Site Map
Pages
- About us
- Contact
- CTA
- Disclosures
- Education library
- FAQs
- Free Resources
- Home
- Our fees
- Our Process
- Personal Data Request
- Physician Retirement Planning Services
- Physician Side Gigs Advertising Additional Disclosures
- Physician Student Loan Advice
- Privacy Policy
- Process
- Services
- Web Accessibility
- White Coat Investor Advertising Additional Disclosures
Posts by category
- Category: Building A Financial Plan
- The Most Common Financial Planning Mistakes Physicians Make w/ Daniel Wrenne
- How To Set New Year’s Resolutions That Stick w/ Dr. Hala Sabry
- How Solid Is Your Financial Plan
- Is Money A Tool Or The End Goal
- What’s Your Relationship With Money
- 3 Exercises To Help You Clarify Your Values
- What Does The Bible Teach Us About Money
- Planning For A New Baby
- Are You Saving Enough For Retirement
- Financial Vitals Check Part 6: Taking Action
- Financial Vitals Check Part 5: Investment Plan
- Financial Vitals Check Part 4: Safety Net Check
- Financial Vitals Check Part 3: Net Worth
- Financial Vitals Check Part 2: Save, Spend, Give Ratio
- Financial Vitals Check Part 1: Clarify Values
- How To Make The Right Decision
- The #1 Reason Physicians Make Bad Financial Decisions
- Finding Light In Life’s Darkest Times
- The Dangerous Pursuit of Financial Independence
- How to Become a Millionaire
- How Physicians Can Have It All Without Giving It All with Dr. Bonnie Koo
- Should You Payoff Debt Or Invest with Jeff Wenger
- Why Physicians in Training Fail to Focus on Personal Finances with Dr. Jordan Frey
- 15 Tips for Surviving on a Medical Resident’s Salary
- The Importance of Financial Planning
- Category: Career Transition
- Prescribing Freedom: Journey to Direct Primary Care with Dr. Anastasia Boyer
- The Ultimate Financial Guide For Physicians Transitioning Into Practice
- Starting A Direct Specialty Care Practice From Scratch Because It’s Best For Patients w/ Dr. Diana Girnita
- Balancing Passion and Profit As A Physician Entrepreneur with Dr. Shikha Jain
- Financial Freedom: How To Live The Life You Want As A Physician with Dr. Latifat of MoneyFITMD
- It’s Time For Physicians To Learn Healthcare Economics To Save The Profession w/ Thomas Campanella
- How To Start A Direct Care Medical Practice with Christopher Habig
- Contracts and Disability: Understanding Your Rights and Protections as a Physician w/ Jon Appino
- From Passion to Profit: Daniel’s Transition to Financial Freedom with Pablo Gonzalez
- Becoming Chronic Disease Patients’ Best Friend with Dr. Renee Dua
- How To Recover From A Life-Threatening Crisis with Dr. Andrew Berkowski
- Start A Direct Care Side Hustle Today Without All The Risks w/ Dr. Paula Muto
- Defending Your Career From A Broken System – LinkedIn For Physicians with JD Gershbein
- How Life Coaching For Physicians Can Help You Live Your Best Life w/ Dr. Elisa Chiang
- The Interesting Stories Behind Physicians’ Lives w/ Kevin Pho, MD
- Entrepreneurship As A Solution To The Healthcare Crisis w/ Pablo Gonzalez
- How Physician Communities Can Change The Healthcare System w/ Dr. Tim Hindmarsh
- Thriving In An Imperfect System As A Physician with Dr. Jimmy Turner
- How Physician Entrepreneurship Can Help You Start Living Your Best Life w/ Dr. Ernesto Gutierrez
- Moving Away From Toxic Work Environments And Into Physician Friendly Practices w/ Dr. Lara Hochman
- How To Get Started As A Physician Entrepreneurship
- Should I Take Another Job
- Before You Buy Into Passive Income
- Breaking Away From Traditional Primary Care to Start a Concierge Medical Practice
- How Physicians Can Negotiate Better Employment Terms
- Physician Employment Contracts and Compensation with Jon Appino
- My Experience Transitioning Into Practice – an Interview with Dr. Morgan Tucker
- So You’re Moving to a New State…
- Category: Cash Flow & Budgeting
- How Physicians Can Use Frugality To Improve Their Lives w/ Dr. Disha Spath
- How Can Busy Physicians Monitor Spending Without Wasting Hours
- Avoiding COVID Forbearance Lifestyle Creep
- The Power Of Building In Margin With Your Finances
- The Slippery Slope of Financing Your Lifestyle
- Why I Drive an 18-Year-Old Car
- How to Avoid Lifestyle Creep
- Monitor Spending in 10 Minutes Per Month
- Why Drive Old Cars?
