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June 30, 2023

New Net Worth Update: Almost a Millionaire

I must admit. Once again, I’ve been behind with my net worth update. (Here’s the last one.) Our financial plan calls for it every 3

June 1, 2023

PhREI Network Roundup 6-1-23: Partial Financial Freedom is Awesome Too!

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

May 31, 2023

7 Financial Considerations of Pursuing a Fellowship

The decision to pursue a fellowship as a doctor can be a complicated one. There are a ton of factors to consider. However, not is

May 15, 2023

11 Finance Steps for a Resident That Will Make You Over $1 Million

If you are a resident like I was, you probably feel a bit stuck financially. You don’t make a lot of money. You are working

May 1, 2023

What Do Doctors Need to Include in Their Savings Rate?

As I’ve shared before, the formula for wealth as a physician is quite simple. And a savings rate of at least 20% is pretty much

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