A Clean Bill of Wealth with Galen Nuttall
Business:Investing
Are you collecting products or do you have a plan?
A lot of physicians I meet have picked up different financial things along the way: investment accounts, insurance products, corporate investment accounts, maybe income properties, and more. There's nothing wrong with this approach, but the two questions I commonly get from physicians after they have gathered a number of these components is:" "does this all fit together?" and "is this all going to get me where I want to go?"
It's kind of like someone dropping a bunch of puzzle pieces on a table but not providing the box to know what the puzzle is supposed to look like.
When doctors at this stage reach out to me, they are concerned that they have either done the wrong thing, not enough of the right thing, or they are unsure as to where they are headed. These are all valid concerns.
What I help them figure out is if a fee-based financial plan would answer these questions. A plan not attached to a product. A plan using data specific to their situation, not based on opinion or hearsay, but hard numbers.
Often times, an unexpected result from this approach is the elimination of FOMO (Fear Of Missing Out). There is no shortage of options when it comes to financial planning in general and there are even more options when someone has a corporation. A solid financial plan not only outlines your goals and what you can be doing to reach them, but also helps let you know what things not to do.
After listening to this episode, if you are left wondering if a fee-based plan would answer your biggest questions, be sure to book a discovery call at this link: https://www.galenhelpsdocs.com/call.
You pick a time that works for you and I'll ask you some questions to help you figure out what your next steps are and if a plan is right for you.
A Female Physician’s Perspective on Personal Finances and Intergenerational Wealth
Coaching for Physicians who feel disconnected from their purpose with Dr. Randy Cook
The Art and Science of Sleeping Better with Sleep Coach Janet Whalen
What to do when the hospital doesn‘t love you back with Dr. Jimmy Turner, The Physician Philosopher
Building Trust and Teamwork in a clinical setting with Michele Hannay
Helping overachievers find clarity and get unstuck from overwhelm with Dr. Annie Gallie
Eletronic Health Records Software That Actually Works with Dr. Sam Gharbi of Arya Health
Beating Burnout and Overcoming Anxiety with Dr. Ana Blake
Ep 21. Launch or Grow Your Side Business with Dr. Dena George
Spend less time charting and more time doing what you love with Dr. Sarah Smith
Enhanced Productivity and the Four Tendencies with Gretchen Rubin
Weight Solutions for Physicians: Take Back Control with Dr. Siobhan Key
Making better money decisions using Behavioural Economics with Dr. Michelle Hilscher
'Fair Play' with NYT bestselling author, Eve Rodsky
Gender pay gap in the house of medicine. Origins, actual situation, and next steps with Dr. Michelle Cohen
Pursuing passion projects and financial planning tips for physicians with Dr. Ken Milne
Money Mindset with financial coach and strategist Tawny Powell
Relationships and Love for Busy Professionals with Sabrina La Vista
Mistakes couples make with their money! With David Parker
Mind over Money with Dr. Brooke Struck
Create your
podcast in
minutes
It is Free
The Commercial Edge: Unleash the Power of People
The emPOWERed Half Hour
Aligned Money Show
Dubai Property Podcast
IBKR Podcasts
The Ramsey Show
The Clark Howard Podcast