- 3 Ways Doctors Can Increase Their Savings Rate Without Cutting Expenses
- The Right Way To Navigate Car Buying Decisions
- Take Control Of Your Finances In 15 Minutes Per Month
- 109 Tips for Taking Control Over Your Money
- How Much Should I Have in My Emergency Savings Account?
- Simple Steps to Budgeting Your Money
- Category: Finance for Families
- Using Money As A Tool To Build Stronger Families w/ Andy Hill
- Improving Financial Literacy Begins With Talking Money With Our Children w/ Dr. Caroline Clerisme
- Using Fables To Teach Children (and Parents) Life-Changing Money Lessons w/ Will Rainey
- Getting Your Kids To Find Finances Interesting w/ David Delisle
- Using Money As A Tool To Be A Great Physician Dad w/ Dr. Adam Broussard and Dr. David Weisenhorn
- Using Money As A Tool To Live Regret-Free Lives w/ Dr. Jordan Grumet
- Managing Finances As A Married Couple w/ Alison Wrenne
- Should You Combine Finances With Your Spouse
- What is it like being the spouse of a physician?
- Teaching Your Children About Money With Dr. David Weisenhorn
- The Most Important Money Habits To Teach Your Children
- How To Minimize Family Drama With an Inheritance
- How To Keep Your Spouse In The Loop On Your Personal Finances
- What I’m Teaching My Son about Money
- How to Start Talking About Money with Your Spouse
- Category: Funding Education
- Category: Home Ownership
- The Complete Guide To Physician Mortgage Loans
- Rising Interest Rates and the Housing Market: What Physicians Like You Need to Know Before Buying a Home w/ Richard Ricci
- Physician Mortgage Loan Pros and Cons
- How Much Should Physicians Spend on Their Home To Avoid Becoming House Poor?
- 5 Doctor Mortgage Loan Downsides You’ve Not Considered
- Renting Your Home Is The Key To Building Wealth
- How To Finance Big Home Projects
- How Physicians Can Avoid Becoming House Poor
- Time to Refinance Your Mortgage… Again
- Throw Out the Rent Versus Buy Rules of Thumb
- How To Capitalize On Record Low Mortgage Rates
- What Is A Physician Mortgage with Richard Ricci
- The Pros And Cons Of The 15 Year Mortgage For Physicians
- Simple Steps To Determine if You Should Refinance Your Mortgage
- Mortgage Breakdown: Fixed Rate vs ARM
- Physician Loans: Qualifying for a Mortgage with Significant Medical School Debt
- Should I Rent or Buy My Home in Residency?
- Category: Investing
- Investing Behaviors That Will Wreck Your Financial Plan
- How Market Downturns Look and Feel
- What To Do When Your Investments Start Tanking
- What Should You Do About Inflation
- The Power Of Diversification
- Digging Into Tax-Loss Harvesting
- How Will The Russian and Ukraine War Affect Your Planning
- What is Passive Investing?
- Navigating High Inflation Periods
- Investing in Digital Gold
- Why is Permanent Life Insurance Such a Terrible Short Term Investment
- Investing During Wild Markets with David Blanchett
- What DIY Investment Management Looks Like In Year One with Dr. Kris Roach
- Dealing With Market Downturns
- Reducing the Noise: Making Better Investment Decisions
- How We’re Investing for the Presidential Election
- Active vs. Passive Investing
- The Emotional Roller Coaster In Crazy Markets That Will Make Or Break You
- Pulling Back The Curtain On Target Date Retirement Funds
- 6 Simple Rules: Investing For The Beginner
- Category: Physician Burnout
- Category: Planning For Unexpected
- The Physician and Dentist’s Complete Guide to Long Term Disability Insurance
- Preparing For The Inevitable Malpractice Lawsuit with Attorney Christine Zharova
- What You Need To Know About Estate Planning
- Special Needs Planning Basics
- What Type of Life Insurance Should You Own?
