In this episode, we’re diving into insurance for new doctors, with a focus on disability insurance. Even though your resident salary might be modest, protecting your ability to earn an income over the long term is incredibly important.

If you’re transitioning from medical school into intern year, this is one decision process you’ll want to understand early.

In part two of this eight-episode post-Match series, we’re talking about private student loans. Unlike federal loans, private loans don’t come with the same protections or forgiveness programs, which means the strategy during residency looks very different.

The key takeaway: during residency, your goal isn’t to crush the debt immediately. It’s to manage cash flow, understand your loan terms, and position yourself to handle the debt effectively once attending income arrives.

In this first episode I walk through one of the most important financial steps you can take right now: managing your federal student loans before residency begins.

We talk about why e-filing your tax return matters, how to potentially qualify for $0 payments, when consolidation might make sense, and how these decisions can affect Public Service Loan Forgiveness down the road.

If you’re about to start residency, this episode will help you make a few smart moves now that can simplify your finances during training.

In this episode, I sit down with Joe and Josie, a healthcare couple I’ve known anonymously for years, to talk through a decision that sounds simple on paper and gets way more interesting in real life.

We dig into how they built serious momentum, why they’re leaning toward paying down a low-rate mortgage anyway, and how to think about the tradeoff between maximizing dollars and minimizing stress.

In this episode, Ronnie and I dig into one of the most common and most misunderstood questions in personal finance:

"How much should you actually be saving?"

You’ve probably heard the rule - save 20%. If you’re not, you’re behind. If you can’t, you’re doing something wrong.

But is that really true?

Going from a trainee salary to an attending income is one of the biggest financial inflection points in a physician’s life. In this episode, I share two mistakes I see early-career physicians make and how to avoid them.

We discuss why the “I deserve it now” mindset can quietly create long-term pressure, and why focusing on the so-called boring fundamentals gives you the freedom to spend and invest with confidence later.

If you want your new income to create stability instead of stress, this conversation is for you.

Financial planning is often framed as numbers, projections, and optimization, but those are only part of the picture.

In this episode, I discuss AI in financial advice and explain why experienced judgment still plays an essential role in helping people identify priorities, uncover blind spots, and make decisions that truly align with their values.

Whether you’re a DIY investor, someone who uses AI tools, or someone considering professional guidance, this conversation will help you think more clearly about how each piece fits into your financial life.

In this episode of A Good Problem to Have, I walk through how your tax choices can directly impact your student loan payments, especially if you’re pursuing PSLF.

Whether you’re in training or already an attending, decisions like filing jointly versus separately, filing on time versus filing an extension, and even which repayment plan you’re on can change your monthly payment by thousands of dollars a year.

Some topics of discussion:

• Why this gets especially tricky for married borrowers
• How community property states complicate everything
• Why this is one of those situations where working with a student-loan-aware CPA really matters
• How tax filing timing can be used strategically to manage income-driven repayment calculations
• Why many physicians need to rethink plans like SAVE if PSLF is the goal