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!
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.
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.
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
NEW BOOK ALERT FROM DR. FAWCETT!
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.
Dr. John Jurica, Host of Physician NonClinical Careers Podcast
The Physician Philosopher, Author of The Physician Philosopher’s Guide To Personal Finance
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!
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.
Equal Housing Lender
Contact for available states.
Contact Jonathan by visiting this link or call (916) 788-7982
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 financialresidency.com/truist
Neil 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.
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: www.financialresidency.com/53