- Tomorrow’s Never Guaranteed
- How Much Cash Should You Have For A Rainy Day
- How To Save Money On Home And Auto Insurance with Andrew Wethall
- What Every Physician Should Know about Long Term Disability Insurance With Lawrence Keller
- Comparing Term Life Insurance Strategies For Physicians
- How Young Physicians Should Determine the Appropriate Amount of Life Insurance Coverage
- The Grown-up’s Guide To Basic Estate Planning: An Interview With Timothy Dunn
- How To Determine If You Are Overpaying For Home & Auto Insurance
- Disability Insurance Basics for Residents
- Category: Podcasts
- Category: Real Estate Investing
- Category: Seeking Happiness
- Money Decisions That Create More Happiness
- Improving Medicine With Vulnerability
- It’s Ok Not To Be Ok
- Why Atomic Habits Are A Gamechanger
- How Laura Yost is Living a Richer Life
- Mo Money, Mo Problems
- What Can We Learn From Jesus About Money with Dr. Ben Witherington III
- Charitable Giving Strategies To Reduce Taxes with Justin Harvey
- The Key Process Behind Using Money To Live Better Lives with Jennifer Quire
- Can Money Buy Happiness with Jeff Wenger
- Aligning Your Time and Money Management With Your Values with Jeff Wenger
- How Perfectionism In Medicine Spills Over Into Your Personal Finances With Michael Myers
- What Is Financial Therapy With Ed Coambs
- Using a Values-Based Lens to Identify Financial Blindspots
- Category: Student Loan Strategies
- COVID Forbearance Extended Again + Other Student Loan Changes
- More Big Changes For Federal Student Loan Borrowers
- Real Life Story Of Public Service Loan Forgiveness Success
- Potential Major Tax Changes & the PSLF Waiver
- PSLF Limited Waiver Opportunity Huge Benefit For Physicians
- When To Refinance Student Loans
- Getting Your PSLF Ducks In A Row
- A Guide to Public Service Loan Forgiveness (PSLF)
- How to Capitalize On Record Low Student Loan Rates
- Avoid Leaving Money On The Table With Federal Student Loans
- Why Federal Student Loans Are A Great Bet For Many Physicians With Travis Hornsby
- 9 Biggest Student Loan Misconceptions
- Should I Drop Out of PSLF?
- How to Change From IBR to RePAYE
- How Do My Pre-Tax Retirement Plan Contributions Affect PSLF?
- Selecting The Best Repayment Plan During Residency
- How To Qualify For Public Service Loan Forgiveness
- Public Service Loan Forgiveness Application Denial Rate Over 99%
- 4 Times You Should Not Refinance Student Loans
- The Physician’s Complete Guide to Medical School Loans
- 13 Mistakes Young Physicians Make With Student Loans
- PSLF Lawsuits and Why You Can’t Rely On Servicers for Good Student Loan Advice
- Student Loan Perks Designed to Recruit Physicians Can Actually Hurt Them
- The Resident Physician’s Guide To Selecting a Student Loan Repayment Plan (with REPAYE update)
- The Public Service Loan Forgiveness Ticking Time Bomb For Physicians
- 5 Reasons Forbearance Is A Terrible Idea During Medical Residency And Fellowship
- Student Loan Payoff vs. Investing vs. Saving
- Student Loan Resources (Part 10 of Series)
- Student Loan Tax Considerations (Part 9 of Series)
- Student Loan Refinance Reviews (Part 8 of Series)
- Student Loan Refinance (Part 7 of Series)
- Qualifying For Public Service Loan Forgiveness (Part 6 of Series)
- Student Loan Forgiveness (Part 5 of Series)
- Student Loan Repayment Plans (Part 4 of Series)
- Student Loan Consolidation (Part 3 of Series)
- Student Loan Interest (Part 2 of Series)
- Student Loans And Your Situation (Part 1 of Series)
- Tackle Student Loans Sooner Rather Than Later
- 3 Methods of Eliminating Student Loan Debt
- Category: Tax Strategies
- End Of Year Money Moves For Doctors (Last Minute)
- Maxed Out My 401k, Now What
- 5 Of The Most Overlooked Tax Breaks For Doctors
- Can You Max Out Both Your 403(b) and 457(b) Plans?
