Burnout to Balance

Fee Based Financial Planners for Healthcare Professionals. PA-S(pouse). Tweets are likely sarcastic and definitely not advice.

[Burnout to Balance @SteveMorrisPDX]

@Matthew_Garasic Not meant to be an attack, just saying that you are selling advice

[Burnout to Balance @SteveMorrisPDX]

@Matthew_Garasic But you are selling something...

[Burnout to Balance @SteveMorrisPDX]

@markcecchini Do you think it makes sense in the long term if you aren't funding it consistently?

[Burnout to Balance @SteveMorrisPDX]

@AdviserCounsel @AIDEV_X Ah gotcha. My mind went straight to A Shares. Agree 100%, I'm working on a similar plan with a client right now.

[Burnout to Balance @SteveMorrisPDX]

@AdviserCounsel Where are you paying a 5% load on $1,000,000? Also excludes expense ratios.

[Burnout to Balance @SteveMorrisPDX]

@courtranstrom About time!

[Burnout to Balance @SteveMorrisPDX]

Yep, 100% agree!

So many people think I am going to be the fun stealer (no you can't get the new car, yes you have to work more) but the reality is I'm usually the one pushing my clients to spend more.

[Burnout to Balance @SteveMorrisPDX]

@jbrendanfrazier What happens in the intro meeting? I always think of the screening meeting as the intro, next meeting is hopes/dreams.

[Burnout to Balance @SteveMorrisPDX]

And we wonder why ED docs have some the highest burnout rates in medicine...

[Kurt Lucas, MD (blue check) @KurteL10]

ERs shoulder the lack of social safety nets in the U.S. The specialty is less and less medicine and increasingly just a catch-all for all sorts of issues that everyone else is able to ignore.

[Burnout to Balance @SteveMorrisPDX]

@RyanFurlongCFP Nope

[Burnout to Balance @SteveMorrisPDX]

So proud and stoked for my partner who gave fantastic talk to med students about personal finance at the @WimedicineOrg Summit yesterday!

[Women In Medicine® @WimedicineOrg]

Our next session focuses on financial planning for medical students!

💸 Becky Vogt-Lundeen @beckyMM_M is a Physician Financial Planner sharing her wisdom to set us up for success #WIMStrongerTogether #WIMSummit

[Burnout to Balance @SteveMorrisPDX]

Her name is Becky Vogt-Lundeen, and her husband is a first year Vascular IR resident. She is not on here, but you will likely see me re-posting her awesome instagram reels from time to time.

[Burnout to Balance @SteveMorrisPDX]

A few months ago I did something terrifyingly exciting: I hired an Associate Planner. I wanted to have a partner who could connect with younger clients, especially residents & fellows.

Today she gave a talk at the Women in Medicine Conference & I am so proud of her impact!

[Burnout to Balance @SteveMorrisPDX]

@AdviserCounsel I feel like if someone says they will be a Dream Client it is code for the opposite. Same is true anytime someone says "Trust me"

[Burnout to Balance @SteveMorrisPDX]

@courtranstrom Not a fan of toxic masculinity but would pay a lot to watch Travis Kelce wreck Elon.

[Burnout to Balance @SteveMorrisPDX]

@AdviserCounsel

[Burnout to Balance @SteveMorrisPDX]

@Dallas_Holladay

[Burnout to Balance @SteveMorrisPDX]

@JSinghDO And yes, the hospital did sell their contract to a PE owned group that immediately cut their pay and everyone left 🤬

[Burnout to Balance @SteveMorrisPDX]

@JSinghDO 1,000 times this. My wife's first job out of PA school was with a small physician owned group. The hospital was a shitshow but the group made it a fantastic place to work.

[Burnout to Balance @SteveMorrisPDX]

@CaseySeidemanMD Love that place! How was it?