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Chad Chubb

7 Retirement Truths Nobody Tells You: Prepare for Hidden Risks and Realities

June 26, 2025

Discover 7 surprising retirement truths most people ignore, from loneliness to financial stress. Prepare for real-life challenges and protect your peace of mind.

7 Shocking Retirement Truths That Nobody Talks About Retirement is often painted as a time for travel, golf, and endless relaxation. But the transition out of full-time work isn’t just a financial finish line; it’s… Read More

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NUA 401(k) Tax Strategy: Maximize Savings on Company Stock for High-Earners

June 19, 2025

Unlock hidden tax savings with the NUA strategy for company stock in your 401(k). Learn how to lower your IRS bill and avoid common mistakes in 2025.

What Most Docs Miss About Their Spouse’s 401(k): Unlocking a Powerful Tax Strategy with NUA If you or your spouse have company stock inside a 401(k), you could be sitting on an overlooked tax gem…. Read More

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Disability Insurance for Doctors: Protect Your Future Income

June 12, 2025

Discover why disability insurance isn’t optional for young doctors. Learn how to shield your income, avoid costly gaps, and secure your financial future today.

The Financial Mistake That Could Destroy a Doctor’s Future: Why Disability Insurance Isn’t Optional Picture this: you’ve done the years of school, survived the residency grind, and finally started making the kind of money your… Read More

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AMA Volume 8: Understanding Married Filing Separately and Powerful Tax Strategies for Physicians

June 5, 2025

Get direct answers on married filing separately, tax-saving moves for physicians, HSA rules, backdoor Roth tips, and real estate strategies.

Ask Me Anything Volume 8: Understanding Married Filing Separately and Powerful Tax Strategies for Physicians Managing finances as a physician can be challenging. You face tricky tax rules, ongoing student loans, and constant decisions about… Read More

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Pre-Tax vs Roth for Physicians: Why Pre-Tax Still Maximizes Your Retirement

May 29, 2025

Set yourself up for a stronger retirement with smart pre-tax savings strategies for high-income physicians. Keep more today, pay less later, and stress less.

Why Pre-Tax Should Still Be Your Go-To For Retirement Savings in Your Peak Physician Years When you earn a high income, every decision about your retirement accounts can have a lasting effect. One of the… Read More

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How to Talk About Money With Your Partner: High-Income Couples Guide

May 22, 2025

Start talking about money with your partner and strengthen your relationship. Learn how high-income couples can manage finances, reduce stress, and reach shared goals.

How to Talk About Finances with Your Partner: A Guide for High-Income Households Money. It’s not just about numbers; it’s about dreams, security, and the future you’re building together. For high-income couples, the financial landscape… Read More

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Best and Worst Places to Keep an Emergency Fund — Maximize Safety and Earnings

May 15, 2025

Find out where your emergency fund really belongs. See the best and worst options so your savings stay safe, earn more, and are easy to access.

Is Your Emergency Fund in the Right Place? The Best and Worst Options Life throws curveballs. A sudden car repair, an unexpected medical bill, or a job loss can leave you scrambling. That’s where an… Read More

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AMA Volume 7: Avoid Costly Financial Mistakes as a Doctor: Key Money Moves for Physicians

May 8, 2025

Learn how to avoid common financial mistakes doctors make, from starting late with planning to choosing the right insurance and advisor for a secure future.

Ask Me Anything: Top Financial Mistakes Doctors Make (and How to Avoid Them) You spend years in training, mastering the art of medicine. But what about managing your money? It’s easy to let financial planning… Read More

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Review Your Tax Return: Catch Costly Errors, Save Money, and Avoid IRS Penalties

May 1, 2025

Spot costly mistakes before you file. Review your tax return for common errors like Backdoor Roth missteps, missed 1099s, and underpayment penalties. Save money now.

Review Your Tax Return: Uncover and Correct the Most Common Errors You file your taxes every year, maybe with a professional, and assume everything is correct. But what if there’s money hiding in plain sight,… Read More

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The 529 Plan: Maximize College Savings, Tax Benefits & Avoid Common Mistakes

April 24, 2025

Spot costly mistakes before you file. Review your tax return for common errors like Backdoor Roth missteps, missed 1099s, and underpayment penalties. Save money now.

The 529 Plan: Your College Savings Questions Answered College is expensive. You know it, and I know it. As costs continue to climb, many parents are looking for smart ways to save for their children’s… Read More

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