Best Physician Wealth Systems Podcasts (2025)

1
S3 E36 Bank On Yourself: How to Finance Real Estate & Investments Without Banks or Debt with Mark Willis 26:28

5h ago26:28

26:28

Send us a text In this conversation, Mark Willis, a certified financial planner and author, discusses the challenges of traditional wealth-building strategies and introduces the 'Bank on Yourself' philosophy. He emphasizes the importance of understanding the true costs of investing and the misconceptions surrounding wealth accumulation. Mark advoca…

1
Episode 154: Roth Conversions, Backdoor Roth IRA, and the Mega Backdoor Roth Strategy 15:20

1d ago15:20

15:20

More people are familiar with the Backdoor Roth IRA strategy but there is also a Mega Backdoor Roth Strategy. While the Backdoor Roth Strategy is available to the majority of people, the Mega Backdoor Roth Strategy is more limited since it depends on how your employer sponsored retirement plan, whether it’s a 401(k), 403(b) or 401(a), is set up. In…

1
Ep #237: Comfortably Stuck: How "The System" Keeps High Earners From Building Wealth 14:36

2d ago14:36

14:36

Today, we're going to dive into a mindset shift that every high-earning professional needs to hear, especially our ER doc families making strong incomes. It's tempting to think that a $400K household is financially invincible. But the truth is: the system isn't designed to make you wealthy. It's designed to keep you comfortable. And comfortable, if…

1
S3 E35 Real Estate on Your Terms: Smarter Investing for Physicians & High Earners with Zachary Beach 31:28

2d ago31:28

31:28

Send us a text In this conversation, Zachary Beach discusses his journey from bartending and personal training to becoming a successful real estate entrepreneur. He emphasizes the importance of creative financing in real estate, especially in the current market with high interest rates and distressed properties. Zach shares insights on how busy pro…

1
Ep10: 5 Mistakes 1099 Physicians Don’t Know They're Making That Could Cost Them Thousands in Retirement Savings 57:40

4d ago57:40

57:40

Money is the number one source of stress for most American families—and physicians are no exception. In this candid, educational, and downright entertaining episode, host James Nutter teams up with CPA Matt Barczak and CFP Jeff McPherson to reveal the five most common and costly financial mistakes physicians make. Whether you're a W2 doc, locums, o…

1
Rethinking Purpose: Why Chasing Big Goals Might Be Making You Miserable with Jordan Grumet 1:05:13

4d ago1:05:13

1:05:13

What if the relentless chase for big goals is actually what’s making you feel unfulfilled? In this episode, hospice physician and author Jordan Grumet shares what he’s learned from those at the end of life—and why our culture’s definition of purpose may be all wrong. Instead of striving for impact, Jordan invites us to focus on the simple, joyful a…

1
S3 E34 Delayed Gratification & Smart Investing: What Doctors Need to Know with Dr. Chris Massey 26:18

6d ago26:18

26:18

Send us a text In this conversation, Chris Massey, an interventional pain management specialist, shares insights into his medical career journey and the importance of balancing professional growth with financial success. He discusses the challenges of delayed gratification in the medical field, the value of learning from financial blogs, and his ex…

1
Episode 153: How to Choose a Good Index Fund 23:46

8d ago23:46

23:46

Index fund investing is the best way to invest in the stock market. It has low fees, is tax efficent, and hands off while providing better returns over a 10 year period compared to 90% of actively managed mutual funds. However, not all index funds are created equal. There are index funds that have relatively high expenses and high turnover leading …

1
Ep #236: Pay Off Debt or Invest? The Math May Surprise You 22:51

9d ago22:51

22:51

This episode is going to get technical — so if you’re not ready to get lost in the math and mechanics of debt, investments, and balance sheet risk, you’ve been warned. But for high earners like ER docs, these seemingly small decisions — like whether to pay down a mortgage early or redirect that cash flow into investments — can have six- or even sev…

1
S3 E33 The Psychology of Success: Grit, Business & Wealth with Dr. Brook Choulet 27:38

9d ago27:38

27:38

Send us a text In this conversation, Dr. Brook Choulet shares her journey into sports psychiatry, discussing the importance of mental performance in athletics and the mindset required for success. She emphasizes the significance of resilience, goal setting, and defining personal success, while also addressing the financial aspects of being a physic…