- Using Your HSA To Build Wealth
- Can you maximize a 401k, 403b and a 457?
- Why the HSA is a Hidden Gem
- The First Step To Reduce Your Taxes with David Glenn
- Everything You Need To Know About Backdoor Roth IRA with Jennifer Quire
- Roth Conversion Opportunities for Young Physicians
- When Back-Door Roth IRAs Cause More Harm Than Good
- Should I Turn Down a Raise Because of My Tax Bracket?
- How Will the 2018 Tax Changes Affect You?
- Mega-Deduct and Convert: Save Thousands On Roth IRA Contributions
- Why Using Your HSA Balance Now Is Not Always Smart
- 5 Hidden Taxes Physicians Unknowingly Pay
- Choosing Between HSA’s, Traditional & Roth 401k’s and IRA’s
- How Employers Penalize Ambitious 401k & 403b Savers
- How Physicians Should Prioritize Different Retirement Plans
- 10 Reasons the HSA is your Best Tax Shelter
- Category: Uncategorized
- Late Start, Big Lessons: Bill Yount’s Advice to Physicians
- Teaching Kids About Money: How to Raise Financially Savvy Adults
- Fool’s Gold: The Shiny Objects That Distract Us from Real Wealth
- Beyond the Paycheck – Financial Planning & Wealth Strategies for Physicians
- Disability Insurance Demystified: What Every Physician Needs to Know
- Burnout to Breakthrough – Interview with Dr. Ben Stone
- FIRE Movement Redefined – Balanced Wealth-Building Strategies
- Real Estate Diversification – Smart Investment Strategies
- Why Budgeting Matters – Align Your Finances
- What a Trump Win Means for Your Personal Finances
- How Much House Can You Really Afford? – Budgeting for a Home
- Avoid Getting Taxed Twice – Common Errors and Easy Fixes
- The SAVE Plan Blows Up – What’s Next for Physicians and Student Loans?
- Aligning Values With Your Work And Deciding To Practice Medicine Differently
- Making Medicine Work For YOU (Not The Other Way Around) – 2 Examples To Follow
- Feeling Trapped? 3 Steps To Break The Golden Handcuffs Or Your Hospital Salary
- Feeling Trapped By Your Salary Because Of Monthly Expenses? Listen To This
- Physician Home Loan Updates for 2024 with Richard Ricci
- Should You Switch Hospitals? Start Private Practice? Leave Medicine? – A DIY Exercise
- Can Real Estate Income Replace Your Physician Salary with Daniel Wrenne
- Second Opinion On Insurance Producer with Daniel Wrenne
- Second Opinion On AUM Financial Advisor with Daniel Wrenne
- Don’t Let Your Parents Get Hosed By Their Advisor with Daniel Wrenne
- How To Navigate New Practice, New House, New Job, New Location with Daniel Wrenne
- Are Roth IRAs Really This Bad?
