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 y ...
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Mortgage Minute - Wet Sign Loan Docs the Day of Closing
3:57
3:57
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In this episode of Mortgage Minute with Doug Crouse from BMO Bank, discusses the importance of planning ahead if you can't attend your closing in person. Learn about the necessity of arranging mobile notary services or using a power of attorney well before your closing date. Discover why most lenders require wet signatures and the need for advance …
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In this episode of Mortgage Minute, host Doug Crouse from BMO Bank discusses potential future changes that may impact mortgage availability, especially for out-of-footprint states on the East Coast. He suggests that opening a free checking account with BMO could help preserve your banking options if such changes occur. Plus, don’t forget to reach o…
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A Physician’s Guide to Wealth - 5 Crucial 2024 Real Estate Trends for Physicians Who Want to Get Their Dream House
44:06
44:06
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44:06
In this episode of "A Life Well Lived: A Physician’s Guide to Wealth Masterclass," host James Nutter welcomes Darlene Dresch, a prominent real estate expert, for an in-depth discussion on the 2024 real estate trends for physicians. They explore critical financial aspects and market dynamics that physicians need to know when securing their dream hom…
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A Physician’s Guide to Wealth - Physician PSLF Hacks Checklist
44:58
44:58
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In this episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter provides a comprehensive checklist for pursuing Public Service Loan Forgiveness (PSLF) for physicians. He breaks down the steps to understanding the requirements, confirming if PSLF is right for you, getting organized and doing it consistently, building a contingenc…
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Grand Rounds - Bring innovators, investors and consultants together with Dr. Niki Kennedy of Arbor Hive
18:28
18:28
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Dr. Niki Kennedy started out as a biomedical engineer, but then became a vascular surgeon. Her passion is bringing people together to advance medical technology and make healthcare better. She founded Arbor Hive, which is a network of physicians, allied health professionals, business owners, investors, engineers and others who come together to make…
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Mortgage Minute - The Ultimate Guide to BMO's Rate Modification: Cost-Effective Solutions for Your Mortgage
7:59
7:59
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Welcome to this episode of Mortgage Minute with Doug Crouse! Today, we dive into BMO's Rate Modification Program, a cost-effective alternative to traditional refinancing. Learn how you can save money by modifying your loan rate without incurring the high costs of a new appraisal, title work, and lender fees. Discover the benefits of a flat fee stru…
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Mortgage Minute - Refinancing: Does It Make Sense
5:43
5:43
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In this episode of the Mortgage Minute, host Doug Crouse from BMO Bank discusses the potential upcoming rate cuts by the Fed and the impact on refinancing decisions. Doug warns against hasty refinancing based on lender hype and emphasizes the importance of evaluating if refinancing truly benefits you. He advises considering factors like loan size, …
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Coffee & Contracts - Contract Diagnostics Q&A: Hiring PAs, Nurse Practitioners, and Handling Contract Transitions
11:26
11:26
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Join us for a comprehensive Q&A session at Contract Diagnostics, where we address crucial questions about hiring PAs and nurse practitioners, navigating private practice contracts, and negotiating terms during transitions. Discover expert advice on salaries, benefits, and making informed decisions about your medical career. Jon invites individuals …
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A Physician’s Guide to Wealth - Financial Wellness 101: Goals to Ignite Your Soul
26:57
26:57
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In this insightful episode of "The Life Well Lived: A Physician's Guide to Financial Wellness," host James Nutter continues his compelling Financial Wellness 101 series. Designed to help physicians take control of their finances and, by extension, their lives, this episode dives into the significance of setting a clear, value-driven vision for fina…
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A Physician’s Guide to Wealth - Financial Wellness 101: 7 Part Meaningful Goal Setting
15:39
15:39
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In this episode of "The Life Well Lived, a Physician's Guide to Wealth," host James Nutter dives into the final stages of the Financial Wellness 101 series. Over the summer, James has guided listeners through numerous areas of financial wellness, addressing key aspects such as financial vitals, free cash flows, values workshops, and time audits. No…
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Grand Rounds - Enjoying the journey with Dr. Jimmy Turner
37:33
37:33
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Physician philosopher, author, anesthesiologist and host of Money Meets Medicine podcast Dr. Jimmy Turner joins us today to talk about how enjoying the journey can help a physician maintain and achieve happiness both personally and professionally. Although it is important to plan for the future, it is also important to live in the present. Being in…
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A Physician’s Guide to Wealth - Financial Wellness 101: What's Your ROI on Your Time?
