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
Top 6 Money Errors Doctors Make
Tax Planning
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
The Annual Financial Check-Up for Doctors
As a doctor, you’re probably incredibly familiar with performing annual check-ups for your patients — but it’s important to have an annual financial check-up as a doctor, too. We have a very long list, both… 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
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
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