Financial Residency is a podcast devoted to helping you become more confident in your finances. Part of this process is working with people who enjoy helping physicians as much as we do!

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 to 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: Create Your Financial Plan Without The Long Hours Or Sleepless Nights

Ever wonder what it would take to design the life you want on your own terms? What’s missing is a bit of perseverance, elbow grease, and *cough, cough*… a financial plan. But Ryan, it takes thousands of dollars to hire a financial planner to pull together the numbers, charts, and that dreaded b-word! Well, it does for some, but you can do it for under $25 bucks. My wife, Taylor, a pediatric pulmonologist, will show you how at the cost of a book. Grab a copy on Amazon and watch your ideal life come to life before your own eyes.

Want to be super cool? Be sure to leave a verified purchase review to help other physicians live the life of their dreams too. 

Financial Residency: Create Your Financial Plan Without The Long Hours Or Sleepless Nights

Physician Wealth Services

Physician Wealth Services

Physician Wealth Services (PWS) is a fee-only financial planning firm devoted to the financial well-being of physicians. Ryan Inman, founder of PWS, developed a sense of responsibility to help physicians with their financial goals after witnessing how vulnerable his wife was to poor financial advice during residency. He was shocked at how many advisors tried to take advantage of her and her peers.

Ryan started PWS as a fee-only practice so he could work exclusively with physicians who could truly benefit from unbiased, quality financial advice. Working with Ryan is simple and transparent. There are no assets under management (AUM) fees, no products being sold or commissions being paid out. Everything is included for a flat monthly fee, the way it should be.

Ryan helps physicians create lives they love using the resources they have. To help them feel in control of their money, in the same way you make a patient feel better about their health. You may also recognize Ryan as the Creator and Host of the Financial Residency Podcast, a free resource to help increase financial literacy (and also the reason why you’re here!)


Recommended Resources

Enzo Multifamily

A recommended resource by Financial Residency

Enzo Multifamily owns and operates multifamily apartment complexes in growth markets, creating window of opportunity investments with mitigated risk. Its purpose apart from real estate, in of itself, derives from helping others gain financial independence through real estate. They provide investors with unique real estate opportunities to confidently gain double-digit returns. In 2017, Enzo added 1,000+ units and $100M+ in assets to its portfolio. Their track record allows them to obtain nonrecourse financing; leveraging debt with creative strategies to increase investor return and decrease risk.

Maintaining strong relationships with elite brokers, lenders, and investors alike, they live by these principles:

Integrity at its Core. Transparency. Exceptional Service. Hustle and Exceed Expectations.

Physician Financial Services

A recommended resource by Financial Residency is Physician Financial Services Owned by Larry B. Keller

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.



Physician Contract Review - Resolve

Resolve takes the guesswork out of finding the best physician contract attorney for your career. Our experience reviewing and negotiating physician contracts from every specialty, in every state and with every major health system creates untold value for our doctors – and is why we are #1 rated by Physicians.

Resolve’s team will analyze your contract, interpret complicated clauses, address missing needs or unfair clauses and compare your offer to other physicians in your specialty using both internal data and data from the nation’s largest physician compensation survey. 

If you need: 

  • Flat-rate pricing, with no additional or hidden attorney fees
  • Flexible consultations with your lawyer to better fit your busy schedule
  • Access to custom data sets so you know you are being treated fairly

View Contract Review Packages Here.


Not everyone should refinance their student debt, but if you already know that you should, you need to check your rates at Credible. They are an industry leader in providing quotes for best rates on federal and private student debt. After analyzing tens of millions of dollars in student loan debt for clients, I have known Credible to be the best when it comes to comparing the best rates as well as customer service. So if you’re looking for the best place to compare options in 2 minutes with no credit check, I recommend Credible.

Other Resources: Links, Tools, and Good Reads!

Hey, we’re learning just like you. Here are some of our FAVORITE blogs and books!


Dr. Cory Fawcett, Founder of Prescription of Financial Success

Dr. Cory Fawcett, medical practice, doctor, starting a practice



DOCTORS GUIDE TO DR. CORY S. FAWCETT Real Estate Investing for Busy Professionals (Who Don’t Think Real Estate Is for Them)


Dr. David Draghinas, Host of the Doctors Unbound Podcast 

The Doctors Unbound Podcast is hosted by a good friend of mine, Dr. David Draghinas. I’ve listened to his show for as long as it’s been online. His podcast is about helping physicians see the opportunities outside of their normal clinical roles by bringing on guests who are already living their lives to their fullest. With guests ranging from physician entrepreneurs, investors, writers, artists, and social media experts, we get first-hand insight into what it truly means for doctors to live unbound.

podcasts for doctors, doctor, side gigs, passion projects


Dr. John Jurica, Host of Physician NonClinical Careers Podcast

podcasts for doctors, doctor, side gigs, passion projects


The Physician Philosopher, Author of The Physician Philosopher’s Guide To Personal Finance

James D. Turner, The Physician Philosopher, personal finances


Are you interested in generating an income through cashflowing real estate properties? This physician power couple, Leti and Kenji of Semi-Retired MD, share their most intimate secrets on how they’ve achieved FAST FIRE with real estate. Join in on their course Zero to Freedom Through Cashflowing Properties. Go here to sign up! 


