Sharing my journey to financial well-being…genuinely, transparently, one step at a time…
Most Popular Posts
PhREI Network Roundup 4-7-22: Ethical Dilemmas that Physician Real Estate Investors Experience
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…
Finance Flash Go! Episode #49: What is an Investment Brokerage?
Today on the Finance Flash Go! podcast, we're talking all about what an investment brokerage is! Listen to the full episode and subscribe here! A…
PhREI Network Roundup 4-14-22: How to Control Your Financial Destiny
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…
Finance Flash Go! Episode #50: 457 Accounts
Today on the Finance Flash Go! podcast, we are going to talk about 457 accounts! Listen to the full episode and subscribe here! A 457…
Investing Basics
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 months. But that may have…
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 Diem MD Ian Cook of…
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 2.0 may be on may…
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 of us may be familiar…
Real Estate Investing
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