Financial Residency is a podcast devoted to helping you become more confident in your finances. Part of our process is working with people who enjoy serving as much as we do, and ultimately help us achieve our goal.
From time to time, we vet the businesses and experts we love working with. And because you are at the heart of our show, we thought it was fair to provide you with a recommended list of resources we’d go to bat for. Feel free to look through the list. If you found a good fit, we want to know about it.
Thank you for allowing Financial Residency be with you on your financial journey. If you haven’t already, be sure to check out our latest episodes and become more confident in your finances!
Financial Residency’s Recommended Resources
Curbside Real Estate is a free real estate concierge service created for physicians, by physicians. After struggling through his first home purchase, Dr. Peter Kim founded Curbside Real Estate to address physician-specific issues encountered during the home buying process. In addition to providing news and information, Curbside Real Estate is your physician-led “curbside consult” for physician home loans, expert real estate agents, relocation, and everything in between. Whether you’re securing your first home loan, just beginning your home search, or you’re not sure where to start, Curbside Real Estate can help you navigate the home buying process confidently and efficiently, saving you valuable time and money.
Shopping for your dream home can be exciting but stressful, and most of us don’t have the time or bandwidth to hunt down the many financial and real estate resources available to physicians.
Lawrence B. Keller, CFP®, CLU®, ChFC®, RHU®, LUTCF has been in the insurance and financial services industry since 1990. Unlike medicine, which has a standardized path that physicians must take to gain the education, training and experience requirements necessary to obtain board certification, the insurance and financial services industry does not.
Working with an agent that is familiar with the underwriting of both disability and life insurance policies for physicians can all but guarantee a smooth underwriting process in which the desired outcome is likely.
While he might not be a doctor’s first phone call regarding their insurance needs, he is often their last.