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

March 19, 2024

Finance Flash Go! Episode #154: SEC

Today on the Finance Flash Go! podcast, we are going to talk about the SEC…what is it good for? Listen to the full episode and

March 18, 2024

Does the FIRE Movement Discourage Doctors?

I am a huge proponent of the FIRE movement, especially for doctors. For the uninitiated, FIRE stands for “Financial Independence, Retire Early.” However, a lot

March 17, 2024

Sorta Random Sunday: Which “Self” Matters More?

In psychological terms, we can define ourselves by two separate “selves.” There is the experiencing self and there is the remembering self. This was a

Investing Basics

August 17, 2023

PhREI Network Roundup 8-17-23: No Work, No Pay – The Harmful Myth Holding You Back

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

August 16, 2023

How to Use Debt to Buy Real Estate (& Why You Should)

It’s funny. Two years ago, I had exactly zero idea how to invest in real estate. If you would have told me then that Selenid

August 10, 2023

PhREI Network Roundup 8-10-23: How to Create the Ultimate Real Estate Investing Team

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

March 30, 2022

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

March 24, 2022

PhREI Network Roundup 3-24-22: Water is a Real Estate Investor’s Worst Enemy

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

March 14, 2022

5 Ways W2 Physicians Can Lower Their Taxes

A very frequent question that I get asked is “How can W2 physicians lower their taxes?” I believe I get asked this a lot because

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