In this week’s solo episode of A Life Well Lived: A Physician’s Guide to Wealth, James Nutter continues the Financial Wellness 101 series—helping you bridge the gap between planning and living.

After exploring your financial vitals, free cash flow, time audits, and values, today’s focus is on Vision 101: a seven-step goal-setting framework that connects your finances to what truly matters. James discusses how vision gives direction, courage, and confidence—offering guardrails to stay on track even when life throws a curveball.

Drawing from timeless wisdom, real-world coaching experience, and personal stories, James shows how to set meaningful, values-driven goals and stay persistent through accountability and visualization. He also challenges the “live like a resident” mindset, reminding listeners that true financial freedom means balancing future planning with present living.

This episode isn’t just about creating goals—it’s about crafting a life of intention, fulfillment, and freedom.

What You’ll Learn in This Episode

• Why vision and planning create freedom, not restriction
• How to align goals with your core values and money “love languages”
• The seven-part meaningful goal-setting process used by IM Wealth clients
• The role of visualization and accountability in achieving success
• Why persistence—and not perfection—is the key to momentum
• How to live intentionally now while still planning for the future

Next Steps

📘 Reflect on your core values and how they guide your financial decisions

🖊️ Write down your top three goals for the next 12 months—and share them with someone you trust

🧭 Identify potential obstacles that could derail your progress and how to prepare for them

💭 Visualize achieving your goals—what does it feel like? What changes in your life?

💪 Revisit your financial plan and ensure it supports both your future ambitions and your present joy.

Additional Resources

• Download the PSLF Hacks Checklist
• Book a free financial wellness session with James
• Get access to exclusive physician financial tools at www.imwealth.com
• 1% of IM Wealth’s revenue is dedicated to providing scholarship funds to medical students. Learn more about the Meaningful Journeys Scholarship and how you can join the fight here.
• Learn more about the impact IM Wealth is making in the lives of physicians here.
• Gain FREE immediate access to all of IM Wealth’s exclusive physician financial wellness resources here.

About the Show:

This isn’t just another finance podcast—it’s a movement. We’re challenging the status quo, cutting through the noise, and giving physicians real strategies to take control of their money and their future.

Because true wealth isn’t just about numbers—it’s about freedom.

Find and follow the show on YouTube.

About James Nutter:

James Nutter is on a mission to help physicians reclaim their financial power. With a deep understanding of the unique challenges doctors face, he provides real-world strategies that cut through the noise and lead to lasting financial freedom.

Follow James on Instagram.

Disclaimer

The opinions expressed in this podcast are for informational and educational purposes only and do not constitute financial, legal, or tax advice. Any financial decisions should be made in the context of your unique circumstances and in partnership with a trusted financial advisor who understands your personal plan.

A Physician’s Guide to Wealth Podcast — Brought to you by IM Wealth: Helping physicians take control of their money so they can live a purposeful life.

For more resources, visit IMWealth.com.

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