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Financially Free Physicians

Sim Terwilliger, CFP®, CSLP®

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Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (which can feel like a bad case of indigestion). From navigating student loans to making smart investments, we explore everything from PSLF to practice ...
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Residency is a financial tightrope — you've got the education of a doctor but the paycheck of... well, not a doctor. You’ll learn how to create a realistic cash flow plan without micromanaging every decision, how single residents navigate differently than couples, and when buying a house during residency makes sense (or doesn't). Listen in for prac…
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Work boundaries might not sound exciting, but they’re the secret sauce to a happier, healthier career in medicine. Travis Hornsby of SLP Wealth joins us to share a unique perspective as both a multipreneur and the husband of a physician. You’ll get practical tips for managing screen time, saying no without guilt, and protecting your energy in high-…
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Contracts might not be the most exciting part of starting a new job, but they’re one of the most important. It’s not just about salary — it’s the full picture: benefits, time off, call schedules, and all the details that affect your day-to-day life. We’re joined by financial planner Jared Costigan, CFP®, CSLP®, who’s had a front-row seat to the phy…
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Raising kids comes with love, joy — and a hefty price tag. We’re peeling back the layers to reveal the often-overwhelming costs of childcare, breaking down what families need to know to stay ahead. Learn practical strategies to make expenses more manageable, from tax credits and dependent care FSAs to navigating nanny payroll and long-term planning…
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Doctors know best... about medicine. Book a free intro call to give your finances a second opinion. Just browsing? Learn more about us at SLP Wealth. Like the show? There are several ways you can help! Follow on Apple Podcasts, Spotify, or Amazon Music Leave an honest review on Apple Podcasts Follow us on YouTube at Financially Free Physicians The …
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Pediatricians often earn less than other specialists. Is it financially viable? Get an insider’s perspective from financial planner Jared Costigan, CFP®, CSLP®, whose wife is a pediatrician in training. This candid conversation pulls back the curtain on the economic realities of choosing children’s medicine, from managing six-figure student loans t…
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With Valentine’s Day right around the corner, we’re exploring the evolving balance of love and money in relationships. We’re joined by Maggie Reyes, a double-certified master coach specialist in sex, love, and relationships, and self-proclaimed “relationship nerd,” to encourage you to redefine your relationship with money and challenge traditional …
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With college costs on the rise, saving for your child’s education can feel overwhelming — but it doesn’t have to be. We sat down with SLP Wealth partner and financial planner Dan Rooker, CFP®, CSLP®, to share strategies that make college planning simpler and more effective. From choosing the right savings accounts to understanding financial aid, we…
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Non-compete agreements are a hot topic for physicians, with the FTC’s recent ruling sparking debates and potential changes on the horizon. We’re joined by financial planner Meredith Jones, DVM, CSLP®, AFC®, to explore what makes up a typical non-compete, why the FTC’s decision could reshape the rules, and how the American Medical Association is res…
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New year, new goals — but these 10 resolutions for 2025 are anything but ordinary. In this episode, we’re joined by Meagan McGuire, CFP®, ChFC®, CSLP®, to talk through unexpected ways to improve your financial health, career satisfaction and overall well-being in the coming year. We’ll discuss how to define your “enough,” build boundaries to combat…
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Family planning and fertility touch on some of the most personal and challenging decisions in life — especially for women in medicine, who face unique pressures and demands. Angie Pack, CSLP®, joins me, and we’re addressing these sensitive topics head-on. We share our own experiences with infertility, the difficult choices surrounding when to start…
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We’re hitting pause on the noise to reflect on gratitude — specifically, our gratitude for you, the physicians who dedicate your lives to serving others. We’ll also explore a year-end checklist of financial tips, like maxing out pre-tax retirement accounts and why working with a tax professional can make a big difference. But by and large, this epi…
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Tired of watching your hard-earned money lose value to taxes and inflation? We’re exploring five powerful investment alternatives beyond a simple high-yield savings account (HYSA). You'll learn clear strategies to maximize your post-tax cash while keeping your money accessible. We break down the benefits of municipal bonds, Treasury bills, and othe…
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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 w…
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Join host Sim Terwilliger, CFP®, CSLP®, on a transformative journey for physicians ready to take charge of their financial futures—no prescription needed! Each episode tackles the unique challenges and opportunities of a medical career, offering actionable strategies to boost your financial well-being, all while being mindful of student loans (whic…
  continue reading
 
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