Investing

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July 21, 2025

Top 5 Tax Mistakes Every 1099 Physician Must Avoid

Let’s take a journey together, guided by the team at DocWealth, a physician founded tax strategy firm with a focus specifically on the unique needs

July 17, 2025

PhREI Network Roundup 7-17-25: Ending Needle Pain

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! The

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

July 15, 2025

Finance Flash Go! Episode #87: Inflation & What It Means for Your Money!

On this episode of the Finance Flash Go! podcast, we are talking about inflation, what it is, and what it means for you and your

July 14, 2025

Automated Direct Indexing: A Personalized Investment Strategy for Physicians

As physicians, our financial journeys are unique—marked by years of education, high earning potential, and complex tax considerations. Traditional investment vehicles like mutual funds and

July 11, 2025

Dollar Cost Averaging or Lump Sum Investing: Which is Better?

This is actually a fairly common question that I get asked regarding my philosophy as well as my own investing habits. And I’m always kind

July 10, 2025

PhREI Network Roundup 7-10-25: 3 Upsides of Locum Tenens Medicine

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! The

July 9, 2025

Is a 401k Account Really Money Jail?

I still consistently hear a lot of folks in the personal finance space refer to 401k investment accounts as “money jail.” And to be honest,

July 7, 2025

I Dare You to Take the Checking Account Challenge

Over the past month, Selenid and I have been experimenting with what I call the “checking account challenge.” And we are finding it to actually

July 4, 2025

You Need to Stick to Your Financial Values, Not Opinions

In his fantastic book, Think Again, Adam Grant emphasizes the importance of defining our identity in terms of our values, rather than our opinions. This