What names would you like to use on the show? *

What is your speciality or field? If you have a partner, what is their occupation? *

How old are you? If you have a partner, how old are they? *

Family Status? *

Do you have kids? *

Describe your current living situation (3-5 sentences) *

What are your top 5 goals that you (or both of you) want to accomplish? *

What is your annual income and/or take home pay? Please break it out individually if you are a couple. *

Please provide a breakout of your expenses. I'm looking for, what are your fixed expenses (ex: rent/mortgage, bills etc.) and what are your variable expenses (Amazon, clothes, dining out etc.) *

How much do you currently save per month? *

What do your investments look like? What type of accounts, estimate on how much is in there, ballpark of what you are invested in, etc. (Ex: have a roth IRA, $15,000 balance, invested in 80% stock, 20% bonds) *

Where do you currently bank? What is the structure? (ex: one checking, two savings) What are the accounts used for primarily? *

Do you have student debt? If so, what is your current plan, how much, what is the interest, etc. Are you going for PSLF? *

What other debts do you have? Please be specific as possible. (ex: have credit card debt, $10,000 at 20%; only making minimum payments of $75/mo) *

Do you have umbrella insurance? *

What forms of insurance do you have? Please list everything as well as the premiums per year. (ex: have 20 year term insurance for $1m and cost is $1000/yr) *

How do you file your taxes? *

Do you have any estate planning documents? *

If yes, what do you have? (ex: will, power of attorney, healthcare directive, living trust) *

After you click submit, you will be emailed a copy of your answers. Please visit financialresidency.com/question where you can leave me a "voicemail". With the answers in hand, please click record and read out loud your answers. Don't worry if you make a mistake, we can edit anything out. Just be yourself and read out loud all of the answers you just wrote. This will be used in the show. *

I will send you an email when the show will go live to the email address you listed here. Please confirm by putting your email in this response. *

Please acknowledge that anything said on the Financial Residency podcast is general in nature, shouldn't be considered investment or actual planning advice and should be viewed as entertainment purposes only. *

Would you be interested in hearing more about how I work with physicians and their families? If so, you can book a free introductory call at calendly.com/physicianwealthservices *