Taxes

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March 31, 2025

Tax Planning for Doctors: What to Expect in 2025 and Beyond

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 7, 2025

Mineral Rights: A Lucrative Investment Opportunity in Energy and Real Estate

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

My 10 Best Financial Predictions for 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

PhREI Network Roundup 1-30-25: Wins of 2024

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

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

September 6, 2024

Embrace Wabi Sabi in Your Investing Plan

To reach financial freedom, you need a personal investing plan. And Ideally this plan is summarized and made concrete in a written personal financial plan.

August 22, 2024

PhREI Network Roundup 8-22-24: 3 Lessons I Learned From a Huge Tax Book

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

August 2, 2024

Analyzing 8 Investment Tips for Doctors from ChatGPT

AI is becoming pervasive in our culture. And I don’t think it’s going anywhere. No, I don’t think it’s going to replace us anytime soon.

July 19, 2024

3 Massive Ways Real Estate Tax Savings Can Backfire

I’ve said many times that real estate investing has been a huge accelerant in my wealth building process over the last 3+ years. In fact,

July 8, 2024

Our Complete, Updated 2024 Written Financial Plan

To be honest, not a ton has changed recently in 2024 with our written financial plan. However, I realized that our complete and most updated