1
Ep9: Financial Advisors Exposed: Fiduciary vs. Suitable Advisors - Know Who to Trus 18:10

11d ago18:10

18:10

When I first started learning about personal finance, I didn’t know what I didn’t know. I thought finding help was simple — ask around, get a referral, and trust the person with the right certifications. But what I didn't realize back then — and what so many physicians still don’t realize — is that not all financial advisors are built the same. Som…

1
S3 E32 Physicians & Financial Freedom: Why You Should Start Investing Early with Snehal Sonawane 27:31

13d ago27:31

27:31

Send us a text In this conversation, Snehal Sonawane shares her inspiring journey from a small town in India to becoming a leader in digital pathology and AI in the United States. She discusses her experiences in medicine, the importance of financial independence, and her interest in real estate investing. Snehal emphasizes the need for physicians …

1
Episode 152: Saving (and Investing) Rate for Retirement 18:44

17d ago18:44

18:44

You may have heard recommendations that range anywhere between 10% and 50% when it comes to how much of your income to save for retirement. I often recommend saving a min of 20% of gross income to physicians who plan to invest primarily in stock and bond index funds. How do you know what saving rate you need in your situation? What it comes down to…

1
Ep #235: Twitchy Markets & Tariff Shock: The Biggest Market Swing in History 20:26

18d ago20:26

20:26

Markets just experienced one of the most dramatic intraday reversals in history — and at the center of it all? Tariffs. In this episode, we dive into how sudden trade policy shifts, particularly around President Trump’s tariff announcements, are sending shockwaves through investor sentiment and market pricing. We’ll break down what tariffs actually…

1
S3 E31 Go Long or Go Home: How Long Yards is Revolutionizing Contractor Storage with Chris Long 24:18

16d ago24:18

24:18

Send us a text In this conversation, Chris Long shares his journey from being a carpenter in Canada to creating Long Yards, a unique storage solution for contractors. He discusses the challenges of finding secure storage space, the innovative partnership model he has developed, and the lessons learned from expanding his business internationally. Ch…

1
Ep8: Financial Advisors Exposed — 7 Steps to Hiring the Right Advisory Team 27:48

18d ago27:48

27:48

In a re-released and highly relevant episode, James Nutter exposes the hidden realities of the financial advisory world. Drawing from his experience and past features on the Financial Residency Podcast, he outlines 7 key steps every physician should follow when hiring a financial advisor. You'll learn why not all financial advisors are created equa…

1
S3 E30 Medical Office Space: Turning a Practice Expense into Passive Income with Dr. Mitra Sadhu 25:43

20d ago25:43

25:43

Send us a text In this conversation, Dr. Mitra Sadhu discusses her journey as a nephrologist in private practice, the challenges faced in the healthcare industry, and her innovative approach to managing overhead costs. She shares insights on the importance of virtual assistants in healthcare, her new venture LinkMedicalSpaces.com, and how it aims t…

1
Healthcare is Unstable, and So Are We 29:18

23d ago29:18

29:18

In our debut episode, meet your hosts—two ER doctors turned health policy nerds—who are fed up with pretending everything’s fine in healthcare when it’s clearly… not. From government chaos to moral injury in medicine, we kick off with a candid (and sometimes hilarious) look at why the system feels broken and what inspired us to start this podcast. …

1
Episode 151: The How of Happiness Practicing Acts of Kindness 8:18

23d ago8:18

8:18

In the book, The How of Happiness, Dr. Sonja Lynbomirsky outlines 12 activities to increase overall happiness by shifting one's baseline. For 2025, each month will have an episode that talks about activities that can help increase happiness by adjusting that baseline upwards. This month’s episode is about Practicing Acts of Kindness. Tune in to lea…

1
Ep #234: The Real Tax Hack? Making April 15 Boring 18:11

25d ago18:11

18:11

Today is what most people call the “tax deadline” — but that term is more misleading than helpful. In reality, April 15 is less of a final cutoff and more of a decision point: you either file your return or file for an extension. In this episode, we’ll walk through why the panic surrounding this date is often unnecessary, especially for those with …

