Podknife - A Physician’s Guide to Wealth - Financial Wellness 101: Four Steps to Successful Family Financial Board Meetings Unveiled! by Financial Residency

Help
Help

Suggested Topics
- What is Podknife?
  
  Podknife is a curated podcast information and review site designed to be accessible in your browser from any device. We’re working to build the most useful podcast information source available by providing you with as much publicly available information about each podcast in our database as we can find and keeping it as up to date as possible.
- Can I listen to podcasts on Podknife?
  
  Yeah! There's a player at the bottom of the page.
- How can I get my podcast on Podknife?
  
  We’d love to hear about your podcast and consider it for addition. You can suggest your own by logging in and selecting the “Suggest a Podcast” link from the menu. Fill out the form and we’ll take it from there.
- How can I submit a review of a podcast?
  
  To submit a review of a podcast, go to the page of the podcast you want to review and click the "Submit Review" button below the image associated with the podcast. Clicking that button brings you to a new page where you can select a rating between 1 and 5 stars and write a brief review.
- How can I submit a review of a podcast episode?
  
  To submit a review of a podcast episode, go to the page of the podcast whose episode you want to review and find the specific episode you're looking for. Clicking on any episode reveals a "View Episode" button and clicking on that brings you to an episode-specific page where you can find more information displayed about the episode along with a "Submit Review" button. Clicking that brings you to a new page where you can select a rating between 1 and 5 stars and write a brief review of the episode.
- Is there a Podknife app?
  
  Not yet - we're keeping it in the browser at least for now. No app download required to access anything on the site.
- How can I change my display name?
  
  To change your display name, log in to Podknife and select "Account Settings" in the dropdown menu. From the Account Settings page, enter your desired new display name and press the "Save" button to confirm the change.
- How can I change my password?
  
  To change your password, log in to Podknife and select "Account Settings" in the dropdown menu. From the Account Settings page, enter your desired new password in the two fields below "Update Password" and press the "Save" button to confirm the change.
- How can I keep track of all my reviews?
  
  Within the menu, click on "My Profile", you will then be able to check all your reviews for both podcast & episode. You can also check all your favorite podcasts.
- How can I keep track of all my favorited podcasts?
  
  You can find podcasts you’ve favorited displayed on the My Profile page associated with your account (https://podknife.com/profile).
  You can share your My Profile page displaying your favorite podcasts as well as any reviews you’ve written publicly with a link in the form https://podknife.com/users/[displayname] where [displayname] is replaced by your Display Name.
- How can I favorite a podcast?
  
  On each podcast page you’ll find the outline of a star above the podcast title. Clicking this star fills it in and designates the podcast as a favorite (for logged in users) or invites the user to log in or register for an account (for users who are not logged in). You can find favorited podcasts displayed on the My Profile page associated with your account (https://podknife.com/profile).
- How can I register for a Podknife account?
  
  To register, click on the “Register” button in the top right of your browser window (or visit https://podknife.com/users/sign_up). Enter a Display Name to be associated with your account on the site (alongside any reviews you contribute, for example), an Email address to associate with the account and your password (twice for confirmation). Press the “Confirm” button and you should be all set, logged in and ready to review and favorite podcasts as you wish.
- How can I get in touch?
  
  We’d love to hear from you. You can reach us using the Feedback form (https://podknife.com/feedbacks/new) which can be found either in the footer on each page (for users who are not logged in) or in the dropdown menu (for logged in users).
  
  You can also reach us on Twitter by tweeting us @podknife (https://twitter.com/podknife) or on Facebook by messaging us from our page (https://www.facebook.com/podknife/).
- Log In
- Register
- Feedback
- Help
- Privacy Policy
- Terms of Use
© Podknife 2024

This episode currently has no reviews.

A Physician’s Guide to Wealth - Financial Wellness 101: Four Steps to Successful Family Financial Board Meetings Unveiled!

Podcast |: Financial Residency
Publisher |: Financial Residency Network
Media Type |: audio
Podknife tags |: Business,; Careers,; Interview,; Management & Marketing,; Personal Finance,; Science & Medicine
Categories Via RSS |: Business,; Careers,; Investing
Publication Date |: Sep 07, 2024
Episode Duration |: 00:40:25

In this compelling episode of the "Life Well Lived, A Physician's Guide to Wealth" podcast, host James Nutter delves into the intricacies of managing family finances with his comprehensive guide on how to run successful family board meetings. Reflecting on personal experiences and professional insights, James shares valuable strategies to enhance financial wellness and reduce money-related stress within familiesJames discusses the critical importance of scheduling dedicated meeting times for financial discussions and emphasizes setting ground rules to maintain civility and focus during these conversations. The episode illuminates the idea of creating a digital cloud vault for important financial documents, fostering a collaborative atmosphere, and setting actionable goals. James also touches on the psychological aspects, such as the "law of familiarity," which can often impede progress in spousal financial planning.

Key Takeaways:

Scheduled Financial Discussions: Setting aside regular times to talk about finances can significantly reduce stress and promote better money management within the family.
Creating Ground Rules: Establishing ground rules for financial discussions helps maintain a respectful and productive dialogue.
Building a Digital Cloud Vault: Organizing important financial documents in a secure, digital space can streamline information sharing and decision-making.
Understanding the Law of Familiarity: Recognizing that familiarity can make us undervalue advice from those closest to us and finding ways to mitigate this.
Incorporating Professional Advisors: Regular consultations with financial advisors and other experts can reinforce and validate family financial strategies.