5 Reasons Why a Roth Conversion Might Be a Bad Idea You’ve probably heard the buzz about Roth conversions—they’re often touted as a slam-dunk retirement strategy. The allure of tax-free growth and the option to… Read More
Ask Me Anything Volume 3: Navigating Life’s Financial Crossroads In the third episode of our “Ask Me Anything” series, we’ll tackle a variety of financial topics. From asset protection during a divorce to understanding the… Read More
High Income Earners: Trifecta for Retirement Planning Imagine reaching your golden years with a rock-solid plan for financial security. For high-income earners like physicians, dentists, and vets, retirement planning involves more than just saving money…. Read More
Ask Me Anything Volume 2: Your Financial Questions Answered Welcome to another round of “Ask Me Anything,” where we tackle your financial questions with straightforward insights. If you caught the previous volume, you know the… Read More
10 Personal Finance Rules They Didn’t Teach You in School Have you ever wondered why personal finance isn’t a larger part of the school curriculum? Many of us have gone through a decade-plus of education… Read More
Last Updated: Imagine the peace of mind you’ll have knowing that everything your loved ones need to manage your affairs is in one organized place. This isn’t just a dream—it’s a reality you can create… Read More
Financial Priorities for the Newest Attending Physicians Congratulations! You’ve finished your residency or fellowship and are about to start making the big bucks. The day you thought would never come is finally here. So, let’s… Read More
First Ever AMA: Your Financial Questions Answered Today’s blog post is special. It’s our first-ever “Ask Me Anything.” From the moment I wanted to create a YouTube channel, this has been a dream. We finally… Read More
Unleash Your Financial Potential: 11 Habits to Start Today Harnessing your financial potential starts with taking action today. Whether you’re just starting your financial journey or looking to optimize your current strategies, these 11 habits… Read More
Four Ways High-Income Families Can Pay for College Preparing to send your children to college is a big step, especially for high-income families. Despite earning a good income, you might find that traditional financial aid… Read More