Sharing my journey to financial well-being…genuinely, transparently, one step at a time…
Most Popular Posts
How Much International Stock Should Be in Your Portfolio?
Creating your asset allocation is one of the most important steps in designing your written personal financial plan. Yet it’s easy to get stuck on…
Use the 3x Rent Rule to Protect Real Estate Cash Flow
One of the biggest concerns of new physician real estate investors (or any new real estate investors for that matter) is that cash flowing properties…
Top 5 Limiting Beliefs to Overcome on the Way to Wealth
Mindset is the most important factor determining your wealth. I will never not believe this. I know this to be a fact because I saw…
10 Ways to Implement “Deep Work” as a Physician
One of the better books that I have read recently is Deep Work by Cal Newport. Both my wife, Selenid, and I have read it….
Investing Basics
PhREI Network Roundup 9-14-23: The Stealth Wealth Strategy of Principal Paydown
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! Carpe Diem MD Ian Cook of…
Investing in 529 Accounts Just Got Even Better!
For doctors, investing in 529 accounts has always held some nice advantages. But, with the recent passing of the federal SECURE 2.0 Act, investing in 529 accounts got even better….
Finance Flash Go! Episode #127: Being a Limited Partner
Today on the Finance Flash Go! podcast, we will discuss more about the role of limited partners in investment structures. What are their rights? Their roles? Is their income passive…
Exploring the Time Value of Money for Physicians
We most often think of money in terms of its monetary value. And this obviously makes sense in a lot of ways. Unfortunately, however, monetary value does not capture the…
Real Estate Investing
What Do Doctors Need to Include in Their Savings Rate?
As I’ve shared before, the formula for wealth as a physician is quite simple. And a savings rate of at least 20% is pretty much mandatory. As a refresher, I…
5 Important Questions to Ask Your Investor Real Estate Agent
When you begin investing in real estate actively, you need to build a team. This team will help you automate processes so that it actually becomes quite passive for you….
PhREI Network Roundup 4-27-23: The ChatGPT AI Roadmap to Short Term Rental Success
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! Carpe Diem MD Ian Cook of…
Hands Off Investing in Stocks and Real Estate
Investing is not hard. Classifying it as simple may seem a bit facetious but I promise you that it is not. Investing can even be hands off. I never want…
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