1
S3 E29 Celebrating Zero: Financial Strategies for Early-Career Physicians with Dr. Jack Bulat 35:10

23d ago35:10

35:10

Send us a text Dr. Jack Bulat shares his journey as a new physician specializing in anesthesiology and pain management. He discusses the challenges of transitioning from training to practice, the importance of financial planning, and the considerations of investing in real estate. Dr. Bulat emphasizes the need to align financial decisions with pers…

1
Ep7: Financial Advisors Exposed—5 Shocking Ways Advisors Get Paid 27:12

25d ago27:12

27:12

James Nutter pulls back the curtain on the murky world of financial advisor compensation, exposing five distinct models — from robo-advisors and commission-based salespeople to fiduciary flat-fee planners. Using relatable metaphors (like leg amputation versus ACL repair), he emphasizes the importance of working with a fiduciary advisor who is legal…

1
S3 E28 Emergency Medicine Meets Tech: How Ivy Clinicians is Changing Physician Job Searches with Dr. Leon Adelman 38:07

27d ago38:07

38:07

Send us a text In this conversation, Leon Adelman shares his journey as an emergency physician and entrepreneur, detailing the creation of Ivy Clinicians, a platform designed to bring transparency to the emergency medicine job market. He discusses the importance of data access for physicians, the disparities in pay within the field, and the entrepr…

1
Episode 150: Staying Invested Even When the Market is Falling 14:10

1M ago14:10

14:10

When you hear about a big drop in the stock market, do you feel uneasy? Do you consider selling your stocks or not investing any more money right now. That you’ll wait until the market starts to recover? If that sounds like you, you need to listen to this podcast episode. I want to encourage you to stay invested. When you deviate from your investme…

1
What AI Can’t Replace - and Why That Matters with WSJ Bestselling Author, Faisal Hoque 1:02:10

1M ago1:02:10

1:02:10

This isn’t another hype-filled tech episode or a doomsday warning about robots taking over. It’s a grounded, human conversation about what we lose when we hand over too much to AI—and how to hold onto what matters most. In this episode, author and technologist Faisal Hoque blends decades of innovation experience with Eastern philosophy to explore s…

1
Ep #233: Match Day & Money: Why Your Financial Future Deserves the Same Strategy 13:42

1M ago13:42

13:42

Match Day is an unforgettable milestone—the moment your medical journey becomes real, and the future you've worked so hard for finally starts to take shape. But what often gets overlooked is how your match decision can deeply impact your financial path. From student loans and cost of living to career opportunities and long-term goals, your choice m…

1
S3 E27 Real Estate & Passive Income: Building Wealth Beyond Borders with Anne-Michelle 25:25

1M ago25:25

25:25

Send us a text In this conversation, Anne-Michelle Wand shares her journey from being a single mom to becoming a successful international real estate investor. She discusses her experiences in Panama, the benefits of passive real estate investing, and the importance of mindset in achieving success. The conversation also covers the challenges and ad…

1
Ep6: How Dr. Lisha Taylor Found Meaning, Balance, and Wealth on Her Own Terms 58:33

1M ago58:33

58:33

What if the pathway to financial peace wasn’t just about earning more—but learning what truly matters to you? In this heartfelt episode of A Life Well Lived, Dr. Lisha Taylor joins James to share the story behind her unique journey from Wall Street dreams to the heart of sports medicine—and how growing up in a money-savvy but value-rooted household…

1
S3 E26 More Money, More Problems: The Financial Reality of Physicians with Dr. Brian Pettiford 30:59

1M ago30:59

30:59

Send us a text In this conversation, Brian L Pettiford shares his experiences in thoracic surgery and the challenges faced by medical professionals in financial planning. He discusses the realities of medical training, the delayed gratification of income, and the importance of seeking financial advice. The conversation also touches on the potential…

1
Episode 149: The 401(a): A Lesser Known Employer Sponsored Retirement Account 16:12

1M ago16:12

16:12

401(a) plans were established with the original tax code in 1954 and have actually been around longer than 401(k) or 403(b) plans. 401(a) plans are generally offered by government agencies, educational institutions and non-profit organizations. Employers can form multiple 401a plans that each have their own distinct eligibility criteria, contributi…

