In this week’s episode of A Life Well Lived: A Physician’s Guide to Wealth, James Nutter continues the Financial Wellness 101 series, moving from “Vision” to action.

After exploring values and the seven-part meaningful goal-setting framework, James dives deeper into how to turn intentions into results. He unpacks how to prioritize what matters most, write goals that are specific and attainable, and set guardrails that keep you moving forward—even when motivation fades.

From the power of visualization and accountability to the importance of persistence and small, consistent wins, James gives physicians a roadmap for aligning their financial plans with the life they actually want to live.

This isn’t just theory—it’s a workshop. Grab your coffee, bring your spouse or partner, and follow along to design the next chapter of your financial wellness journey.

What You’ll Learn in This Episode

• The 7-step meaningful goal-setting framework in action
• How to create specific, measurable, attainable, realistic, and time-bound (SMART) goals
• The importance of prioritizing your top 3–5 “rocks” each quarter
• How to visualize success to stay motivated long-term
• Ways to use the 5-3-1 learning framework to master new financial habits
• How to turn small wins into lasting progress

Next Steps:

📓 Write down your top three goals for the next 12 months and share them with someone who will hold you accountable
💰 Identify the dollar amount and timeline for each goal—get specific
🧭 Rank them in priority order and focus on your top 3–5
🔄 Set “early wins” you can achieve within 30 days to build momentum
🎯 Revisit your plan weekly or monthly and make adjustments

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.