🎥 YouTube only content, the thumbnail will take you directly to the video 🎥
The Backdoor Roth IRA and Three Mistakes to Avoid
Investment Management
What is a 457(b) Plan & How Does it Work?
While most people are familiar with retirement saving tools like a 401(k) or 403(b), fewer people are familiar with the 457(b) plan. With several different choices available, each more confusing than the other, taking control… Read More
Retirement Savings Accounts for Physicians in 2023
Everyone knows they need to save for retirement to have any hope of reaching financial independence, but what retirement accounts should physicians be utilizing in 2023? What might not be as clear is what type… Read More
How To Build a Tax Efficient Taxable Account as a Physician
As a physician, you are in a fortunate spot to have to use taxable investment accounts. However, many of us feel cold sweat bead down our neck when we hear “taxable” as a high-income household…. Read More
Financial Planning for a Medical Resident
Before we talk about financial planning for medical residents, let’s start with the most important part first: your primary goal while in residency or fellowship should be to become an exceptional doctor. The kicker is… Read More
Roth IRA Strategies for Physicians
The “Backdoor Roth IRA” is a fantastic and commonly utilized Roth IRA strategy for physicians, but did you know there are other great ways to use a Roth IRA? Today, we are going to take… Read More
9 Incredible Money Habits for Doctors to Establish ASAP
Your habits inform the way you live your life — whether you consciously realize it or not. Those habits don’t only impact your personal life; they can also affect your money. Are you a spender… Read More
Your HSA Can Be a Great Tax Tool
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
Financial Checklist for Physicians
We know just how hectic your life as a physician can be, which makes it incredibly difficult to complete a financial checklist for physicians, even if you know how important it is. So when you… Read More
8 Ways To Achieve Financial Success as a New Attending
Congratulations — you’re coming up on a very exciting time in your medical career, and that means it’s time to achieve financial success as a new attending physician! As an attending, you have many doors… Read More