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March 13, 2023

Silicon Valley Bank Failure:  Extinction Level Event or Overreaction?

An unusual, dramatic series of events led to the failure of Silicon Valley Bank (SVB) on March 10, 2023.   News of SVB’s demise sent shockwaves

March 10, 2023

Match Day 2023: 5 Debt Management Tips for New Doctors

Match Day is an exciting yet stressful time for new doctors. One of the more stressful things is that you are now transitioning from a

February 15, 2023

What You Need to Know About Assets and Liabilities

Let’s get down to some foundational stuff. Let’s talk about assets and liabilities and how they will determine your wealth and, ultimately, financial freedom. The

January 26, 2023

PhREI Network Roundup 1-26-23: 1031 Exchange vs. the “Reverse” 1031 Exchange

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! Carpe

January 23, 2023

3 Ways My Financial Plan Is Changing Due to End of Federal Student Loan Forbearance

When I wrote this post, the federal student loan forbearance ended on December 31, 2022. Now it’s extended. So this piece is now how I

January 16, 2023

Life Insurance & Credit Card FAQs: An Odd Couple

I was recently asked to share some of my thoughts on some common life insurance and credit card FAQs by MoneyGeek. Why these two topics

January 2, 2023

Top 11 Ways That Doctors Should Invest Their Money

Let’s just get right into it! You already know what investments I really think you should avoid. So, what are the top 11 ways that

November 30, 2022

Can My Retirement Accounts Keep Up with Inflation?

Theoretically in response to inflation, the IRS recently announced that the contribution limits for 401(k)/403(b) retirement accounts is being raised from $20,500 in 2022 to

November 21, 2022

3 Ways That the Path to Doctorhood Hurts Our Career and Finances

The path to doctorhood is not an easy one by any stretch of the imagination. Regardless of specialty, becoming a doctor is grueling. Start with

October 28, 2022

7 Step Guide to Budgeting for Early Career Doctors

As a doctor-in-training or doctor early in your career, you already have enough on your plate — the absolute last thing you want to worry