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The Money Doctors

Bongiorno Group
Financial Planning
Bongiorno Group
Australian Medical Association
Income Protection
Life Insurance
Wills
Divorce
Financial Literacy
Burnout
Investing
Diversification
Australian Medical Association Victoria
Blackrock
Money Management
Private Health Insurance
Cash Flow Management
Capital Gains Tax
The Bongiorno Group
Interest Rates
Salary Packaging

The Money Doctors is a fortnightly podcast series offering conversations on financial wealth and money matters for Australian medical and dental professionals.

This podcast is proudly brought to you by leading financial services organisation the Bongiorno Group.

The general advice in this series has been prepared without taking account of your objectives, financial situation or needs. You should... more

PublishesTwice monthlyEpisodes130Founded3 years ago
Number of ListenersCategories
CareersBusinessManagement

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Artwork for The Money Doctors

Latest Episodes

In part two of this series on investment structures, the Bongiorno Group’s Ricky Caldow and Mitch McKeown examine company structures and superannuation.

Companies can provide asset protection and tax deferral opportunities, while also outlining th... more

The structure used to hold an investment can have a significant long-term impact on tax, flexibility, asset protection and wealth creation outcomes. Two people can invest in exactly the same asset and achieve very different financial results simply b... more

Tax time is just around the corner – and so it’s worth understanding ahead of time what you can legitimately claim. And, no, it’s not about maximising deductions at all costs. It’s about being able to clearly justify every expense and ensuring it dir... more

Planning an overseas fellowship can shape a medical career, but poor tax planning can create expensive surprises. From tax residency and worldwide income to investment properties, private health insurance and double tax agreements, the financial impl... more

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Recent Guests

Mitch McKeown
Director, Bongiorno Group
Bongiorno Group
Episode: How to Structure Your Investments PART 1: Individual vs Trust Ownership
Julian Muldoon
Property advisor, 1Group
1Group
Episode: Property Update Part 2: The Victorian commercial market
Nick Fennessy
Director
The Bongiorno Group
Episode: Interest Rates Are Rising – What You Need to Think About
Mark Beretta
Sports presenter, Sunrise team member, advocate for Tour de Cure
Seven Network / Sunrise
Episode: Riding for a Cure: Mark Beretta on Tour de Cure’s Cancer Mission
Beatrice Yeoh
from BlackRock
BlackRock
Episode: Merry Xmas - The Money Doctors returns 13 January
Beatrice Yeo
Investment strategist for multi-asset solutions at BlackRock
BlackRock
Episode: Invest with confidence in uncertain markets
Simon Judkins
President of Australian Medical Association Victoria (AMAV)
Australian Medical Association Victoria (AMAV)
Episode: Welcome AMAV President & the future of healthcare in Victoria
Vic Rajah
Family lawyer and experienced board member
Vic Rajah Family Law and Estate Lawyers; Chair of Best Chance
Episode: Beyond medicine: making an impact through boards
Ricky Caldow
Representative of Bongiorno Group; co-presenter on this episode
Bongiorno Group
Episode: Why estate planning shouldn’t be left to chance

Host

Matt Homewood
Host of The Money Doctors

Chart Rankings

How this podcast ranks in the Apple Podcasts, Spotify and YouTube charts.

Talking Points

Recent interactions between the hosts and their guests.

Retirement starts long before you stop working
Q: Are you planning a full exit or a gradual handover?
The guests discuss choosing between a full exit and gradual handover, emphasizing alignment with personal goals and preserving business value while providing a smoother transition.
Avoiding tax shock with PAYG instalments
Q: What happens if you underpay and end up with a catch-up payment later in the year?
The ATO recalculates based on updated income data; you may have to pay a larger amount in a later quarter to catch up, and there can be penalties or interest if the shortfall is not managed appropriately.
Avoiding tax shock with PAYG instalments
Q: Can you pick each quarter which method you like to use or is it just one time?
You choose at the start of the financial year for the September BAS and you can change it the following year; if your circumstances change mid-year you can adjust, but without switching back, you typically stay with your chosen method until the next year.
Avoiding tax shock with PAYG instalments
Q: Okay, so when they issue these PAYG installments, there's two methods. Can you go through those two methods?
They can base installments on a fixed figure using your last taxable income, divided into four installments, or they can use an installment rate based on your current gross income, turnover, and other investment income, applying a percentage to this amount.
The importance of an updated will
Q: So, what is a will?
A will is a written statement of what the will maker wants to happen to their personal estate after death, with the key point that personal property is what transfers under the will and assets held in companies or superannuation may fall outside, requiring separate planning.

Audience Metrics

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Frequently Asked Questions About The Money Doctors

What is The Money Doctors about and what kind of topics does it cover?

The series offers practical discussions on wealth, finance, and money management tailored for Australian medical and dental professionals. Across episodes, listeners encounter a mix of insurance planning, property market insights, mortgage strategies, tax and super considerations, and practice‑level financial structuring. The conversations are led by experienced advisers from a leading financial group and frequently feature subject‑matter experts detailing actionable steps, real‑world scenarios, and timely planning to help clinicians protect and grow their wealth while balancing career demands. A few episodes stand out for tying broader macro changes—like budget measures and policy shifts—to concrete implications for doctors and medical pra... more

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Which podcasts are similar to The Money Doctors?

These podcasts share a similar audience with The Money Doctors:

1. Dev Raga Personal Finance
2. Business By Design
3. Investopoly
4. The Savvy Dentist
5. The Money Puzzle

How many episodes of The Money Doctors are there?

The Money Doctors launched 3 years ago and published 130 episodes to date. You can find more information about this podcast including rankings, audience demographics and engagement in our podcast database.

How do I contact The Money Doctors?

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What guests have appeared on The Money Doctors?

Recent guests on The Money Doctors include:

1. Mitch McKeown
2. Julian Muldoon
3. Nick Fennessy
4. Mark Beretta
5. Beatrice Yeoh
6. Beatrice Yeo
7. Simon Judkins
8. Vic Rajah

To view more recent guests and their details, simply upgrade your Rephonic account. You'll also get access to a typical guest profile to help you decide if the show is worth pitching.

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