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
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!)
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.
Purchasing a home is one of the largest financial decisions your family will ever make, so knowing your options is a critical step to take. Navigating this space on one’s own can be detrimental to the overall financial position for some. However unfortunate that is, you don’t have to make the same mistake nor come up with reasons for why a having a home isn’t in the cards.
As a highly experienced and diversified mortgage loan originator, Doug Crouse is ready to work day-in and day-out to help you solve your home financing needs.
Having begun his mortgage career in 1999, Doug has helped thousands of borrowers find the homes of their dreams. Whether it’s their first home, a refinancing project or looking for the next home upgrade, his team is focused on helping all buyers. That’s why he takes the time to understand their unique needs, and provides solutions to make their buying process smooth from start to finish.
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.
Enzo Multifamily owns and operates multifamily apartment complexes in growth markets, creating window opportunity investments with mitigated risk. Its purpose apart from real estate, in of itself, derives from helping others to 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.