Unpacking the New 529 to Roth Transfer: Guidelines and Strategic Insights for 2025 and Beyond The introduction of the ability to transfer funds from a 529 plan to a Roth IRA marks a significant shift… Read More
How to Make 529-To-Roth IRA Transfers
Insights
7’ish Financial Mistakes To Avoid In Your Accumulator Years
7’ish Financial Mistakes To Avoid In Your Accumulator Years Navigating through your prime earning years is like steering a ship through both calm and stormy waters — it takes careful planning and constant attention to… Read More
Retirement Savings Accounts for Physicians in 2025
Everyone knows they need to save for retirement to have any hope of reaching financial independence, but what retirement accounts should physicians be utilizing in 2025? What might not be as clear is what type… Read More
Pros & Cons as a VA Physician
Pros and Cons of Being a VA Physician Being a VA physician comes with its unique blend of ups and downs. This blog post topic, suggested by one of our YouTube viewers, Dr. Miller, dives… Read More
Public Service Loan Forgiveness for Physicians, and Everything Else You Need to Know About Student Loans in 2025
🚨 Student loan news is breaking on what seems like a weekly basis, we will do our best to keep this post updated; last updated as of 1/2025. A lot of the information in this… Read More
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
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
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
Estate Planning for Physicians
Estate planning for physicians, sure, it is not the most exciting topic, but it is vital! We are going to take the “morbid” topic and make it more digestible. We will start with six common… Read More