1
Ep #232: Student Loan Uncertainty: Key Updates for ER Doc Borrowers 17:50

1M ago17:50

17:50

Student loans — especially under income-driven repayment (IDR) plans — continue to be one of the most asked-about topics among ER docs. With all the recent changes, pauses, and legal uncertainty, figuring out what to do next has become increasingly difficult. We’re recording this episode to help break down the latest updates, including the major ch…

1
S3 E25 Keep More of What You Earn: Power of Real Estate and Strategic Tax Planning With Anee Gannon 37:58

1M ago37:58

37:58

Send us a text In this conversation, Anne Gannon shares her journey from a passion for golf to becoming a CPA specializing in tax strategies and real estate investing. She discusses the importance of understanding tax implications, effective tax rates, and the challenges faced by investors in today's economic climate. The conversation highlights th…

1
Ep5: The #1 Investment You Can Make 11:27

1M ago11:27

11:27

In this insightful episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter delves into the powerful concept of self-investment as a cornerstone for achieving both financial and personal success. Drawing on examples of high-profile individuals such as Robin Williams and Avicii, Nutter illustrates the pitfalls of financial abundan…

1
S3 E24 Overcoming IRS Challenges and Building Financial Freedom with Carlos Samaniego 35:42

1M ago35:42

35:42

Send us a text In this conversation, Carlos Samaniego shares his journey from the medical field to becoming a tax resolution expert. He discusses his personal experiences with tax issues, the importance of seeking help, and the role of enrolled agents in navigating IRS challenges. The conversation also covers real estate investment strategies, tax …

1
Episode 148: The Alternative Min Tax 13:54

2M ago13:54

13:54

The alternative minimum tax, or AMT, was implemented in 1969 to ensure that all Americans pay their fair share of taxes, and particularly targeted high-income individuals who had a lot of tax deductions. It was originally design to catch those high-income individuals who paid little to no tax but unfortunately, it was not indexed for inflation unti…

1
Brainwashing, Mind Control, and Hyper-Persuasion with Harvard Professor, Rebecca Lemov 38:24

2M ago38:24

38:24

What if brainwashing isn’t just a Cold War relic, but something we’re all quietly experiencing every day? In this episode, Harvard professor and author Rebecca Lemov joins us to unpack the hidden mechanics of mind control—from historical POW camps to the subtle pull of your social media feed. We talk about the concept of “ungrounding,” how it sets …

1
S3 E23 Empowering Physicians: The Intersection of Medicine and Financial Literacy with Dr. Omer Awan 27:43

1M ago27:43

27:43

Send us a text Dr. Omer Awan shares his journey in medicine, emphasizing the importance of education and public health. He discusses the financial literacy challenges faced by physicians, the significance of investing in retirement, and the potential of real estate for passive income. The conversation highlights the need for prioritizing personal p…

1
Ep4: Locums Lowdown—Deductions You Don’t Know You’re Missing That Could Cost You Thousands 1:04:22

2M ago1:04:22

1:04:22

1099 income can open incredible financial opportunities — if you know where to look. In this special edition of A Life Well Lived, James hosts a live IM Wealth Masterclass featuring CPA Matthew Barczak, who partners with over 200 physicians nationwide. Together, they dive deep into the tax strategies most physicians miss — from family payroll hacks…

1
S3 E22 Blending Philanthropy and Financial Independence with Dr. Misker Kassahun Teka 29:28

2M ago29:28

29:28

Send us a text In this conversation, Misker Kassahun Teka shares her journey from being a medical doctor in Ethiopia to pursuing public health in the United States. She discusses the importance of healthcare equity, her experiences in the nonprofit sector, and her evolving understanding of financial literacy and entrepreneurship. Misker emphasizes …

1
Episode 147: Creating Stories to Raise Money-Smart Kids with Dr. Michele Cho-Dorado 25:47

2M ago25:47

25:47

Dr. Michele Cho-Dorado is a Pediatric Gastroenterologist, Medical Director, children’s book author, speaker and founder of Bright Futures EDG. She has developed a children’s book series with a mission to introduce financial literacy to young kids. Her first two books are called “Reach For The Stars” and “Mimi’s Magical Money-Earning Adventure” with…

