Sharing my journey to financial well-being…genuinely, transparently, one step at a time…

How We Help

My Course

Graduating to Success is a transformative course designed for medical professionals anywhere in their career. Offering practical tools, strategies, and mentorship, it helps you navigate the complexities of starting and optimizing your career, ensuring a smooth transition, building financial stability, and achieving long-term professional success. Enroll today!

Medical Surveys

Doctors can get paid for their expert knowledge with these medical surveys that I use myself! Share your insights on various medical topics and earn money in the process. It’s an easy, flexible way to monetize your expertise while contributing to important research. Start today and turn your knowledge into income!

The Book

Money Matters in Medicine is an essential guide for healthcare professionals navigating the financial complexities of their careers. Packed with actionable insights, expert advice, and real-world strategies, this book empowers doctors to master their finances, from student debt to investment planning. Take control of your financial future today!

My Story

I’ll never forget the overwhelming feeling that hit me when I finished residency and looked at my financial situation. Like most young doctors, I was in debt up to my ears—student loans, credit cards, and the looming reality of starting a high-stakes career with little financial literacy. I had spent years honing my surgical skills, but when it came to managing money, I felt like a novice.

It wasn’t until I sat down and faced my finances head-on that I realized I needed a game plan—fast. I knew I had to break the cycle of living paycheck to paycheck and start thinking long-term. The first step? I built a clear, structured budget. I had no idea where my money was going before that, and seeing it laid out helped me understand how much was slipping through my fingers.

I also tackled my student loans. I set up a strategy to aggressively pay down high-interest debt while still saving for the future. That’s when things started to change. Slowly but surely, I began to build my financial foundation—saving for retirement, setting aside emergency funds, and even investing in real estate.

Now, years later, I’m not just financially stable—I’m financially empowered. The key was taking that first step, and trusting that small, consistent actions could lead to big rewards. Your financial journey doesn’t have to be overwhelming; it just needs to start. Join me on the journey together!

Popular Posts

April 22, 2024

Politics of the Stock Market: Should We Time This Election?

Disclaimer: This is a post about the politics of the stock market, it is not at all about politics. It is completely apolitical. I cannot

April 21, 2024

Sorta Random Sunday: Is the Arrival Fallacy Actually Good for Everyone?!

A couple weeks ago for my Sorta Random Sunday post, I talked a bit about the arrival fallacy and if it could actually be a

April 19, 2024

My 4 Secrets to Perfect Time Management for Doctors

People always ask me about my secrets for time management. The problem is that I usually don’t know how to answer them. I guess, to

Investing Basics

October 26, 2023

PhREI Network Roundup 10-26-23: The Launch of the Generation FIRE Video Podcast

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

October 20, 2023

Creating My Universal FIRE Equation

FIRE is a diverse concept. It applies to each individual differently. It means something different to each individual who meets it. So, can a universal,

October 19, 2023

PhREI Network Roundup 10-19-23: 3 Things 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! Carpe

My Course

Graduating to Success is a hands-on, practical course designed to help medical professionals at any career stage achieve personal, professional, and financial success! This course is perfect for doctors ready to build a solid foundation for both their career and personal finances. Unlike traditional programs, it offers real-world strategies you can immediately implement.
 

Throughout the course, you’ll gain practical tools for navigating financial and career hurdles such as managing student debt, negotiating contracts, setting up your practice, and investing wisely for long-term financial success. Graduating to Success provides direct access to expert guidance on crucial topics like budgeting, building financial security, and establishing professional goals.

What sets this course apart is its interactive nature. You won’t just listen to theory—you’ll apply what you learn in actionable ways. From budgeting templates to in-depth workshops, you’ll get step-by-step instructions on how to manage the immediate challenges of starting your career and plan for the future.

By the end of the course, you’ll have the confidence, tools, and knowledge to take control of your financial future and launch, optimize or maintain your successful career in medicine. Ready to start? Enroll now!

Real Estate Investing

June 30, 2022

PhREI Network Roundup 6-30-22: 5 Things to Consider During Uncertain Times

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

June 29, 2022

Should You Turn Your Home Into A Rental Property?

Even just this morning, a close friend of mine texted me asking if they should turn their home into a rental property. It’s also a

June 27, 2022

Revisiting Our Latest Investment Property: Broken Pipes and New Furnaces

You may recall that I recently shared an inside look and deal analysis of our latest investment property here. I wrote that post about a

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