A Life Well Lived: A Physicians Guide to Wealth

Money fights aren’t just frustrating—they’re one of the biggest threats to a healthy relationship. In this special replay from Dr. Tammy Crouse’s Grand Rounds series on the Financial Residency Podcast, James Nutter joins the conversation to share a step-by-step strategy to reduce financial tension and increase alignment—especially for physician couples juggling high-stakes careers and big financial decisions.

James walks through his...

James Nutter dives into four essential financial habits for new physicians transitioning to attending status. Drawing from client success stories, James emphasizes the importance of a well-structured financial plan, setting personal life goals, and understanding cash flows. Listeners receive practical advice on scheduling "money talks," creating a life plan, managing new income, and developing an action plan for free cash flows. Le...

Imagine walking into an ER with a broken femur. The first thing any good doctor does? Check your vitals. That’s exactly how James approaches your financial health in this foundational episode of Life Well Lived: A Physician’s Guide to Wealth. Broadcasting from a library studio in Ada, Michigan, James kicks off a new series walking us through the real client journey ... from disorganized to Eagle Strong.

What We Cover in This Epi...

Building wealth isn’t just about numbers—it’s about purpose. In this solo episode, James Nutter kicks off a transformative series by sharing the exact process his clients go through when they join I AM Wealth: “Getting It Together Forever.”

But before diving into deductions or investment strategies, James walks you through the most important question of all: Why are you here?

Using a powerful exercise called the Impact Primer (yes, i...

Join us for an enlightening episode of the "Life Well Lived - A Physician's Guide to Wealth Masterclass," brought to you by IM Wealth. In this workshop, host James Nutter engages with financial experts Matt Barczak and Jeff to explore the intricacies of financial planning and structuring, specifically tailored for medical professionals operating within a 1099 framework. Starting with common financial planning missteps and tax chall...

In this engaging episode of "Life Well Lived: A Physician's Guide to Wealth," host James Nutter is joined by the dynamic Dr. Mary Anderson to delve into the complex issue of burnout, especially as it affects high-achieving professionals like physicians. Dr. Anderson shares her insights on how to balance drive and well-being, referencing her widely-acclaimed book, "The Happy High Achiever," now available in multiple languages. Their...

When it comes to your first attending contract, the stakes are high—and the fine print is even higher. In this power-packed episode, James Nutter is joined by two heavy hitters: Jon Appino, founder of Contract Diagnostics, and CFP Jeff McPherson. Together, they dissect the most overlooked clauses, the real cost of skipping a review, and how to avoid turning your dream job into a financial nightmare.

Jon kicks things off with a jaw-d...

Is this all there is?

That quiet question haunts so many physicians navigating rigid hospital systems, RVU pressures, and the creeping feeling of burnout. But it doesn't have to end there.

In this powerful conversation, James Nutter welcomes Donovan Miske—CEO of Kona Medical Consulting and trusted advisor to over 12,000 physicians—to explore how doctors are flipping the script on their careers. From launching simple clinics to stacki...

Think all financial advisors are working in your best interest? Think again.

In this solo episode, James Nutter pulls back the curtain on the financial industry and empowers physicians to take the driver’s seat. Whether you’re hiring your first advisor or reevaluating your current team, this episode is your guide to spotting red flags, understanding credentials (like what “fiduciary” really means), and asking the questions most doct...

Money is the number one source of stress for most American families—and physicians are no exception. In this candid, educational, and downright entertaining episode, host James Nutter teams up with CPA Matt Barczak and CFP Jeff McPherson to reveal the five most common and costly financial mistakes physicians make.

Whether you're a W2 doc, locums, or in private practice, this session is packed with practical case studies, simple brea...

When I first started learning about personal finance, I didn’t know what I didn’t know. I thought finding help was simple — ask around, get a referral, and trust the person with the right certifications.

But what I didn't realize back then — and what so many physicians still don’t realize — is that not all financial advisors are built the same. Some are required by law to put your best interests first. Others just have to sell you s...

In a re-released and highly relevant episode, James Nutter exposes the hidden realities of the financial advisory world. Drawing from his experience and past features on the Financial Residency Podcast, he outlines 7 key steps every physician should follow when hiring a financial advisor.

You'll learn why not all financial advisors are created equal, what the different licenses mean (Series 6, 7, 63, 65, 66, and CFP), and how to dis...

James Nutter pulls back the curtain on the murky world of financial advisor compensation, exposing five distinct models — from robo-advisors and commission-based salespeople to fiduciary flat-fee planners. Using relatable metaphors (like leg amputation versus ACL repair), he emphasizes the importance of working with a fiduciary advisor who is legally bound to act in your best interest. 

Physicians, with little formal financial educa...

What if the pathway to financial peace wasn’t just about earning more—but learning what truly matters to you?

In this heartfelt episode of A Life Well Lived, Dr. Lisha Taylor joins James to share the story behind her unique journey from Wall Street dreams to the heart of sports medicine—and how growing up in a money-savvy but value-rooted household changed everything.

Now a practicing physician, speaker, and co-founder of Wealth Mind...

In this insightful episode of "A Life Well Lived: A Physician's Guide to Wealth," James Nutter delves into the powerful concept of self-investment as a cornerstone for achieving both financial and personal success. Drawing on examples of high-profile individuals such as Robin Williams and Avicii, Nutter illustrates the pitfalls of financial abundance without personal fulfillment. He emphasizes the importance of growing into your we...

1099 income can open incredible financial opportunities — if you know where to look. In this special edition of A Life Well Lived, James hosts a live IM Wealth Masterclass featuring CPA Matthew Barczak, who partners with over 200 physicians nationwide.

Together, they dive deep into the tax strategies most physicians miss — from family payroll hacks to the Augusta Rule — and how to stop overpaying Uncle Sam. Real-world physician ques...

True wisdom—and financial success—starts with self-awareness. James discusses the importance of introspection, referencing Socrates, Aristotle, and personal growth experiences. He shares how his journey of self-discovery transformed his confidence and relationship with money. He encourages listeners to reflect on their past, question their financial beliefs, and recognize the impact of childhood experiences on money habits. Before ...

This episode of A Life Well Lived: A Physician’s Guide to Wealth features a special recording from a recent Physician Financial Wellness Masterclass. James Nutter dives into the latest developments in Public Service Loan Forgiveness (PSLF) and the SAVE repayment plan, breaking down the key legal and political uncertainties physicians need to be aware of.

With potential policy shifts on the horizon, it’s more important than ever to h...

You’ve spent years mastering medicine, but what about mastering your money? In this inaugural episode, we set the foundation for your financial journey—not with complex strategies, but with a simple truth: Your money should be a tool to amplify what already matters most to you.

We’ll explore why so many physicians feel financially stuck despite high incomes, how deeply ingrained money beliefs shape our decisions, and the first essen...