12:45
12:45
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Financial Wellness 101 series, James helps listeners understand the monetary value of their time and how it directly influences their financial success and overall well-being. James begins by highlighting the importance of recognizing time as the most valuable resource. He encourages listeners to evaluate where their time is being spent and to cons…
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A Physician’s Guide to Wealth - Physician 1099 Deduction Hacks Masterclass: Deductions You Don’t Know You’re Missing That Could Cost You Thousands
1:05:04
1:05:04
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Financial planners James Nutter and Jeff McPherson, alongside CPA Matt Barczak, dive deep into crucial tax deduction strategies for 1099 physicians. They explore vehicle deductions, employing family members, and maximizing retirement plan contributions. The session offers essential insights into effective financial planning, including the Augusta r…
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Coffee & Contracts - Your Questions Answered: Anesthesia Trends, CRNA Data, and Salary Adjustments
8:12
8:12
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In this episode, we dive into the most pressing questions from our audience about medical compensation trends, including regional comparisons between anesthesiologists and CRNAs, the impact of inflation on RVUs, and the benefits of including annual salary increases. Join us as we provide concise answers and insights into how various medical special…
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Mortgage Minute - Unlocking Financial Resources: Business Loans, Car Loans, and Home Equity Insights
2:16
2:16
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Join Doug Crouse on the Mortgage Minute as he discusses how he can connect you with the right resources for business loans, car loans, and home equity lines of credit. While not directly related to mortgage services, Doug is here to point you to the experts at BMO who can help with your financial needs. Plus, get details on how to receive a free co…
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Mortgage Minute - Can I Have 2 Doctor Loans?
5:22
5:22
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5:22
In this episode of Mortgage Minute, Doug from BMO Bank clarifies common misconceptions about doctor loans, including the possibility of having multiple loans, equity requirements, and how different banks, like BMO, handle these loans for physicians. He also addresses rules for buying second homes and investment properties with doctor loans. Plus, d…
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Grand Rounds - AI medical scribing with Erez Druk and Dr. Gabi Meckler
19:58
19:58
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19:58
Many physicians are now using AI medical scribes to take notes during appointments. It allows doctors to truly interact with their patients while at the same time making them more efficient and notes more detailed. Freed founder Erez Druk and his wife Dr. Gabi Meckler join us today to talk about the inspiration for Freed, how it works, the cost for…
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Mortgage Minute - Interest Rates: Par vs. Discount
7:12
7:12
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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. This week on Mortgage Minute, Doug Crouse from BMO Bank explains the difference betwe…
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Coffee & Contracts - PTO and Employer Policy
6:42
6:42
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6:42
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. Jon discusses how to maximize vacation time and navigate employer leave policies. He …
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A Physician’s Guide to Wealth - Financial Wellness 101: Values: Audit Your Time
12:29
12:29
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12:29
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. In this episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter e…
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A Physician’s Guide to Wealth - Financial Wellness 101: Begin with A Life Well Lived in Mind
14:16
14:16
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14:16
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. James Nutter from IM Wealth navigates the "Life Well Lived" series, focusing on align…
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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. Welcome back to the Mortgage Minute with Doug Crouse from BMO Bank! In this episode, …
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Grand Rounds - Tax Strategies for Physicians with Alexis Gallati
23:19
23:19
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23:19
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. Alexis Gallati is the owner of Cerebral Tax Advisors and author of Advanced Tax Strat…
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A Physician’s Guide to Wealth - Financial Wellness 101: Trust Your Gut!
20:47
20:47
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20:47
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. James Nutter continues the Financial Wellness 101 series on "Life Well Lived." This e…
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Mortgage Minute - Real Estate Contracts: What Not to Include
5:10
5:10
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5:10
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. In this episode of Mortgage Minute, Doug Crouse of BMO Bank shares essential tips on …
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