My Podcast Interview with James Nutter of IM Wealth: The Power of Living Your Values

I had such an interesting conversation with James Nutter of IM Wealth on his podcast A Life Well Lived: A Physician's Guide to Wealth. We talked about the power of knowing, and living by, your personal values. And I shared my template for creating your own personal mission statement.

Your values are your guide to fulfilling goal setting as well as a North Star when planning for a purposeful retirement. As a coach, I’ve been inspired by the insight that emerges when my clients are able to give name to their own personal values.

James specializes in holistic financial guidance for physicians. He has a deep understanding of the unique challenges that physicians face, and the potential pitfalls that can get in the way of a life well lived.

We had a wide-ranging discussion, including our shared love of yoga, the power of mindfulness, and how a simple act of taking a pause can create presence and connection. I hope you enjoy this episode as much as I did!

You can find our conversation anywhere you listen to podcasts, or through the Spotify link below.

My Podcast Interview with James Nutter of IM Wealth.

My Podcast Interview with Tax Expert Alexis Gallati, MBA

I really enjoyed my conversation with Alexis Gallati, EA, MBA, MS Tax, CTS for TechLink Health. This was such a practical and well explained deep dive into tax strategies for physicians.

Alexis is married to a surgeon, so she has seen firsthand how little education most of us have in financial strategies, and how this lack of knowledge can hurt us and leave us vulnerable to bad advice.

This podcast addressed financial strategies related to side gigs, managing independent practices and more. Alexis is an engaging speaker and shares a wealth of practical insight.