Financially Free Physicians

New year, new goals — but these 10 resolutions for 2025 are anything but ordinary. In this episode, we’re joined by Meagan McGuire, CFP®, ChFC®, CSLP®, to talk through unexpected ways to improve your financial health, career satisfaction and overall well-being in the coming year. We’ll discuss how to define your “enough,” build boundaries to combat constant marketing pressures and focus on money neutrality instead of unhealthy comparisons. From philanthropy to honest money conversations, we’ll explore practical tips for starting 2025 with clarity, confidence and a mindset that embraces both progress and peace. Key moments: (08:20) Setting boundaries at work even when you can’t fully unplug (13:30) Let go of guilt and embrace money neutrality — spend and save without shame (19:53) How giving back through philanthropy can add purpose and break free from the grind (24:59) Raised to avoid money talk? Here’s how to have fearless financial conversations Doctors know best... about medicine. Book a free intro call to give your finances a second opinion. Just browsing? Learn more about us at SLP Wealth. Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify, or Amazon Music Leave an honest review on Apple Podcasts  

Family planning and fertility touch on some of the most personal and challenging decisions in life — especially for women in medicine, who face unique pressures and demands. Angie Pack, CSLP®, joins me, and we’re addressing these sensitive topics head-on. We share our own experiences with infertility, the difficult choices surrounding when to start a family, and the financial implications of treatments like IVF. We also discuss the support available through income-driven repayment plans for student loans, tax deductions for medical expenses, and the value of breaking the silence surrounding fertility and family planning. Key moments: (04:53) Tracking cycles and timing conception while juggling clinical rotation (09:37) Different types of infertility and the emotional impact of pregnancy loss (16:07) Balancing schedules for IVF, IUI, and other treatments while managing costs (19:55) Taking control of your parenthood journey and finding the right support system Doctors know best... about medicine. Book a free intro call to give your finances a second opinion. Just browsing? Learn more about us at SLP Wealth. Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify, or Amazon Music Leave an honest review on Apple Podcasts  

We’re hitting pause on the noise to reflect on gratitude — specifically, our gratitude for you, the physicians who dedicate your lives to serving others. We’ll also explore a year-end checklist of financial tips, like maxing out pre-tax retirement accounts and why working with a tax professional can make a big difference.   But by and large, this episode is all about stepping back and recognizing your resilience, your impact, and the immense value you bring to your patients and communities. Consider this our love letter to you, a celebration of the work you do and a reminder that, even in uncertain times, you are appreciated more than you know.   Key moments:   (02:25) Simple mindfulness strategies for uncertain times, like "nature bathing" and open-eye meditation (07:24) Practical advice for financial moves to make before year-end for a stronger bottom line (11:30) How "bunching" with a donor-advised fund can maximize your charitable giving (19:40) Why now is the perfect time to map out your vision for the next five years   Doctors know best... about medicine. Book a free intro call to give your finances a second opinion. Just browsing? Learn more about us at SLP Wealth. Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify, or Amazon Music Leave an honest review on Apple Podcasts

Tired of watching your hard-earned money lose value to taxes and inflation? We’re exploring five powerful investment alternatives beyond a simple high-yield savings account (HYSA). You'll learn clear strategies to maximize your post-tax cash while keeping your money accessible. We break down the benefits of municipal bonds, Treasury bills, and other smart options physicians might overlook. If you're tired of settling for standard savings rates, this episode will help you make smarter choices with your cash. Key moments: (03:13) Money market accounts are a low-risk, low-hassle option to improve your yield (06:02) How no-penalty CDs and short-term bond funds fuel flexibility (15:11) Municipal bonds are a tax-efficient choice tailored for physicians (18:24) Calculate tax-equivalent yield to make smarter investment decisions (23:50) BulletShares and other maturity-focused bonds offer steady growth with a set finish line Doctors know best... about medicine. Book a free intro call to give your finances a second opinion. Just browsing? Learn more about us at SLP Wealth. Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify, or Amazon Music Leave an honest review on Apple Podcasts  

Holding onto outdated money advice as a physician? It’s time for a new perspective. In this first episode, financial planner Sim Terwilliger, CFP®, CSLP®, and special guest Travis Hornsby, CFA®, CFP®, set the stage for the conversations they’ll be having: from debt strategies and wealth building to navigating burnout and lifestyle decisions, even what to do when family asks for money. We highlight the often-overlooked perspective of female physicians and expose common financial pitfalls for early and mid-career doctors. Whether you’re a first-gen doc or just seeking more balance, this episode introduces the fresh, practical insights you can expect in every show — helping you build a career (and life) that truly fits you. Key moments: (03:35) Physicians face more “investment noise” than any other profession (08:58) Why sometimes it’s worth skipping student loan forgiveness for a job that offers a better quality of life now (16:23) One of the pros and cons of being a physician is you're brilliant (21.44) Handling the high-stress demands of being a physician Doctors know best... about medicine. Book a free intro call to give your finances a second opinion. Just browsing? Learn more about us at SLP Wealth. Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify, or Amazon Music Leave an honest review on Apple Podcasts  

Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (which can feel like a bad case of indigestion). From navigating student loans to making smart investments, we explore everything from entrepreneurship to practice management. Our mission is to empower you to achieve your financial goals in a relatable way—because financial health should feel like a walk in the park, not a marathon in scrubs. Whether you’re a resident figuring out if ramen counts as food or a seasoned physician wondering where your paycheck went, our practical advice and light-hearted banter will guide you. Subscribe now and join us every other week for financial wisdom and a few good laughs—because making your money work as hard as you do shouldn’t feel like a broken leg! Doctors know best... about medicine. Book a free intro call to give your finances a second opinion. Just browsing? Learn more about us at SLP Wealth. Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify, or Amazon Music Leave an honest review on Apple Podcasts