Get Help With Your Physician Mortgage Loan

You want to buy a home but a little lost on where to begin? Don’t worry, we’ve vetted some of the best. They’re below!

Doug Crouse with UMBDoug Crouse, Mortgage Loan Officer | UMB Bank

Whether it’s your first home, a refinancing project or looking for the next home upgrade, Doug is focused on making a real and lasting difference. That’s why he takes the time to understand each of his clients’ unique home buying needs (as he has with my very own physician family).

Contact Doug by visiting this link


US Bank physician loanJonathan C. Brozek, Mortgage Loan Officer | U.S. Bank | NMLS# 850168

Equal Housing Lender

Contact for available states. 

Contact Jonathan by visiting this link or call (916) 788-7982



Mike Fitzmeyer - SunTrust (Truist)Mike Fitzmeyer, Sales Manager/V.P. | SunTrust (now Truist)

States: AR, MS, AL, GA, FL, SC, NC, TN, KY, IN, OH, WV, VA, MD, DC, DE, PA, NJ, TX

Mike Fitzmeyer of SunTrust (now Truist) understands the mortgage business. He is a seasoned professional with over 27 years of experience with a specific focus on Doctor Mortgage financing.  Mike understands the needs of the Physician community and will tailor a mortgage solution for each client’s individual needs and financial plan. Mike and SunTrust (now Truist) have tremendous Doctor Mortgage experience and have flexibility in dealing with different situations in order to customize a mortgage solution for each client.   

Contact Mike today to get the best service for your next home purchase or refinance need


Jim Webster - Fulton Mortgage

Jim Webster, Senior Mortgage Loan Officer | Fulton Mortgage Company

States: MD, DC, VA, PA, DE, NJ

Jim has originated over 1,000 loans totaling almost one billion dollars in residential financing, mainly because of his ability to build referral relationships with business partners who are extremely driven to deliver exceptional results. His main priority is putting our physician friends and family first by supporting you as you apply for their 100% no down payment, no mortgage insurance portfolio loan product. 

Work with Jim by contacting him at


Recommended Resources - TD Bank - Neil SurgenorNeil Surgenor, Physician Loan Specialist | TD Bank, N.A. (NMLS ID 372700)

States: CT, DC, DE, FL, MA, MD, ME, NC, NH, NJ, NY, PA, RI, SC, VA, VT

For years, Neil has been helping physicians, surgeons and dentists achieve their dreams of homeownership.  From start to finish, he can help guide you through the process.  Beginning with our mortgage comparison tool to determine your options, to painlessly uploading your documents digitally, Neil will be there to assist and guide you during the entire process.  Whether you’re a first-time homebuyer, looking to purchase a second home or purchase an investment property, TD Bank, N.A. has solutions designed for Doctors and an efficient process that makes getting a mortgage easier.

Connect with Neil by visiting this link or by phone (212) 933-9900 or email:


Mark A. Fitzpatrick - Fifth Third Bank

Mark A. Fitzpatrick, Mortgage Loan Originator | Fifth Third Bank

States: OH, FL, GA, IL, IN, KY, MI, NC, TN, WV, SC, WI, PN

Mark A. Fitzpatrick at Fifth Third Bank has been in the mortgage business for the past 26 years and working exclusively with physicians for 14 of those. Knowing that physicians need someone they can rely on, understand their challenges, be accessible/available during their hours, Mark would be with you every step of the way. Mark also knows that straight answers are rarer than ever around regulations and the mortgage process. You’ll need someone like him who can get rid of the jargon and still keep your dream of buying (or refinancing) your home alive.

Find out how great Mark is by reaching out here:


Arvest Lending Jared Bahr

Jared Bahr, VP Mortgage Lending Supervisor | Arvest Bank| NMLS# 79571

States: OK, AR

Jared Bahr of Arvest Bank has been in the lending business for over 10 years and has a wealth of experience! He is a master of navigating the underwriting process having seen almost every type of contract while closing thousands of doctor home loans. A loan with Arvest (and Jared) not only gets you a physician loan, but it automatically qualifies Jared’s clients for private banking! Simply put, all services provided by the bank are free and offer better interest rates on consumer loans (credit cards, car loans, etc). With three kids himself, Jared understands the importance of finding your dream home while being able to focus on what matters most: your family and career. On weekends, Jared can be found cheering on the Kansas City Chiefs with his three brothers or enjoying time with his family. 

Contact Jared today to find the right loan for your dream home!