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Money Meets Medicine Podcast

MMM #34: How to Talk About Money With Friends and Family

We love getting reader questions. We enjoy them so much we’ve dedicated a whole episode to one question.

This question is from Dr. Jeff Bank. We have summarized. He asks:

“As you become more financially literate, how do you bring up the topic of finances with friend and colleagues in a nonthreatening way? I would like to help educate my friends and colleagues but I have limited success in getting them to engage in the conversation or to take further action on their financial habits. I realize the drive to change financial habits or any habit has to come from the individual, but I wanted to see what tips or tricks you have to spark that initial conversation and or change.”

We answer his question in today’s post. Keep reading! 

What You’ll Learn:

In this weeks episode of Money Meets Medicine, “How to Talk About Money With Friends and Family,” you’re going to learn: 

  • How to ask your family, friends, and collegues about money related questions. 
  • Why you need to take care of your own financial house before you can help anyone else. 
  • The right way to have a money conversation without stepping on toes. 
  • How to create excitement and confidence about finances. 
  • It’s okay to say that you don’t know things! 
  • And more! 

Resources from the Episode:

The Physician Philosopher Podcast

This Episode’s Sponsor

For years, Neil has been helping physicians and dentists achieve their dreams of homeownership.  From start to finish, he can help guide you through the process beginning with a consultation to determine your options, to painlessly uploading your documents digitally, Neil will be there to assist and guide you during the entire process.  

Whether you’re a first-time homebuyer, looking to purchase a second home, looking to refinance or purchase an investment property, TD Bank, N.A. has solutions designed for Doctors and an efficient process that makes getting a mortgage easy. Reach out to Neil on his direct line at 212 933-9900 or email him at [email protected]

TPP

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