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A Physician’s Guide to Wealth - 4 Questions to Help You Navigate Your Wealth Journey

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Manage episode 424528182 series 2483498
Content provided by Dr. Tammy Crouse and Financial Residency Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Tammy Crouse and Financial Residency Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 dives into whether you need a financial advisor by introducing a four-step "value equation" inspired by Alex Hermozi. James emphasizes the importance of assessing your dream financial outcomes, your confidence in achieving them alone, the efforts and sacrifices required, and the time it might take. By reflecting on these aspects, you'll gain clarity on whether professional financial help is right for you.

The episode also touches on the benefits of having specialized coaches for various aspects of life such as fitness and nutrition, comparing self-managed approaches to professional guidance.

If you have any feedback or topics you would like covered, please email James at james@iamwealth.com

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

  continue reading

898 episodes

Artwork
iconShare
 
Manage episode 424528182 series 2483498
Content provided by Dr. Tammy Crouse and Financial Residency Network. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Dr. Tammy Crouse and Financial Residency Network or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

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 dives into whether you need a financial advisor by introducing a four-step "value equation" inspired by Alex Hermozi. James emphasizes the importance of assessing your dream financial outcomes, your confidence in achieving them alone, the efforts and sacrifices required, and the time it might take. By reflecting on these aspects, you'll gain clarity on whether professional financial help is right for you.

The episode also touches on the benefits of having specialized coaches for various aspects of life such as fitness and nutrition, comparing self-managed approaches to professional guidance.

If you have any feedback or topics you would like covered, please email James at james@iamwealth.com

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.

  continue reading

898 episodes

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