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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

October 17, 2022

Tips for New Doctors Moving

The COVID-19 pandemic changed the way of life for most Americans and impacted nearly every industry. Labor shortages, higher gas prices and supply issues have

October 14, 2022

A Complete Guide to Physician Home Loans

After years of medical training, many young physicians are eager to celebrate their new career with the purchase of their first home. Not to be