as The Budget Boss shares her journey from growing up in an accounting family to carving her niche in bookkeeping and finance for small businesses. 

She discussed The Budget Brigade, her initiative blending education and personal finance. Lauren emphasized the importance of budgeting and recounted her own experiences with managing finances, including the challenges of budgeting on a variable income and the importance of frugality and intentionality in spending. She also talked about her personal life, including her plans to move to Colorado and her strategies to avoid lifestyle creep. Additionally, Lauren provided insights on the emotional aspects of financial planning, the significance of enjoying life without overspending, and the importance of setting realistic financial goals.

Learn more about Lauren Beltz:

Lauren grew up in a family surrounded by accountants. She learned from prepping 1040 returns at a young age that she did not want to follow the family trend.

She ended up becoming a bookkeeper instead, working in finance and helping small businesses since her teenage years.

Lauren has always been fascinated with numbers and patterns. With over fifteen years of experience, she is excited to take the knowledge she’s learned in industries spanning from aviation, investment firms, motorsports, and retail and focusing it to where her true passion lies – personal finance, sole proprietorships, and small businesses.

She is a previous Financial Peace University coordinator and loves helping friends and colleagues with personal finance questions. It became an inside joke at her last corporate position that an unofficial employee benefit working there was free access to “Budget with Beltz” which has now become The Budget Brigade.

Lauren splits her free time between her two passions: money and stories. When she isn’t working the analytical side of her brain at The Budget Brigade, you can find her spinning up her creative side, writing and editing at Lauren Beltz Writes.

Looking for something specific? Here you go:

00:00:00 - Introduction to the Podcast

00:00:11 - Introducing Guest Lauren Beltz

00:00:21 - Lauren's Background and Expertise

00:00:42 - Lauren's Storytelling and Financial Education

00:01:03 - Budgeting and Personal Finance

00:03:27 - Lauren's Upbringing and Frugality

00:04:42 - Lauren's Budgeting Techniques

00:06:02 - Budgeting on Variable Income

00:06:15 - Lauren's Engineering Background

00:07:27 - Family Plans and Financial Freedom

00:08:16 - Moving to Colorado and Cost of Living

00:10:15 - Selling a House and Financial Planning

00:10:26 - Lifestyle Creep and Financial Mindset

00:12:15 - Contentment and Spending on Experiences

00:13:05 - The Fire Ladder Concept

00:14:01 - Finding Contentment in Personal Finance

00:15:24 - Lauren's Personal Spending Habits

00:16:05 - The Importance of Experiences Over Things

00:17:03 - Lauren's Financial Freedom Plan

00:18:10 - The Fire Ladder Explained

00:19:13 - Setting Financial Goals

00:20:47 - Achieving Financial Independence

00:21:09 - Mindset and Financial Management

00:22:02 - Realistic Financial Expectations

00:23:15 - Learning from Budgeting Mistakes

00:24:09 - Disha's Personal Debt Experience

00:25:12 - A Year of Finding Contentment

00:26:06 - Decluttering and Enjoying What You Own

00:27:01 - Avoiding Lifestyle Creep

00:28:02 - The Peace of Financial Stability

00:28:40 - Balancing Professional Success and Finances

00:29:28 - Work-Life Balance and Financial Freedom

00:30:10 - Unchaining from Debt

00:31:14 - The Power of Financial Stability

00:32:07 - Lauren's Consulting Work

00:33:01 - Handling Life's Financial Challenges

00:34:01 - Balancing Work and Financial Goals

00:35:00 - Consulting Success Story

00:36:36 - The Impact of Financial Stability

00:37:47 - Handling Medical Emergencies Financially

00:38:14 - The Flexibility of Financial Stability

00:39:06 - The Budget Brigade Online Presence

00:39:57 - Final Takeaway: Remember Your Why

00:40:40 - Closing Remarks and Call to Action

This episode is sponsored by 

Eckard Enterprises – is an asset management company that focuses on providing families access to diverse, alternative investments.

