Investing

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July 25, 2025

DIY vs. Financial Advisor: What’s the Best Approach for Doctors to Manage Their Money?

Managing your finances is one of the most important aspects of your life as a physician—and it’s one of the least taught subjects in our

July 24, 2025

PhREI Network Roundup 7-24-25: Things Should Get Better After Residency Training

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 22, 2025

Finance Flash Go! Episode #88: Should You Invest in a Backdoor Roth IRA?

Today on the Finance Flash Go! podcast, I’ll share my thoughts about investing in a backdoor Roth IRA as a high income earner. Listen to

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