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Opening Minds on the Intersections of Health and Personal Finances

Do you ever worry about money or health?

You are not alone.

The best path to less worry is by learning more and becoming comfortable with what you fear.

As a physician and financial planner, talking about the intersections of health and money is what I love to do. Life and death are best approached with openness, compassion, a spirit of adventure, and a sense of humor. I cover all the tough subjects with that in mind – planning for aging, navigating chronic illness, our crazy health care system, health care costs, end of life, mental health, and everything in between.

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I’m here to help.

Through the years, I’ve had the honor of writing for numerous publications and have been interviewed by many more. This site compiles all my writing and meaty interviews into specific categories. I’ll also post additional pieces and video not included on other sites. My goal is to create a safe community to discuss hard topics that hit all of us at one time or another.

What’s on my mind?

Here is where you dive in! I’ve compiled many of my articles and will continually add more. Let me know what is on your mind so I can cover that too. For financial planners, I also discuss how we incorporate health conversations into our financial planning practice and other practice management topics. This site is participatory! All I ask is you help me work towards making the world a better place.

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Do you want me to speak at your event?

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I’ve included all the details – what I speak about, who I’ve spoken for, and the logistics of getting me there. It is a joy to share my message in person!

About Me

I am a physician, financial planner, educator, and I love to tell great stories. The world is too complicated and doesn’t have to be that way. My goal is to bring simplicity to the two subjects I know best – financial planning and medicine.


In trying to find a financial planner, I went back to school for fun and found another passion. My medical background intertwined with personal finance and opened my eyes on topics such as the finances of aging, planning for illness, end of life, and health care costs. 


It is an honor to share my stories on the interplay of my two professions with you. I am grateful for audiences all over the country who want to hear my message about medicine, money, and keeping it simple.

Welcome to my world of money and health.

Thank you for stopping by!