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Financial Education for Medical Professionals

We offer engaging, practical financial education for residents, fellows, and medical professionals looking to build a strong financial foundation. Whether through lectures, workshops, or podcast guest appearances, we provide clear, actionable guidance tailored to the unique challenges of physicians and dentists.

Many programs invite us to present as part of a financial literacy series, allowing for deeper dives into key topics over multiple sessions.


Popular Topics We Cover

Popular Topics We Cover

We can present on a variety of topics relevant to medical professionals, but our most requested sessions include:

  • Student Loan Planning in a Constantly Changing Landscape – Understanding repayment strategies, Public Service Loan Forgiveness (PSLF), and how policy changes impact your financial future.
  • Disability Insurance Deep Dive – Breaking down how to structure the right coverage, the importance of own-occupation definitions, and common mistakes to avoid.
  • Combating Lifestyle Creep for Young Medical Professionals – Strategies to build wealth while avoiding the financial traps that come with rising income.

  • Additional topics we cover:

    • Budgeting & Cash Flow for Residents & Fellows
    • Home Buying vs. Renting for Young Physicians
    • Basics of Investing & Retirement Planning
    • Understanding Tax Strategies for Medical Professionals
    • The Intersection of Financial Planning & Physician Burnout

    We can also customize lectures based on the needs of your program.

Request a Lecture or Podcast Appearance

If you're interested in having us speak at your institution or feature us on your podcast, we'd love to discuss how we can support your program.

REQUEST A LECTURE

Lecture Fees & Availability

Virtual & Local AZ Lectures

Free of Charge

Medical & Dental Schools

(or groups who are not yet eligible to be our clients)

$900 per lecture

In-Person Lectures Outside AZ

Pricing depends on location and availability

Please reach out for details.

Institutions We've Worked With Before

  • Columbia University
  • University of Arizona (Tucson & Phoenix)
  • Midwestern Dental School
  • Midwestern Medical School
  • University of New Mexico
  • Medical Economics
  • American College of Financial Services
  • Society of Maternal Fetal Medicine
  • Phoenix Children’s Hospital
  • Ohio Health
  • Kern Medical
  • Honor Health
  • University of Nevada, Las Vegas (UNLV)
  • CREOGs Over Coffee Podcast

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About Us

The HumbleWealth difference is about helping you feel grounded in your finances, so you can focus on what truly matters: your family, your calling, and the difference you’re making in the world—because it’s always been about more than money.

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Resident Resources

Our Financial Mentoring Program helps establish a strong financial foundation for residents and fellows before their income jumps post-graduation. No strings attached—just guidance and education to set you up for long-term success.

See How We Help Residents

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We offer ongoing, tailored advice with transparent pricing—from student loan planning and investment management to insurance and full financial care. Contact us to get started building wealth—without the stress or striving.

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