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A New Financial Rx for Physicians

A New Financial Rx for Physicians

Update: 2024-11-07
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Holding onto outdated money advice as a physician?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 option. Just browsing? Learn more about us at SLP Wealth.

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A New Financial Rx for Physicians

A New Financial Rx for Physicians

Sim Terwilliger, Travis Hornsby