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Chad Chubb

Public Service Loan Forgiveness for Physicians, and Everything Else You Need to Know About Student Loans in 2023

January 23, 2023

PSLF for Physicians

🚨 Student loan news is breaking on what seems like a weekly basis, we will do our best to keep this post updated; last updated as of 1/23/2023 🚨 After the excitement wears off of… Read More

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Financial Planning for Early Career Attending Physicians

January 15, 2023

My Post 57

This is part two of our financial planning for our early career attending physicians. Earlier on the blog, we got the party started with Financial Planning for Last Year of Training Physicians. The goal of… Read More

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The 7 Most Important Things to Know About Physician Mortgage Loans

January 12, 2023

Copy Of A Doctors Guide To Student Loan Repayment 4

The physician mortgage loan (sometimes called the doctor mortgage loan) was created by banks because of the distinctive challenges physicians face when borrowing due to their high debt-to-income ratios — thanks to student loans. Many physicians… Read More

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What is a 457(b) Plan & How Does it Work?

January 6, 2023

What Is A 457(b) Plan & How Does It Work

While most people are familiar with retirement saving tools like a 401(k) or 403(b), fewer people are familiar with the 457(b) plan. With several different choices available, each more confusing than the other, taking control… Read More

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How Much Do I Need to Retire as a Physician?

January 2, 2023

How Much Do I Need To Retire As A Physician Or Wealthkeel

Back in 2018, I was asked to speak at the American Society of Colon and Rectal Surgeons (ASCRS) conference, and the topic was simple: How Much Do I Need to Retire as a Physician? Well,… Read More

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Retirement Savings Accounts for Physicians in 2023

January 1, 2023

Retirement Savings Accounts For Physicians

Everyone knows they need to save for retirement if they want to have any hope of reaching financial independence, but what retirement accounts should physicians be utilizing in 2023? What might not be as clear… Read More

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Building the Best Budget for Medical Residents

December 27, 2022

Building The Best Budget For Medical Residents Or Wealthkeel

One of the most common questions we get is “how do I build a budget as a medical resident?” This came up when we first moved to Philly in 2015, and we had our new… Read More

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How To Build a Tax Efficient Taxable Account as a Physician

December 22, 2022

How To Build A Tax Efficient Taxable Account As A Physician Or Wealthkeel

As a physician, you are in a fortunate spot to have to use taxable investment accounts. However, many of us feel cold sweat bead down our neck when we hear “taxable” as a high-income household…. Read More

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Financial Planning for a Medical Resident

December 21, 2022

Copy Of A Doctors Guide To Student Loan Repayment 6

Before we talk about financial planning for medical residents, let’s start with the most important part first: your primary goal while in residency or fellowship should be to become an exceptional doctor. The kicker is… Read More

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Roth IRA Strategies for Physicians

December 14, 2022

Roth Ira Strategies For Physicians

The “Backdoor Roth IRA” is a fantastic and commonly utilized Roth IRA strategy for physicians, but did you know there are other great ways to use a Roth IRA? Today, we are going to take… Read More

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