As a high-income earner, managing your finances strategically is not just beneficial—it’s essential. The journey towards fiscal stability and growth involves prioritizing where and how you allocate your resources across various investment vehicles and savings… Read More
Financial Wellness
Fun Ways To Educate Kids About Money!
Teaching Your Kids About Money: A Comprehensive Guide Managing money wisely is a fundamental life skill, yet many people wish they had learned more about financial management at a younger age. As a parent, you… Read More
5 Money Moves as a Post-Match Physician
Navigating Financial Waters: Five Essential Money Moves for Post-Match Physicians Welcome to a pivotal moment in your medical career! Matching into a residency program not only paves the way for you to become a world-class… Read More
Prioritize Your Retirement: Why It Matters More Than Your Kid’s College Savings!
Why You Should Prioritize Your Retirement Over Your Kids’ College Savings Today’s topic is a tough one: your retirement is more important than your kids’ college savings. As a parent of three young kids, I… Read More
Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study!
Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study! Today’s topic is an important one that many of us often ponder: “Am I saving enough?” This question came from one of… Read More
7’ish Financial Mistakes To Avoid In Your Accumulator Years
7’ish Financial Mistakes To Avoid In Your Accumulator Years Navigating through your prime earning years is like steering a ship through both calm and stormy waters — it takes careful planning and constant attention to… Read More
Pros & Cons as a VA Physician
Pros and Cons of Being a VA Physician Being a VA physician comes with its unique blend of ups and downs. This blog post topic, suggested by one of our YouTube viewers, Dr. Miller, dives… Read More
Top 6 Money Errors Doctors Make
Are you a physician struggling with your finances? Yes, we see a lot of money errors from doctors (It happens! It can be fixed. I promise.). In this post, we will cover the top 6… Read More
Balancing Saving for Short and Long-Term Goals
How to Save for Short-Term Goals While Also Saving for Retirement Balancing your short-term financial goals with long-term retirement planning can feel like a juggling act. Whether you’re saving for a down payment on a… Read More
Seven Ways a Financial Planner Can Help a Physician
A very common question(s) we get: What value can financial planning bring to me as a physician? Or simply put, what do you do for me? Proper financial planning is indispensable for setting you on… Read More