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In this episode, James Nutter shares the exact 20-minute process he uses with every new physician client to get financially organized for life. You'll learn how to set up your digital vault, track your entire financial life in one place, and eliminate the stress of scattered accounts, unknown policies, and forgotten logins. This isn’t just theory — it’s the same onboarding workflow that helps physician families sleep better at night (literally).
James also walks through the “Get It Together Forever” checklist and Financial X-Ray tool that have sparked deeper, more intimate money conversations for couples and families — sometimes for the first time ever.
Key Takeaways:
- Financial Organization = Peace of Mind
Creating a centralized digital vault for all your financial documents can drastically reduce stress and confusion—for you and your loved ones. - Start with the Why, Then Do the Work
Without a clear reason behind your financial goals, the tedious parts (like organizing pay stubs or insurance policies) become easy to abandon. Anchor in your purpose first. - Use Aggregation Tools to See the Big Picture
Linking your accounts to a financial aggregator (like E-Money or a trusted alternative) helps you monitor your net worth, cash flow, and investments in one place.
🔹 Resources & Next Steps:
- Download the PSLF Hacks Checklist
- Book a free financial wellness session with James
- Get access to exclusive physician financial tools at www.imwealth.com
- 1% of IM Wealth’s revenue is dedicated to providing scholarship funds to medical students. Learn more about the Meaningful Journeys Scholarship and how you can join the fight here.
- Learn more about the impact IM Wealth is making in the lives of physicians here.
- Gain FREE immediate access to all of IM Wealth’s exclusive physician financial wellness resources here.
About the Show:
This isn’t just another finance podcast—it’s a movement. We’re challenging the status quo, cutting through the noise, and giving physicians real strategies to take control of their money and their future.
Because true wealth isn’t just about numbers—it’s about freedom.
Find and follow the show on YouTube.
About James Nutter:
James Nutter is on a mission to help physicians reclaim their financial power. With a deep understanding of the unique challenges doctors face, he provides real-world strategies that cut through the noise and lead to lasting financial freedom.
Follow James on Instagram
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A Physician’s Guide to Wealth Podcast — Brought to you by IM Wealth: Helping physicians take control of their money so they can live a purposeful life.
For more resources, visit IMWealth.com.
Advisory services offered through Commonwealth Financial Network®, a Registered Investment Adviser.
42 episodes
