How FOMO Real Estate Deals Cost Doctors

On this episode of the Money Meets Medicine podcast, hosts Dr. Jimmy Turner and Justin Harvey CFP discuss: Why passive activity loss rules trap syndication losses for W-2 earners — and the "active participant" workaround that fails the New York Times testFive ways to unwind a concentrated stock position in a brokerage accountA step-by-step playbook for what to do with an annual bonusResources:Every doctor needs own-occupation disability insurance. Get a quote from us here at Money Meets Medicine Insurance. An insurance agency created for doctors, by doctors. Get a 10% discount off first year's services with the tax strategy team that Jimmy personally uses (Gelt). Not sure where to get started on your financial literacy journey? Snag a free copy of The Physician Philosopher's Guide to Personal Finance.  Hosted by Simplecast, an AdsWizz company. See pcm.adswizz.com for information about our collection and use of personal data for advertising.