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April 3, 2026

Roth Conversions for Doctors: When the Math Gets More Interesting

The appeal is simple: move more money into Roth while potentially paying tax on a lower value.

January 12, 2026

12 Steps to Financial Freedom That Made Me a Better Physician

Burnout was not the real problem. Financial stress was.

January 2, 2026

Your 9-Step Financial Checklist for the New Year

A simple, physician-focused reset to build wealth and stay on track in 2026.

October 30, 2025

The Case for GSI Disability Insurance, Even if you’re Perfectly Healthy

GSI isn’t a backup plan. It’s often the best first choice for residents and fellows.

August 11, 2025

Why Disability Insurance Is a Must-Have for Doctors—Even If You Never Use It

You’ve done everything right so far. Years of school. Residency. Long hours. Maybe even a sub-specialty. All to build the kind of life and career

July 16, 2025

7 Financial Habits of Highly Successful Physicians

I love the idea that not sucking at money is a superpower. My superpowers are my financial habits. It makes me feel like I’m some sort

June 27, 2025

I Designed a DIY Financial Literacy Curriculum for Physicians

Every time that I give a talk to other doctors about the importance of financial well-being, I inevitably receive the same question afterwards. How do

June 13, 2025

12 Answers to “Why Is Retirement Planning Important for All Physicians?”

Personal finance is a significant component of overall personal well-being. However, it is almost universally overlooked by physicians in general, including plastic surgeons like me.

May 28, 2025

Why Every Doctor Needs Disability Insurance and How to Get the Right Kind

As a physician, you’ve dedicated years to your education and training, building a career that provides financial security for yourself and your family. But what

May 14, 2025

A Disability Insurance Do-Over?: Case Studies and A Word of Caution

Disability insurance is something that all doctors who have not yet reached financial freedom absolutely need. Your ability to generate a high income is your