Am I Saving Enough for Retirement (with only a Solo-K)? Live Case Study! Today’s topic is an important one that many of us often ponder: “Am I saving enough?” This question came from one of… Read More
Tax Planning
Roth Conversions and Why They Are Vital. Live Case Study!
Unleashing the Power of Roth Conversions for High-Income Earners As a high-income earner, you’re likely no stranger to leveraging various financial strategies to optimize your savings and minimize your tax burden. Today, we’re diving into… Read More
Top 6 Money Errors Doctors Make
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
10 Common Tax Deductions for 1099 Physicians
Common Tax Deductions for 1099 Income Physicians If you’re a physician earning 1099 income, whether from a side hustle or your practice/hospital, you might be missing out on some significant tax deductions. Maximizing your deductions… 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