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July 20, 2023

PhREI Network Roundup 7-20-23: How to Save, Invest and Become Rich

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

July 19, 2023

3 Keys to Overcome the Financial Plateau of Latent Potential

In his great book, Atomic Habits, James Clear describes the hill that most progress dies on. He terms this hill the “plateau of latent potential.”

July 13, 2023

PhREI Network Roundup 7-13-23: How Moving to Memphis Cost Us $500k

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

July 6, 2023

PhREI Network Roundup 7-6-23: Marginal Tax Rate vs. Average Tax Rate

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

July 4, 2023

Finance Flash Go! Episode #117: Lump Sum Investing

Today on the Finance Flash Go! podcast, let’s talk about lump sum investing. Listen to the full episode and subscribe here! What is it?  

July 3, 2023

My 7 New Financial Plan Changes

Selenid and I recently made some changes to our financial plan. We do not take this lightly. But you will remember that in our original

June 30, 2023

New Net Worth Update: Almost a Millionaire

I must admit. Once again, I’ve been behind with my net worth update. (Here’s the last one.) Our financial plan calls for it every 3

June 29, 2023

PhREI Network Roundup 6-29-23: Earnings Evolution

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 26, 2023

SECURE 2.0 and Medical Practices: Why 2023 and 2024 May Be the Best Years to Start a 401(k)

In late 2022, the SECURE 2.0 Act was passed. This act carries a bunch of ramifications financially. However, some of the biggest impact from SECURE

June 23, 2023

How Medical Professionals Can Use Taxable Losses to Lock In Tax Advantages

As I sit to write this, I realize that I have not talked a lot about tax loss harvesting. This a the idea that most