One of the most common questions we get is “how do I build a budget as a medical resident?” This came up when we first moved to Philly in 2015, and we had our new… Read More
Building the Best Budget for Medical Residents
Insights
The Ultimate Guide to Disability Insurance for Physicians
I am beyond excited for you to jump into this wonderful guest blog post from Larry Keller, where he shares his ultimate guide to disability insurance for physicians. And we are fortunate to have yet… Read More
How to Stop Being a HENRY & Take Control of Your Finances
Are you among a growing group of people in the U.S. who have a high household income, yet your savings never seem to grow significantly year after year? Believe it or not, there’s a name… 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
13 Financial Tips for Physicians
Many physicians wonder how they can get ahead financially, but the truth is that building lifelong financial stability is less about having the best possible “trick up your sleeve” and more about having long-term dedication…. 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
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
Balancing Saving for Short and Long-Term Goals
How to Save for Short-Term Goals While Also Saving for Retirement Balancing your short-term financial goals with long-term retirement planning can feel like a juggling act. Whether you’re saving for a down payment on a… 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
Easy Ways To Protect Your Assets As A Doctor
Asset Protection for Physicians: Safeguarding Your Wealth Asset protection isn’t just for the ultra-wealthy—it’s crucial for everyone, especially physicians who often face higher risks of lawsuits. This comprehensive guide will walk you through some of… Read More