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Impact of the One Big Beautiful Bill on Student Loans
Discussing and answering reader questions about the One Big Beautiful Bill Act, how it will affect current and future student loans, and whether it's…
Real Estate Syndications 101
Today, let's focus on a specific type of passive real estate investment tool known as the real estate syndication. The post Real Estate Syndications …
Does ‘Buy, Borrow, and Die’ Work for Physicians?
What is the Buy, Borrow, and Die strategy, and can physicians and other high earners really make it work for them? The post Does ‘Buy, Borrow,…
Don’t Build Your House Upon the Sand
What lessons can we learn from the divorced prominent plastic surgeon, who had to get rid of all their riches in an estate sale? The post Don’t…
4 More Times When Doctors Were the Coolest People Ever
Whether you're a pioneer in the space program or you battle fires after performing surgery, it's time to celebrate how cool doctors are. The post 4 M…
Freedom vs. Fiduciary Responsibility in a Company 401(k)
Companies and partnerships need to remember they have a fiduciary duty to their employees. Here's my approach to my partnership's 401(k). The post Fr…
Stuff You Should Take with You When You Leave Your Job
Someday—hopefully years from now—I will pack up my office and go home for the last time. Here's what I will think about taking with me. The post Stuf…
Estate Planning and Passing Wealth to Your Children – 428
Today we are answering your questions about estate planning and passing on of wealth to future generations. We talk about the value of giving your ki…
Physician Finances: Fix Common Planning Gaps
Plenty of people have been financially successful but still have huge holes in their financial plan. Let’s discuss how to close those gaps. The post …
5 Ways to Retire with $5 Million by Age 55
Would you like to retire with $5 million by age 55? Here are five different ways to get there—only one of them involves winning the lottery. The post…
Know Why You Own Each of Your Investments
Let's go through each piece of our publicly traded portfolio and discuss why we own what we own and why you should know, too. The post Know Why You O…
Top 16 Asset Protection Strategies for Doctors
Every doctor needs an asset protection plan. The best are simple, inexpensive, and highly effective at protecting you from financial loss. The post T…
Trump Accounts — What to Know About This ‘Baby Bonus’ from the One Big Beautiful Bill
Now that the One Big Beautiful Bill is law, let's talk about Trump Accounts for babies and how they compare to other accounts for kids. The post Trum…
The Wealth-Building Lessons That Doctors Can Learn from Dentists
Dentists and doctors oftentimes think differently about employment and stacking income. Here's what physicians can take away from dentists. The post …
Dealing with a Disability Claim with Attorney Ben Glass
An interview with disability insurance attorney Ben Glass, who talks about what makes for a strong disability claim, when you might need to get an at…
Estimated Taxes and the Safe Harbor Rule
Learn about the safe harbor rule and how and why to do estimated tax payments while avoiding penalties and interest as a self-employed doctor. The po…
How the ‘One Big Beautiful Bill’ Act Will Affect Doctors
The passage of the One Big Beautiful Bill Act will affect plenty of doctors when it comes to income, taxes, healthcare, and student loans. The post H…
The Emotions Behind Short-Term Trading: The Other 5% of Your Money
This was my first attempt at short-term trading, trying to take advantage of market volatility with a strategy to score some quick cash. The post The…
What’s Been Your Biggest Splurge Recently?
We talk plenty about how you have to live a good life along the way to retirement. And sometimes it’s OK to splurge in the present. The post What’s B…
Low-Income Doctor in a High-Cost-of-Living Area (HCOL)
It's not impossible to reach financial security as a low-income doc in a high COLA, but success is more difficult. These tips will help you. The post…