HSAs, Donor Advised Funds, and When to Drop Insurance
In this episode of Money Meets Medicine, hosts Dr. Jimmy Turner and Justin Harvey tackle three listener questions on personal finance for physicians. They discuss whether HSA-eligible plans make sense during high healthcare-usage periods like pregnancy, charitable giving strategies including donor …
How FOMO Real Estate Deals Cost Doctors
On this episode of the Money Meets Medicine podcast, hosts Dr. Jimmy Turner and Justin Harvey CFP discuss:
Why passive activity loss rules trap syndication losses for W-2 earners — and the "active participant" workaround that fails the New York Times test
Five ways to unwind a concentrated stock …
How FOMO Real Estate Deals Cost Doctors
On this episode of the Money Meets Medicine podcast, hosts Dr. Jimmy Turner and Justin Harvey CFP discuss:
Why passive activity loss rules trap syndication losses for W-2 earners — and the "active participant" workaround that fails the New York Times test
Five ways to unwind a concentrated stock …
The Year-End Tax Moves Doctors Miss (w/ Spencer Carroll from Gelt)
On the Money Meets Medicine podcast, Dr. Jimmy Turner and CPA Spencer Carroll of Gelt discuss why physicians should plan taxes before December 31 rather than focusing only on filing in spring, citing Turner’s unexpected $36,000 tax bill as a consequence of compliance-only CPA work. They explain yea…
The Year-End Tax Moves Doctors Miss (w/ Spencer Carroll from Gelt)
On the Money Meets Medicine podcast, Dr. Jimmy Turner and CPA Spencer Carroll of Gelt discuss why physicians should plan taxes before December 31 rather than focusing only on filing in spring, citing Turner’s unexpected $36,000 tax bill as a consequence of compliance-only CPA work. They explain yea…
Beyond FIRE: Financially Independent, Work Optional with Jimmy Turner MD
Learn more about Dr. Jimmy Turner:moneymeetsmedicine.com
Connect with Bryan:bryanjepson.combryan@targetedwealthsolutions.comAbout This Episode
What is financial independence actually for?
For Dr. Jimmy Turner, the answer isn’t necessarily early retirement. It’s autonomy—the freedom to decide how mu…
Sign On Bonus Clawbacks, Overfunded 529s, & 1099 vs W-2 Jobs
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 o…
Sign On Bonus Clawbacks, Overfunded 529s, & 1099 vs W-2 Jobs
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 o…
How Much Should I Pay My Advisor, private money lending, and part-time in medicine
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.
Joi…
How Much Should I Pay My Advisor, private money lending, and part-time in medicine
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.
Joi…
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