If you enjoyed the show, find and follow Dr. Disha everywhere else:

Twitter

Website

Facebook

The Frugal Physicians Facebook Group

YouTube

-----------

Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

Ethan Nkana, founder of Rocky Mountain Physician Agency, talks about his work in advocating for fair compensation and equitable work conditions for doctors. The focus is especially on addressing the wage gap for women in medicine. Ethan shares his insights on hospital finance, negotiations, and strategies to achieve fair pay. He emphasizes the importance of open discussions about salaries among physicians and advises them to renegotiate their contracts proactively.

Learn more about Ethan Nkana:

Ethan A. Nkana is the founder of Rocky Mountain Physician Agency and an advocate for fair physician compensation. With a rich background in hospital finance, operations, and law, Ethan combines his legal and business expertise to champion equitable work conditions for doctors. Motivated by personal experiences and the disparities witnessed in healthcare, his work is especially focused on bridging the wage gap for women in medicine. Ethan's approach is marked by a deep understanding of healthcare economics and a commitment to empowering physicians through effective negotiation and financial literacy.

Looking for something specific? Here you go:

[00:00:00] Introduction to Ethan Nkana and the episode topic.

[00:01:00] Discussion on weather and personal updates.

[00:02:00] Ethan's background and motivation behind RMPA.

[00:03:00] Insights into Ethan's career transition and focus on helping doctors.

[00:04:00] Ethan's experience in hospital administration and finance.

[00:05:00] The role of Ethan's mother in shaping his career focus.

[00:06:00] The wage gap issue in medicine and its impact on women physicians.

[00:07:00] Addressing skepticism around the gender wage gap data.

[00:08:00] Real-life examples of wage negotiation success stories.

[00:09:00] Debunking myths around gender-based wage discrepancies.

[00:10:00] Discussion on the systemic biases in healthcare compensation.

[00:11:00] Ethan's take on negotiation challenges for female doctors.

[00:12:00] The systemic issues in medicine affecting wage disparities.

[00:13:00] Personal experiences of gender-based discrepancies in the workplace.

[00:14:00] The emotional and professional impact of changing jobs for doctors.

[00:15:00] The importance of legal counsel in contract negotiations.

[00:16:00] The challenge of leaving a medical practice and patient relationships.

[00:17:00] Overview of RMPA's services and billing model.

[00:18:00] The unique approach of RMPA in renegotiating doctor contracts.

[00:19:00] The financial benefits of renegotiating contracts with RMPA's help.

[00:20:00] Details on the fee structure and success stories of RMPA.

[00:21:00] The importance of physician commitment in the negotiation process.

[00:22:00] Unique aspects of negotiating for female doctors.

[00:23:00] The importance of maintaining professional relationships during negotiations.

[00:24:00] Gender-based differences in focus during contract negotiations.

[00:25:00] The perceived negotiation skills gap between male

This episode is sponsored by 

PearsonRavitz– helping physicians safeguard their most valuable assets. 

If you enjoyed the show, find and follow Dr. Disha everywhere else:

Twitter

Website

Facebook

The Frugal Physicians Facebook Group

YouTube

-----------

Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.

Dr. Jordan Grumet, or Doc G, a physician turned financial independence advocate,  shares his journey from internal medicine to hospice care, emphasizing how burnout led him to seek financial independence. He also discussed his award-winning podcast, "The Earn & Invest Podcast," and his book "Taking Stock." The book focuses on using financial independence for a regret-free life, drawing from hospice patients' insights. 

Doc G encourages saving with purpose, considering life's unpredictability, and preparing for end-of-life scenarios both medically and financially. He also highlights the importance of leaving a lasting legacy beyond just financial wealth.

Learn more about Doc G:

Doc G, born in 1973 in Evanston, Illinois, has emerged as an influential voice in the intersection of medicine and personal finance. His journey began with a deep-rooted passion for medicine, leading him to Northwestern University where he earned his medical degree. This path initially took him into the world of internal medicine, a field where he excelled and built a successful career.

