In this episode of Money Meets Medicine, Dr. Jimmy Turner and Justin Harvey CFP discuss whether doctors should pay off their mortgage or invest and when it makes sense to pay someone for chores or tasks for the household instead of doing it yourself.  Resources:Join the waitlist for the free live personal finance curriculum taught by Jimmy Turner that starts in January: moneymeetsmedicine.com/teach Are you a 1099, locums doc, or private practice partner or business owner? You need a tax strategy team. Get 10% off working with the team I use here (Gelt): https://moneymeetsmedicine.com/CPA Every doctor needs disability insurance.  Get it from a source you can trust: https://moneymeetsmedicine.com/disability   Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Snag your copy here: https://moneymeetsmedicine.com/freebook    Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In February 2026, an AI tax-planning launch knocked billions off wealth-management stocks in a single day. So is AI coming for your financial advisor? Jimmy is joined by the original Money Meets Medicine co-host, Ryan Inman, who will now be back once a month. Jimmy uses AI tools every day and shares where they shine and where they confidently get it wrong. Ryan brings the part AI can’t do: accountability. They cover what the data says about how many people now ask AI for money advice, why the behavior gap costs investors more than most fees, who is on the hook when an AI answer is wrong, and how doctors should learn personal finance when the answers are free but the follow-through isn’t. Plus, Ryan shares what he built for this new world at Financial Fellowship. Resources:Check out the Financial Fellowship Podcast on Apple or Spotify - Monday episodes will feature Jimmy and Ryan.Join the waitlist for the free live personal finance curriculum taught by Jimmy Turner that starts in January: moneymeetsmedicine.com/teachAre you a 1099, locums doc, or private practice partner or business owner? You need a tax strategy team. Get 10% off working with the team I use here (Gelt): https://moneymeetsmedicine.com/CPAEvery doctor needs disability insurance. Get it from a source you can trust: https://moneymeetsmedicine.com/disabilityRyan’s free AI Icebreakers (14 physician money prompts): financialfellowship.com/aiUnlocked waitlist (Ryan’s accountability membership): financialfellowship.com/unlocked  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Money Meets Medicine, Dr. Jimmy Turner and Justin Harvey CFP discuss two contentious topics: whether doctors should consider getting a prenup when they get married and the financial considerations involved in caring for an elderly or aging parent.  Resources:Join the waitlist for the free live personal finance curriculum taught by Jimmy Turner that starts in January: moneymeetsmedicine.com/teach Are you a 1099, locums doc, or private practice partner or business owner? You need a tax strategy team. Get 10% off working with the team I use here (Gelt): https://moneymeetsmedicine.com/CPA Every doctor needs disability insurance.  Get it from a source you can trust: https://moneymeetsmedicine.com/disability   Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Snag your copy here: https://moneymeetsmedicine.com/freebook   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

In this episode of Money Meets Medicine, Dr. Jimmy Turner and Justin Harvey CFP discuss recent ACGME work hour rule changes (what can be done about it), what to do with your 401K/403B when you change jobs, and the best decision matrix to use when making a decision about your career or a job choice. Join the waitlist for the free live personal finance curriculum taught by Jimmy Turner that starts in January: moneymeetsmedicine.com/teach Are you a 1099, locums doc, or private practice partner or business owner? You need a tax strategy team. Get 10% off working with the team I use here (Gelt): https://moneymeetsmedicine.com/CPA Every doctor needs disability insurance.  Get it from a source you can trust: https://moneymeetsmedicine.com/disability   Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Snag your copy here: https://moneymeetsmedicine.com/freebook   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Most estate plans are built on a simple idea: leave your money to your kids. But if one of those kids has a disability, that "simple" plan can knock them off the very benefits — SSI and Medicaid — that pay for housing, services, and care for the rest of their life.

On this episode, Dr. Jimmy Turner and Justin Harvey CFP answer listener questions about private money lending investment opportunities, how much you should pay your advisor (and the hidden costs most people don’t realize), and the math on making part-time work in medicine financially feasible. Join the waitlist for the free live personal finance curriculum taught by Jimmy Turner that starts in January: moneymeetsmedicine.com/teach Are you a 1099, locums doc, or private practice partner or business owner? You need a tax strategy team. Get 10% off working with the team I use here (Gelt): https://moneymeetsmedicine.com/CPA Every doctor needs disability insurance.  Get it from a source you can trust: https://moneymeetsmedicine.com/disability   Want a free copy of The Physician Philosopher’s Guide to Personal Finance?  Snag your copy here: https://moneymeetsmedicine.com/freebook   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

Your $75K signing bonus might be a bug, not a feature. If there's a clawback, that money isn't really yours yet.Dr. Jimmy Turner and Justin Harvey CFP tackle three listener questions: what to do with a physician signing bonus you might have to repay, what to do when a scholarship leaves your 529 overfunded, and whether leaving a W-2 job for 1099 work is worth it. Jimmy, who just made the W-2-to-1099 switch himself, gets candid about the workload nobody mentions.Join the free personal finance curriculum for physicians in training - class start in January! Every doctor needs own-occupation disability insurance. Get a disability quote from a source you can trust: Want a free copy of The Physician Philosopher's Guide to Personal Finance? Snag your copy here.Have a question of your own? Email me at [email protected]   Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.

What tax moves do you need to make before the end of the year so that you don't make mistakes with your taxes? That's what this show is all about!

Are real estate syndications something that doctors should invest in? What do you do if your brokerage account becomes lopsided in a single investment? Is there a best way to invest your annual bonus? All discussed in this episode.

Tag along as we discuss whether doctors should get rid of their life and disability insurance coverage, deciding on Health Savings Accounts, and ways to provide charitable giving (including Donor Advised Funds)