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April 13, 2025

Sorta Random Sunday: The Secret to Multitasking…

Here it is. Another post about a concept I picked up reading “The One Thing” by Gary Keller. Needless to say I'm a big fan.

April 11, 2025

Should You Actually Increase Your Stock Allocation in Retirement?!

I'm not going to lie. This one actually caught me a bit off guard. But it makes some sense. So bear with me before you

April 10, 2025

PhREI Network Roundup 4-10-25: The Customizable Fund Structure

As you know, as part of the PhREI network, we decided to start a weekly roundup to share new activity from across the network. Enjoy! The

April 9, 2025

You Can't Catch a Falling Knife in the Stock Market

You can't catch a falling knife in the stock market. This is of course an important axiom to follow. But also, as someone who managed

April 8, 2025

Finance Flash Go! Episode #73: How Much Should You Save for Kids' College?

Today on the Finance Flash Go! podcast, it’s all about 529 plans and asking ourselves “how much should you save for kids' college?” Listen to

April 7, 2025

How Doctors Can Teach Their Children About Money

How can doctors, and anyone really, teach their children about money? It's such a tricky and hot button issue. I don't have any bullet proof

April 6, 2025

Sorta Random Sunday: FIRE and the NFL

A couple of weeks ago, an NFL football player made headlines when he shared his plan for FIRE. And, not surprisingly, it drummed up some

April 4, 2025

When Is Poor Investing Education Worse Than Nothing?

Last week, I received the weekly newsletter from my two older sons' school, where they are in 1st grade and kindergarten. At first I was

April 3, 2025

PhREI Network Roundup 4-3-25: Real Estate for Exponential Gains

As you know, as part of the PhREI network, we decided to start a weekly roundup to share new activity from across the network. Enjoy! The

April 2, 2025

Crypto ETFs: A New Addition to Our Portfolio

There has been a big change in our written financial plan recently that I feel out is necessary to share with all of you. Selenid

April 1, 2025

Finance Flash Go! Episode #72: Mutual Fund Expense Ratios

Today on the Finance Flash Go! podcast, we’re going to cover mutual fund expense ratios in stock investing. Listen to the full episode and subscribe

March 31, 2025

Tax Planning for Doctors: What to Expect in 2025 and Beyond

Taxes are a significant concern for doctors—often the largest single expense we face. With the Tax Cuts and Jobs Act (TCJA) of 2017 set to