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
Your Ultimate Guide to Creating a Legacy Drawer 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… 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
Five Costly Blunders Physicians Make with Their Health Savings Accounts Understanding Health Savings Accounts (HSAs) can be crucial for managing healthcare costs. As one of the most tax-advantaged accounts, HSAs offer significant value. Yet, many… 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
Rescue Your Old 401k Now! Key 2024 Updates and Solutions Today’s discussion focuses on an essential topic for your financial future: rescuing your old 401(k) plan. With significant updates that took effect on January 1,… Read More