- Regain Autonomy And Improve Care With Private Practice Medicine with Dr. Marcelo Hochman
- Review Your Tax Return Like A Pro with Daniel Wrenne
- The Best Investment You’re Likely Missing Out On with Daniel Wrenne
- What To Do With An Inheritance Or Other Windfall with Daniel Wrenne and Hugh Baker
- Where Should You Save For Education, UTMA or I Bonds with Daniel Wrenne and Jeff Wenger
- How Do You Know Which Type Of Financial Planner To Look For with Daniel Wrenne and Jeff Wenger
- Should You Max Out Your Children’s Roth IRA with Daniel Wrenne
- Student Loan Servicer Problems To Beware Of with Daniel Wrenne and Jeff Wenger
- How Much To Save For Retirement When Going Into Practice with Daniel Wrenne
- Is Your Old Student Loan Plan Still Going To Cut It Now That Payments Are Resuming with Daniel Wrenne and Jeff Wenger
- New Strategies Emerging As The New SAVE Plan Rolls Out with Daniel Wrenne and Jeff Wenger
- Another Student Loan Change That Could Affect Physicians’ Lives Again with Daniel Wrenne and Jeff Wenger
- How To Not Be House Poor with Daniel Wrenne
- Mastering the Latest Student Loan Changes: Insights on Repayment, Forgiveness, and Programs with Jeffrey Wenger
- From Medicine to Real Estate: A Doctor’s Prescription for Financial Growth with Dr. Ronnie Shalev
- Using The 4% Rule To Calculate Your Retirement Number with Daniel Wrenne
- Building Your Own Practice: Navigating Challenges, Mentorship, and Sustainable Growth with Dr. Ryan Neinstein
- What You Must Understand About The 457b Plan with Daniel Wrenne
- Creating A Community For Physicians: World Premier LIVE SHOW
- How Can You Become More Financially Competent
- Giving Generously As Early Career Physicians
- PSLF Application Review
- Are You Spending Too Much Money?
- Investing Q&A: Part 2
- When Good Debt Goes Bad
- The University of Kentucky Health Savings Account Option Now Available
- Investing Q&A: Part 1
- 5 Money Tips To Kick Start 2019
- 7 Habits of Our Most Successful Clients
- Save More for Retirement – Contribution Limits Increased for 2018!
- Study Reveals Physicians In-training are Failing Financially
- WFP’s Recommended Reads: December 2016
- WFP’s Recommended Reads: November 2016
- Incentives and Behaviors: What We Can Learn From the Wells Fargo Scandal
- Choosing Between Online & Local Bank Savings
- 10 Ways We Have Saved Our Clients Money
- Using Financial Failures To Move Forward
- 3 Personal Finance Habits of Highly Successful Young Physicians
- 7 Financial Planning Tips for Resident Physicians Transitioning Into Practice
- Why Doctors Aren’t Allowed To Sell Prescriptions
- Financial Advice For Physicians Making Big Decisions: Start With “No”
- 8 Reasons You Should Hire A Financial Planner In 2016
- 10 Financial Planning Resolutions For The New Year
- 7 Habits Of Wealthy Physicians
- 3 Security Reminders for the Holiday Season
- How Managing Your Money is Like Flossing Your Teeth
- 3 Behavioral Hints for Financial Success
- How To Determine If Your Loan Interest Rates Are Competitive
- 3 Crazy Simple Steps To Help You Overcome Money Stress
- 10 Motivational Quotes on Wealth & Money
- How to stay fit as a Young Physician – Interview with Dr. Ryan Stanton
- 10 Essential Money Moves for the Resident Physician
- The Doctors’ Loophole: What it is & How it Might Affect You
- New Student Loan Refinance Option For Medical Residents
- Should You Pay Off Debt, Build Up Savings, or Invest?
- Recommended Reading
- Preparing to Achieve Your 2015 Financial Goals
- Category: Working With Advisors
- 5 Signs You’re Working With An Insurance Agent Posing As An Advisor
- When to Hire a Financial Planner
- Stories from the Trenches of Financial Planning for Physicians
- Hire or Fire Your Financial Advisor with Dr. Jim Dahle and Alan Moore
- How Conflicts Of Interest Muddy the Financial Advice Waters with Donovan Sanchez
- How Much Do You Really Pay In Hidden Fees and Commissions
- 5 Questions Every Physician Must Ask Their Financial Adviser
- The Financial Advisor’s Struggle To Act In The Client’s Best Interest
- The True Cost Of The “No-Fee” 401k Rollover
- How Traditional Financial Services Take Advantage Of Doctors
- Does your Financial Advisor Sell Advice or Products?
- How Do Financial Advisors Get Paid?
- What Is a Fee-Only Financial Advisor?
- When Should You Hire a Financial Advisor?
- What to Ask a Financial Planner