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June 27, 2025
Every time that I give a talk to other doctors about the importance of financial well-being, I inevitably receive the same question afterwards. How do
June 23, 2025
I recently hosted Paul Channo from Tax Planning Boutique to discuss the potential upcoming changes to the tax code in the “Big, Beautiful Bill.” These
June 20, 2025
About a year ago, Selenid and I received an unexpected letter from the New York State Department of Taxation. Basically, they were informing us that
May 16, 2025
Doctors’ biggest expense each year is hands-down taxes. That’s why lowering one’s tax burden is by far the #1 question or topic request that I
March 31, 2025
Taxes are a significant concern for doctors—often the largest single expense we face. With the Tax Cuts and Jobs Act (TCJA) of 2017 set to
February 21, 2025
I’ve talked before about how important it is to rebalance your investment portfolio. And while it’s important to understand the concept of rebalancing, we need
February 7, 2025
Owning mineral rights can offer lucrative rewards, making it an increasingly attractive option for savvy accredited investors. Mineral rights investment ownership grants the holder the
January 31, 2025
Let’s pretend for a second that my crystal ball is clear. And that I can read the tea leaves and make financial predictions that are
January 30, 2025
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
November 11, 2024
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
