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Chad Chubb

5 Smart Steps to Organize Your Finances and Start the Year on the Right Track

January 9, 2025

Get your finances on track this year with 5 must-dos! Simple steps to organize, save, and secure your financial future.

5 Smart Steps to Organize Your Finances and Start the Year Right Happy New Year! Whether it’s 2025 or you’re reading this in the years that follow, there’s no better time to tackle your financial… Read More

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How Much Do I Need to Retire as a Physician?

January 5, 2025

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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The Ultimate First Year Baby Budget

January 2, 2025

Pablo 73

We built the ultimate first year baby budget by tracking all our major expenses in Ryker’s first year with us (Life update; he is almost 5 now!). As any first-time parent will tell you, YES,… Read More

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Understanding the 457b Retirement Plan: A Hidden Gem

January 2, 2025

Unlock year-end tax tips! Discover the fine line between smart and risky tax strategies. Stay informed with our insightful guide.

Understanding the 457(b) Retirement Plan: A Hidden Gem Retirement planning is full of complicated acronyms and different types of plans. You’ve probably come across a 401(k), 403(b), maybe even a Roth IRA, and it can… Read More

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What Does a Financial Planner Do? Find Out When You Should Hire One

January 2, 2025

Discover what financial planners do, when to hire one, and how they can simplify your path to financial success.

What Does a Financial Planner Do & When to Hire One? Hiring a financial planner can feel like a big step, but it doesn’t have to be overwhelming. Whether you’re managing your investments confidently or… Read More

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Five Costly Blunders Physicians Make with Their Health Savings Accounts

December 30, 2024

Five Costly Blunders Physicians Make with Their Health Savings Accounts

Five Costly Blunders Physicians Make with Their Health Savings Accounts Understanding Health Savings Accounts (HSAs) can be crucial for managing healthcare costs. As one of the most tax-advantaged accounts, HSAs offer significant value. Yet, many… Read More

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Solo-K vs. SEP IRA, Which is Right for You?

December 28, 2024

Go with the Solo-K to save your Backdoor Roth IRA

Solo-K vs SEP IRA: Choosing the Right Retirement Plan for Self-Employed Individuals Retirement planning can be daunting, especially if you’re self-employed. With several options at your disposal, it can be challenging to decide which retirement… Read More

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Should I Open A Roth IRA For My Child?

December 27, 2024

Should I open a Roth IRA for my child?

Should You Open a Roth IRA for Your Child? Here’s What You Need to Know Have you ever wondered if you can open a Roth IRA for your child? You’re not alone. Many parents are… Read More

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No 401k Plan, Now What?

December 27, 2024

No 401k plan, what to do?

Six Alternatives to Your 401k or 403b Plan Usually, your 401k or 403b is your best bet for retirement savings. However, there are times when these options might not be available to you. Perhaps you… Read More

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New Attending Physician? Smart Steps to Manage Your Pay Increase and Build Financial Freedom

December 26, 2024

New attending physician? Learn how to manage your income boost—pay off debt, save for a home, and invest smartly for your future.

New Attending Physician Pay Jump: What to Do Next As a new attending physician, you’re finally seeing a significant boost in your income. After years (a decade?!?) of hard work, long hours, and strict budgets… Read More

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