Investing

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March 4, 2026

A Tax Disaster… From a “Safe” Fund

The target date fund controversy and what physicians should take from it.

March 4, 2026

The New Hidden Advantage of 529 Accounts for Doctors with Kids

For doctors, investing in 529 accounts has always held some nice advantages. But, with the SECURE 2.0 Act, investing in 529 accounts got even better.

March 2, 2026

The Pay Off Debt vs Invest Debate (For Doctors)

When arbitrage works, when it doesn’t, and how I think about it personally.

February 27, 2026

Inside Look Into My 2025 Portfolio Performance

Every account. Every allocation. No market timing. No brilliance required.

February 25, 2026

Why Being a Millionaire Is No Longer Enough for Doctors

$1 million used to mean wealth. Today, it might mean $40,000 a year. Here’s the uncomfortable truth.

February 23, 2026

Some Doctors Burn Out. Others Don’t.

The real difference between fulfilled physicians and exhausted ones.

February 18, 2026

Two Funds for Life. Not Twelve.

Can Just Two Funds Build Real Wealth?

February 16, 2026

Finances and Your Partner: How to Get on the Same Page!

Misalignment at home quietly sabotages even the best financial plans.

February 13, 2026

10+ Ways Doctors Can Access Their 401k Early

One of the biggest critiques is that a 401k account is like “money jail.” The advice that usually follows this critique is that doctors should

February 11, 2026

Net Worth and Wealth Are Different: Does It Matter? (Yes!)

Why a growing number on paper doesn’t always mean financial freedom for physicians