1
Feed Drop! Money For Couples - 192- We spend 98% of what we make—Where is it all going 18:09

2M ago18:09

18:09

We're sharing a new show we think you'll enjoy! If you ever wonder, “Where is all our money going?”—you’re not alone. In episode 192 of Money For Couples titled, “We spend 98% of what we make—Where is it all going?”, you’ll hear real stories and practical strategies to help you align on finances, stop money fights, and build a shared financial visi…

1
Ep #231: Fear the Market? Why ER Docs Should Invest Anyway 23:51

2M ago23:51

23:51

The market is down, volatility is everywhere, and if you’re feeling uneasy about investing right now—you’re not alone. It can be terrifying to watch your portfolio drop or to commit new money when uncertainty is high. But history has shown that those who stay the course and follow key investing principles come out ahead in the long run. Today, we’r…

1
S3 E21 From ER Doc to CEO: Building a Multi-Million Dollar Medical Device Company with Elizabeth Clayborne 29:26

2M ago29:26

29:26

Send us a text In this conversation, Elizabeth Clayborne shares her journey from being an emergency physician to becoming a startup founder with her innovative product, NasaClip, designed to treat nosebleeds. She discusses the challenges and triumphs of transitioning from medicine to entrepreneurship, the importance of prototyping and market valida…

1
Ep3: The First Step to True Wisdom 10:13

2M ago10:13

10:13

True wisdom—and financial success—starts with self-awareness. James discusses the importance of introspection, referencing Socrates, Aristotle, and personal growth experiences. He shares how his journey of self-discovery transformed his confidence and relationship with money. He encourages listeners to reflect on their past, question their financia…

1
S3 E20 P2 The Power of Medical Retail Real Estate: Investment Strategies with Austin Hair 21:45

2M ago21:45

21:45

Send us a text Austin dives into the complexities of commercial real estate development, from navigating entitlements and zoning approvals to working with multi-site healthcare groups for long-term investment stability. He explains how overleveraging can be dangerous, emphasizing the importance of cash flow-based investing to mitigate risk. Drawing…

1
Don't Let Your Doctor Kill You: How to Beat Physician Arrogance, Corporate Greed and a Broken System with Dr. Erika Schwartz 56:45

2M ago56:45

56:45

Ever wonder why a routine checkup can leave you more anxious than assured? In this episode, we sit down with Dr. Erika Schwartz—author of Don’t Let Your Doctor Kill You—who’s on a mission to dismantle the fear culture in modern medicine. If you’re tired of endless tests and pill-pushing, get ready for real talk about where to draw the line.Think yo…

1
Episode 146: The How of Happiness Avoid Overthinking and Social Comparison 8:35

2M ago8:35

8:35

In the book, The How of Happiness, Dr. Sonja Lynbomirsky outlines 12 activities to increase overall happiness by shifting one's baseline. For 2025, each month will have an episode that talks about activities that can help increase happiness by adjusting that baseline upwards. This month’s episode is about avoiding overthinking and social comparison…

1
Ep #230: The Shrinking IRS: What It Means for Your Taxes 26:18

2M ago26:18

26:18

Big changes are happening at the IRS—thousands of employees are being laid off, and that could mean longer wait times, delayed refunds, and even fewer audits… for now. But does this mean you’re in the clear to take more risks on your taxes? On today’s episode, we’re diving into what these IRS cuts really mean for you, how to stay out of trouble, an…

1
S3 E20 P1 From Ninja Warrior to Real Estate Warrior: A Path to Passive Income with Austin Hair 26:49

2M ago26:49

26:49

Send us a text Austin Hair’s journey is a unique blend of wakeboarding, real estate investment, and entrepreneurial success. He started by using house hacking to create passive income, eventually transitioning into commercial real estate, focusing on healthcare properties. Austin shares his experiences, including learning the value of strategic sit…

1
Ep2: PSLF Hacks—SAVE Plan Threats to PSLF 1:01:20

2M ago1:01:20

1:01:20

This episode of A Life Well Lived: A Physician’s Guide to Wealth features a special recording from a recent Physician Financial Wellness Masterclass. James Nutter dives into the latest developments in Public Service Loan Forgiveness (PSLF) and the SAVE repayment plan, breaking down the key legal and political uncertainties physicians need to be awa…

Podcasts Worth a Listen

Physician Wealth Systems Podcasts

Podcasts Worth a Listen