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Investing

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January 7, 2026

When should docs rebalance their investment portfolio?

Why the 5/25 rule beats calendar-based rebalancing.
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January 5, 2026

Why IRR Can Be Misleading for Doctor Investors

What this popular metric gets right—and where it quietly fails.
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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.
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December 31, 2025

Revisiting My 10 Best Financial Predictions for 2025

What I got right and what I missed!
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December 30, 2025

The 5-Minute Doctor Guide to Pay & Negotiation

Negotiate trajectory, not just salary.
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December 23, 2025

Tax Plan Your Way to Wealth for Physicians and Medical Professionals

How proactive tax planning quietly compounds physician wealth.
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December 22, 2025

The Mega Backdoor Roth IRA: Explained Simply for Doctors

An advanced retirement strategy hiding inside certain 401(k) plans.
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December 17, 2025

The Data on Stock Picking Isn’t Subtle

Why index fund investing quietly beats active strategies for physicians.
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December 15, 2025

When Giving Up Liquidity Can Actually Be Worth It

How a SPIA trades flexibility for certainty in retirement (& apologies for the Sunday repost!)
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December 14, 2025

The Hard Part Isn’t Starting

A simple idea from Grit that’s helped me push through plateaus.
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