However, facing the common challenge of professional burnout, Doc G embarked on a transformative journey that extended beyond the hospital walls. He found a new calling in hospice palliative care, a specialty that brought him closer to the human aspects of medicine and the profound experiences at the end of life.

Parallel to his medical career, Doc G developed a keen interest in financial independence. This pursuit was driven by a desire to balance financial security with a life rich in experiences and purpose. His quest for financial wisdom was not just about wealth accumulation but about finding harmony between fiscal responsibility and a meaningful existence.

Doc G's combined expertise in medicine and finance materialized in his acclaimed book, "Taking Stock: A Hospice Doctor's Advice on Financial Independence, Building Wealth, and Living a Regret-Free Life." The book has resonated with a broad audience, offering valuable insights into aligning financial ambitions with life’s deeper goals.

In addition to his literary contributions, Doc G is the brains behind the "The Earn & Invest" podcast. This award-winning platform showcases his insights on financial independence, earning him recognition including the Plutus Award for Best New Personal Finance Podcast in 2019 and a nomination for Best Personal Finance Podcast in 2020.

Doc G’s unique blend of medical and financial acumen has made him a prominent figure in the personal finance community. He advocates for a holistic approach to wealth, emphasizing its role as a means to a fulfilling, regret-free life rather than an end in itself.

Currently serving as the Associate Medical Director at Journey Care Hospice, Doc G continues to make a profound impact in the medical field. Simultaneously, he guides individuals towards financial literacy and independence, inspiring them to embrace a balanced, purpose-driven life.

Looking for something specific? Here you go:

[00:00:00] Introduction of Dr. Jordan Grumet

[00:01:00] Discussion on "Taking Stock" book

[00:02:00] Transition from internal medicine to hospice care

[00:03:00] Financial independence journey

[00:04:00] Motivation behind choosing medicine

[00:05:00] Finding purpose beyond medicine

[00:06:00] Balancing personal finance and joy

[00:07:00] Insights from hospice patients

[00:08:00] Bridging finance and life's purpose

[00:09:00] Regrets of hospice patients

[00:10:00] Concept of enough in finance

[00:11:00] Life planning for end of life scenarios

[00:12:00] Exploring different paths to financial independence

[00:13:00] Importance of subtracting unwanted aspects of life

[00:14:00] The joy of addition in life planning

[00:15:00] Balancing spending today vs. saving for tomorrow

[00:16:00] Concept of coast fire

[00:17:00] The legacy of purpose and joy

[00:18:00] Financial planning and legacy documents

[00:19:00] Different approaches to financial independence

[00:20:00] The art of subtraction in financial strategy

[00:21:00] Emphasizing life experiences over financial gain

[00:22:00] Financial independence as a tool for purposeful living

[00:23:00] Addressing financial planning for end-of-life scenarios

[00:24:00] The importance of legacy beyond money

[00:25:00] Medical and financial legacy documents

[00:26:00] Creating a legacy through purposeful engagement

[00:27:00] Balancing saving and spending for a meaningful life

[00:28:00] Reflecting on personal financial journey and legacy

[00:29:00] Navigating life's financial and emotional complexities

[00:30:00] Prioritizing purpose, identity, and connections

[00:31:00] The role of finances in life planning

[00:32:00] Assessing personal fears and financial goals

[00:33:00] Finding balance in financial decisions

[00:34:00] Exploring alternative paths to financial independence

[00:35:00] Embracing affordable travel and life experiences

[00:36:00] Connecting with Dr. Grumet and resources

[00:37:00] Conclusion and final thoughts

This episode is sponsored by 

PearsonRavitz– helping physicians safeguard their most valuable assets. 

If you enjoyed the show, find and follow Dr. Disha everywhere else:

Twitter

Website

Facebook

The Frugal Physicians Facebook Group

YouTube (Coming Soon!)

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Please note: The content shared on the podcast is for informational purposes only and should not be considered individualized financial advice. It is essential to consult with professionals such as accountants, financial advisors, or attorneys to receive personalized guidance based on your specific needs.