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January 2, 2026

Physician Financial Checklist for the New Year: 9 Steps to Start Strong

Whether you are brand new to personal finance or a seasoned investor, there are always things you can do and habits to build to set

December 8, 2025

Scarcity vs. Abundance: A Money Mindset Playbook For Doctors

Physicians are taught to think diagnostically, but few of us are taught to think mindfully about money. In general, doctors can have a “scarcity” mindset

December 3, 2025

Real Estate Depreciation: The Powerful Yet Misunderstood Tool for Investors

Real estate is an incredible investment vehicle for so many reasons (cash flow, appreciation, leverage) but one of its most underappreciated superpowers is depreciation. It’s

November 21, 2025

OBBB Student Loan Changes: What You Need to Know

Some of the biggest and most significant of the changes coming into effect as a result of the One Big Beautiful Big have to do

November 17, 2025

7 Small Things Doctors Can Do to Get Their Finances on Track

Recently, I was speaking with a medical colleague who was struggling to get their finances on track. They didn’t ask for specific advice so I

October 27, 2025

The 1/3 Rule That Helped Me Build Wealth Fast

It started as a shortcut. It turned into the foundation of how I built lasting wealth.

October 22, 2025

Bad Loans & Regional Banks: Omen of a Market Crash or Blip in the Road?

Last week, a funny thing happened in the stock market. A couple of regional banks, Zions and Western Alliance to be specific, reported some bad

October 20, 2025

5 Important Wealth Building Strategies for Late Career Doctors

Doctors are high income earners, by definition. But we are often not high net worth individuals. So why doesn’t high income always convert to wealth?

October 1, 2025

Should Doctors Die with Their Student Debt?

A couple years ago, actually as I was interviewing for jobs at the end of my training, I had a conversation with another plastic surgeon

September 22, 2025

The 4 “Deep Risks” That Can Destroy a Doctor’s Wealth (and How to Defend Against Them)

Market dips aren’t your biggest threat. Inflation, deflation, devastation, and confiscation are, and physicians need a plan for each.