undefined

Justin Harvey

Certified financial planner at APM Wealth who co-hosts this episode and advises physicians on financial planning, housing decisions, and related personal finance topics.

Top 3 podcasts with Justin Harvey

Ranked by the Snipd community
undefined
Mar 25, 2026 • 34min

Should Physicians Buy or Rent? How Much Should A Doctor Spend Buying a Home?

Justin Harvey, CFP at APM Wealth, advises physicians on financial planning and housing choices. He compares buying versus renting timelines, explains how city differences shift the math, and warns against income-multiple rules. Short, practical guidance on affordability, mortgage cash-flow limits, and when renting as a trainee can be smarter.
undefined
Jan 21, 2026 • 32min

Buying Too Much House? Derailing Doctor’s Finances

Justin Harvey, a CFP who advises physicians on financial planning, offers practical, experience-based advice for doctors buying homes after training. He compares move-in-ready versus fixer-upper choices. He discusses renovation ROI, neighborhood comps, timing searches, cashflow planning over five to ten years, and options to finance renovations.
undefined
Dec 17, 2025 • 35min

End of Year Financial Tasks

Justin Harvey, a Certified Financial Planner specializing in physician finances, joins Dr. Jimmy Turner to tackle essential year-end financial checklists. They explore strategies for maximizing retirement contributions and managing tax withholdings, especially during job transitions. Listeners learn about tax loss harvesting, optimizing investment portfolios, and the benefits of donor-advised funds for charitable giving. The duo emphasizes the importance of reviewing insurance and estate planning, ensuring medical professionals finish the year on strong financial footing.

The AI-powered Podcast Player

Save insights by tapping your headphones, chat with episodes, discover the best highlights - and more!
App store bannerPlay store banner
Get the app