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Money conversations are hard for everyone—even financial advisors and physicians who deal with high-stakes decisions every day. In this deeply relatable and practical episode, James Nutter pulls back the curtain on why couples struggle to talk about money, why “knowing” and “doing” are not the same thing, and how to create a repeatable structure that makes financial conversations feel safe, productive, and even connective.
Using stories from clients, personal experiences during wedding planning, and research around financial stress and divorce, James introduces his four-step Family Board Meeting Framework:
- Create the Space – Schedule meetings intentionally and avoid talking about money when you’re exhausted, rushed, or emotionally charged.
- Set Ground Rules – Avoid “HALT,” listen with humility, and use shared language that helps prevent misunderstandings.
- Understand the Law of Familiarity – Why couples often don’t hear financial advice from each other, and how “out-of-town experts” help.
- Run the Meeting – Use monthly and quarterly huddles, issue lists, and cash-flow reviews to keep your goals aligned and your decisions intentional.
James shares actionable scripts, meeting shells, mindset shifts, and practical tools—like issue lists, shared clouds, and curiosity-driven questions—that help families build trust and clarity around money. If financial conversations have ever felt heavy in your home, this episode offers a roadmap to bring stability, ease, and teamwork back to your financial life.
WHAT YOU’LL LEARN
- Why money is the #1 source of household stress for 75% of families
- How the “love triangle” of money shapes your partner’s financial beliefs
- How to set ground rules that keep conversations calm and productive
- How the Law of Familiarity sabotages communication—and how to fix it
- The exact structure James uses for monthly, quarterly, and annual money meetings
- How to use digital “issue lists” to keep decisions organized
- Why humility and curiosity matter more than financial knowledge
- How to collaborate on financial decisions without resentment or pressure
NEXT STEPS
📅 Schedule your first 30–60 minute Family Board Meeting
📓 Create your shared cloud folder with “issue lists” and monthly check-ins
💬 Ask your partner: “Do you want solutions or a listening ear right now?”
📝 Revisit your goals monthly
🔄 Schedule your quarterly cash-flow review
🧭 Identify 1–2 decisions that need alignment now
Additional Resources
- 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.
Disclaimer
The opinions expressed in this podcast are for informational and educational purposes only and do not constitute financial, legal, or tax advice. Any financial decisions should be made in the context of your unique circumstances and in partnership with a trusted financial advisor who understands your personal plan.
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.
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