A Physician’s Guide to Wealth - 4 Questions to Help You Navigate Your Wealth Journey

This episode is brought to you by Equity Multiple. Dedicated to assisting physicians in simplifying their investment journey, Equity Multiple enables passive investment in vetted, professionally managed commercial real estate. Learn more at www.equitymultiple.com.

James Nutter dives into whether you need a financial advisor by introducing a four-step "value equation" inspired by Alex Hermozi. James emphasizes the importance of assessing your dream financial outcomes, your confidence in achieving them alone, the efforts and sacrifices required, and the time it might take. By reflecting on these aspects, you'll gain clarity on whether professional financial help is right for you.

The episode also touches on the benefits of having specialized coaches for various aspects of life such as fitness and nutrition, comparing self-managed approaches to professional guidance.

If you have any feedback or topics you would like covered, please email James at james@iamwealth.com

Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.