Financial Planning for PAs and NPs

Caleb Pepperday is a Certified Financial Planner (CFP®) and Chartered Financial Consultant (ChFC®) who specializes in helping PAs and NPs achieve their financial goals. Tune into today’s episode to hear Caleb tackle all of your money questions, from the difference between saving and investing to the FIRE movement to how a financial advisor can help you.

Featured Post:

Wealth building. Money. Financial independence.

Building Wealth Wealth building is a marathon and not a sprint. Here’s the thing about building wealth, it doesn’t happen on accident. You have to be intentional about opening and funding the right types of accounts to build wealth. I want to equip you with ALL the tools and knowledge that you need to go […]

5 Accounts to Build Wealth


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Inflation is real and with gas and grocery prices on the rise, here are eight ways to put more money back into your pocket. From increasing your income to decreasing your expenses and getting a handle on impulse spending, Tracy is going to share practical tips that you can start using today to have more money.

8 Ways to Have MORE Money (Now & in the Future)


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Money fights, arguments about credit cards, spending and debt are the number one cause of divorce. There are three simple things you can do to argue less, have more sex and feel more connected to your partner. If money conversations are something that you are stubbing your toe on or you don’t want to be shouldering the entire burden of financial responsibility in your marriage, this one’s for you!

Have More Sex & More Money


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Nicholle Overkamp is a personal finance expert who’s heart is on fire for helping women to build wealth, grow in confidence handling their money, and start to uncover their own self-worth. She left her toxic, mainly masculine financial firm after her desire to help and inspire women to build wealth was hampered, laughed at and minimized.

Digging Into Wealth & Worth with Financial Planner Nicholle Overkamp


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Financial Wellness – it’s not a destination. It’s a journey. It’s constant recalibration and making adjustments along the way to help you to build financial resilience so that you can, even when life throws you curveballs, because we both know it will, maintain financial equilibrium. Financial wellness serves to stabilize your financial situation so that you can the options, the tools, and the ability to create a stable, so much as you can in this crazy world we live in, healthy and successful life, however it is that you choose to define that success.

Your Framework For Financial Wellness


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It’s Small Business Saturday and today we are diving into how and why to choose to shop small, shop local, shop woman or minority-owned businesses. You’ll hear reminders of why this matters and how it benefits your community to keep those dollars close to home.

Why Shopping Small & Local Matters this Small Business Saturday


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How we spend our time and how we spend our money often run in tandem. However, let’s be careful not to use the limiting mindset and the finite amount of time we have when our kids are young to justify overspending. A lot of this work exists in figuring out what you value most and then lining up how you spend your minutes and how you spend your dollars in alignment with those values. 

Inspired Budgeting with Allison Baggerly


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You know that nagging feeling that you could be doing more with your money and how you wish you could create more space and options for your family? Amy Scott, Couples Financial Coach, will teach you how to declutter your finances and implement systems that work for you!

How to Master Your Money Inside Your Marriage with Amy Scott, Couples Financial Coach


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There are 4 Ways to Learn How to Earn More as a PA. Which one is right for you?

Download the 5 Mistakes Guide

Wondering what mistakes providers make ? Learn The PA-Pay Framework at home, at work, or on the go with this downloadable PDF of The PA-Pay Framework.

In this free guide, Tracy Bingaman will show you how the evidence based steps used in FBI negotiations to craft your power pitch. In this guide, you'll learn the 6-part framework that will help you prove your value and land the biggest raise of your career. 


Get The Guide

Perfect for: Anyone new to The PA-Pay Framework who wants to learn the formulas that have been working (in FBI hostage negotiations and meeting rooms) for decades

Listen to The PA Is In Podcast

Are you a PA who wants to make more money? We teach PAs to make more money and help them achieve "work optional" financial independence. More than 40,000 PAs are scaling their PA Income, no side hustle required.

Are you searching for a Unicorn Job as a PA?
You'll walk away from each episode with tangible income earning tips and understand how to land the juiciest raise of your career. 


Listen To the Show

Perfect for: The PA who is sick and tired of being underpaid and under appreciated at work who wants to land that mega raise.

Take the PA Personality Quiz

Want to discover your PA personality type?Take The Quiz and learn how you work and what your default reactions are as a PA.

You'll get an email from Tracy walking you through the next step in your journey to making more money than you've ever made as a PA.

With this evidence-based assessment of your personality you'll feel confident going forward (plus it's fun!)


Take The Quiz

Perfect for: Anyone wanting to know a *little* more about their personality as they navigate what's next. 

Book a Private Pay Raise Call

Do you need to pitch that raise ASAP and feel great about your supercharged income? With a Private Pay Raise Call, you will get to work directly with Tracy for an hour. These calls can be done on the phone or on Zoom and will be the best 1-on-1 negotiation training you've ever had.

If you feel it's been way too long since your last raise and your income isn't keeping pace with inflation, you'll understand your next step after this 1-hour call. 


Book A Call 

Perfect for: Any provider who is sick and tired of waiting on their employer to realize how valuable they are and pay them for their skills and experience. 

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