On today’s episode of A Life Well Lived James Nutter is joined by his mentor, great friend, business partner, and founder of his company Jeff McPherson, CFP®. There’s a difference between taking action with your money and fully taking control of your money. In today’s episode James and Jeff talk from a high-level overview of common mistakes they see physicians make with their money.

How to unsubscribe from rules of thumb like live like a resident. Student loan tips and tricks and Jeff’s personal experience having his wife Michaela in Medical School from the perspective of a financial planner. Today they only scratch the surface of what will be many podcasts to come.

Please email podcast@financialresidency.com if you have a topic you would like James and Jeff to explore AMA (ask me anything) style.

IM Wealth currently works for 86 families and 70+ Physicians. 

To learn more about IM Wealth please visit www.imwealth.com

To schedule a 100% free financial wellness diagnostic with James or Jeff visit www.imwealth.com and click join.

To be the first to get notified for IM Wealth’s free physician financial wellness masterclasses and other free resources visit https://www.imwealth.com/im-nest-signup

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