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November 11, 2024

7 Steps to Build My Rich Dad Cash Flow Statement

In his famous book, Rich Dad, Poor Dad, Robert Kiyosaki introduces the concept of the cash flow statement. (He technically calls it an income statement

November 8, 2024

Private Equity Investments Might Work, But Not for Doctors

Investments in private equity are exciting. Because they aren’t available to everyone. They are not public. They are private. But are private equity investments actually

November 6, 2024

Do Physician Couples Need to Share Finances?

This is actually one of the most common financial questions and relationship questions in general. But, as always, this discussion will focus on a doctor

November 4, 2024

5 Smart Ways to Pay for Your Kid’s College

Most of my friends, coaching clients, or anyone that e-mails me on a financially related topic has questions about how and how much to save

November 1, 2024

Understanding the Capital Stack: How Physicians Can Diversify with Real Estate

For physicians looking to diversify their portfolios, passive real estate investment offers a compelling pathway to balance risk while achieving a blend of income and

October 31, 2024

PhREI Network Roundup 10-31-24: Medical Students Shouldn’t Invest in Real Estate

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

October 30, 2024

Numbers Don’t Lie: Why Active Stock Management Can’t Win

There are two ways you can invest in stocks: active or passive stock management. If you’ve read this blog before, you know that I am

October 29, 2024

Finance Flash Go! Episode #45: Small Cap Vs. Mid Cap Vs. Large Cap Stocks

Today on the Finance Flash Go! podcast, it’s trap or cap time. So let’s go find out what small cap, mid cap and large cap

October 28, 2024

Is the Certainty Bias Causing Doctors to Make Financial and Medical Mistakes?

The certainty bias is a particularly strong bias and heuristic. And we may think that as “sophisticated” and educated doctors, we are not as susceptible

October 25, 2024

7 Simple Habits That Will Make You Financially Successful

Habits make you what you are. Financially successful habits will make you financially successful. Let me give you an example: In residency, I always did