Ryan Inman is a fee-only financial advisor who works exclusively with physicians and he teaches how to pick a financial advisor.  How did he end up in the physician niche?  He understands us.  His wife is a pediatric pulmonologist and part of why he understands the struggle so well is that they’ve been together since college.  He graduated from the University of San Diego and has two masters, one in business administration and another in Accounting and financial management.  He manages Physician Wealth Services, which does financial planning for physicians, and he has his own podcast where he answers physician specific financial questions, called the Financial Residency and manages with Physician Finance Facebook group.

We discuss how to find a financial advisor and answer questions like, what is a fiduciary, who should I buy life and disability insurance from, is picking stocks and timing the market possible with enough research, what services should a financial advisor provide and what is the most common financial mistake he sees physicians make. 

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Disclaimer:

This podcast is for informational purposes only and is not a substitute for professional medical, financial, or legal advice. Always consult a qualified professional for personalized guidance.