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What Does It Mean to ‘Adjust as You Go’ in Retirement?
If you're leaning toward implementing the 4% rule when it comes to withdrawals in retirement, here's how to know how to adjust as you go The post Wha…
A Deep Dive into HSAs
Answering reader questions about HSAs and who might want to use them, the Thrift Savings Plan, and what to do with your retirement accounts when tran…
Medical Practice Group Retirement Plans: The Good, the Bad and the Ugly
Let's examine issues that group practice retirement plans may encounter and how to address them in a way that's compliant and cost-effective. The pos…
Performing a Personal Financial Health Audit: How Is Your Financial Health?
There are three forms of currency in our lives: money, time, and physical health. Spend some time reflecting on where you are in each area. The post …
Musings of a Cheapskate
I'm getting better as a spender. But a recent trip to South America was a wakeup call to me that I've still got a long way to go. The post Musings of…
What Is Your Biggest Financial Risk?
Are you worried about the wrong financial risks? Here are five scenarios to help better identify and protect yourself from the REAL threats. The post…
Delegator, Validator, or DIYer? Take This Quiz to Find Out What You Are
If you're not sure whether you are a delegator, a validator, or a DIYer when it comes to personal finance, here's a guide for you. The post Delegator…
I’ve Judged the WCI Scholarship Essays for 5 Years — This Is What I’ve Learned
Now that I've been a judge for the WCI scholarship for the past half-decade, let me tell you everything I've learned from the experience. The post I’…
WCICON25 Columnist Panel
Sharing one of our fan favorite sessions from WCICON25, as the WCI columnists joined Dr. Jim Dahle to talk about spending extravagantly. The post WCI…
Lessons from a Shift in the ER on Christmas Eve
Last Christmas Eve, I had to take a shift in the ER. Here's what happened and everything I learned from my experience. The post Lessons from a Shift…
Are Credit Card Points Worth the Investment?
Credit card travel rewards allowed me to take vacations I never dreamed I could. But does the travel hacking math really work in my favor? The post A…
Are You Moving Toward or Away from Financial Independence?
Retirement/financial independence isn't an age; it's a number. Here’s what to focus on to ensure you’re working toward your goal. The post Are You Mo…
Is Talking to ChatGPT About Finance Ever a Good Idea? Here’s My Investigation
Is using ChatGPT or any other chatbot a good idea when it comes to learning about finance? Here's what ChatGPT itself thinks about it. The post Is T…
Who Owns the Doctor Jobs?
Most of us complain about the effects of private equity on our workplaces and patient care. Let's start doing something about it. The post Who Owns t…
Financial Considerations When Taking Care of Your Aging Parents
If your parents are aging, it's time to have a talk about their finances and future plans. The sooner you do it, the better it's likely to go. The po…
PSLF, Insurance, and Bonds
Answering reader questions about Public Service Loan Forgiveness, looking for disability insurance as a resident, and what role bonds should play in …
Disability Insurance: The Vital Role of the Residual/Partial Disability Rider
A residual or partial disability rider provides insurance benefits to doctors who can still work but who can't perform all their duties. The post Dis…
Why You Can’t Invest by Looking in the Rear-View Mirror
A new investor might not understand that looking at a fund's past performance doesn't mean it'll have similar future returns. Here's why. The post Wh…
Education Costs: Why Jim Dahle Misses the Mark on Public vs. Private Schooling
The financial implications of education strategies can be tough, but the question of how we educate our children can't be reduced to money. The post …
Rebalancing Your Investment Portfolio – Back to Basics
Wondering about rebalancing your portfolio? Let's talk about a few important things about rebalancing, such as the why, when, and how. The post Rebal…