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
How Much Do I Need to Retire as a Physician?
Retirement Planning
What is a 457(b) Plan & How Does it Work?
457(b) Plan for Physicians: 2026 Guide Last updated: While most physicians are familiar with retirement accounts like a 401(k) or 403(b), fewer understand the 457(b) plan—despite it being one of the most powerful (and misunderstood)… Read More
Financial Planning for Doctors by Career Stage
Key Takeaways: Your plan should evolve with your career. The right financial moves for a new attending are different from the decisions that matter most once your income, assets, family responsibilities, and retirement timeline become… Read More
2026 Mega Backdoor Roth IRA Step-by-Step Guide
2026 Mega Backdoor Roth IRA Step-by-Step Guide If the Mega Backdoor Roth IRA feels like one of those topics that sounds exciting and slightly annoying at the same time, you’re not alone. The good news… Read More
2026 Roth Catch-Up Rules: High Earners 50+
2026 Roth Catch-Up Contributions: New Rules for High Earners 50+ (Don’t Lose $11,250) Last Update: If you’re over 50 and your income is on the higher side, 2026 comes with a retirement-plan curveball. The catch-up… Read More
Retirement Planning: 5 Powerful Boosters To Grow Your Future Income
Retirement Planning Tips: 5 Powerful Boosters for Your Future You probably grew up thinking retirement happens at 65, you get a cake, a watch, and ride off into the sunset. Cute story, but not how… Read More
5 Big Reasons Roth Accounts Matter Even More In Retirement
Why Roth Accounts Matter So Much More In Retirement You probably already know Roth accounts are “good.” Tax-free growth, tax-free withdrawals, all that fun stuff. But you might not realize how much more you will… Read More
5 Retirement Mistakes That Could Cost You Millions and How to Avoid Them
5 Retirement Mistakes That Could Cost You Millions (and How to Avoid Them) Think losing a few thousand hurts? Try letting simple missteps snowball into a seven-figure hit. You work too hard to wing your… Read More
Retirement Spending: Drop, 70-80% Rule, or Smile Curve?
How Much Does Retirement Spending Drop? The Real Smile Curve Does your spending really fall once you retire, or is that wishful thinking? You have probably heard that you only need a slice of your… Read More
7 Retirement Truths Nobody Tells You: Prepare for Hidden Risks and Realities
7 Shocking Retirement Truths That Nobody Talks About Retirement is often painted as a time for travel, golf, and endless relaxation. But the transition out of full-time work isn’t just a financial finish line; it’s… Read More