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Doctor Money Matters

Aug 21, 2019

On this episode, my guest is Amy Mecozzi Cho MD, an emergency medicine physician in MN who is passionate about making sure physicians voices are heard, particularly on the issue that is all over the news lately, Surprise (Balance) Billing. This is when the medical group providing the care charges the patient the balance...

Aug 15, 2019

On this episode, my guests are a group of physicians who are in the Direct Primary Care space.

They each have their own practice. Dr. Jessica Edwards is starting a practice in TX. Dr. Mitch Li is starting one in the Chicago area. Dr. Clodagh Ryan has a 2 year old practice also in Chicago and is a veteran and mentor in...

Jun 13, 2019

On this episode, my guest is Nick McCullum of

We talk about dividend investing as a strategy. Everyone likes the idea of passive income and dividends are about as passive as it gets. Money comes in monthly, quarterly, or whatever frequency the company pays it out. Sure there are risks, but over the...

May 9, 2019

On this episode, my guest is Dr. Disha of The Frugal Physician blog. We talked about her journey from being in debt to quickly paying off loans as a primary care physician despite a few financial setbacks. Obviously it is easier to payback loans in a dual high income couple but for many of my listeners, there is only...

Apr 25, 2019

On this episode, my guest is Rick Ferri, CFA, a well known advocate of index fund investing.

  • Passive investing (just using ETFs does not mean passive investing)
  • What to do before you do portfolio construction
    • Accumulation of assets (savings rate first and then portfolio optimization)
    • Living below your means