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
Building the Best Budget for Medical Residents


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

What to Look for in a Financial Advisor Choosing the right financial advisor can feel overwhelming. Whether you’re considering hiring one for the first time, switching to someone new, or just evaluating your current advisor,… Read More
Are you among a growing group of people in the U.S. who have a high household income, yet your savings never seem to grow significantly year after year? Believe it or not, there’s a name… Read More

Many physicians wonder how they can get ahead financially, but the truth is that building lifelong financial stability is less about having the best possible “trick up your sleeve” and more about having long-term dedication…. Read More

Ask Me Anything, Volume 5: Your Questions on Student Loans, Housing Budgets, and Lifestyle Creep Answered Welcome back to another round of Ask Me Anything! For this fifth edition, you’ve sent in fantastic questions covering… Read More

Physician Side Gigs: Business Structure, Taxes, and Investment Strategies Taking on a side gig can be an exciting way for physicians to earn extra income, explore interests, and maximize financial opportunities. But let’s be honest—when… Read More

Before we get into the importance of financial planning for locums docs, we need to set something straight. As a doctor, you got into this profession to make a difference in people’s lives. However, as… Read More

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
It is safe to say no one likes taxes, and one of the most common questions we get is, “Chad, what are some good ways to help with my tax bill?” Our first compliant answer,… Read More

Exploring Aggressive and Controversial Tax Strategies As we inch closer to the end of the year, you might find yourself surrounded by advice on how to cut down your tax bill. If you’ve been on… Read More
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