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September 30, 2026

AI Is Increasing Healthcare Costs. But Is That Really the Problem?

AI may be increasing healthcare spending by identifying more patient complexity. But for physicians, the bigger question is whether those costs were actually there all

September 23, 2026

My 403(b) Had a Surprise. My Financial Plan Didn’t Change.

When my 403(b) appeared as two accounts, I learned something surprising about what I own and which details of a retirement plan actually matter.

September 22, 2026

The 2 Ways Tax Conscious Physicians Are Investing in Oil & Gas

Mineral rights and working interests offer two different paths to direct oil and gas ownership. Here’s how they work, where the tax benefits come from,

September 18, 2026

If This Were My Physician Job, I’d Leave

Employment isn’t the problem. Losing autonomy, fair compensation, and the ability to care for patients is.

September 16, 2026

Rebalancing Your Portfolio: The Simple Habit for Physicians Forcing you to Buy Low & Sell High

A simple investing habit that keeps your portfolio on target without trying to time the market.

September 14, 2026

Renting to Section 8 Tenants: The Real Pros and Cons From 6 Years of Experience

After 6 years and a portfolio that’s roughly one-third Section 8, here’s what I’ve learned.

September 11, 2026

What Even Is an Accredited Investor?

And Why Doctors Shouldn’t Be Too Impressed by the Label

September 10, 2026

Breakdown for Physician Investors: The Case for Class A Real Estate

If you spend any time looking at passive real estate investments, you will eventually come across a building described as Class A, Class B, or

August 28, 2026

Physicians Hear About Real Estate Tax Strategies All the Time. Do They Actually Work?

A $250K savings case study shows how REPS, cost segregation, and proactive planning can come together.

August 20, 2026

How I Upgraded My Financial Plan From Tracking Net Worth to Understanding My Financial Future

Translating my spreadsheet into a real-time financial dashboard