Check out our finance for physicians library. It’s filled with physician specific educational content covering a wide range of personal and behavioral finance topics.
Every year, we hear the same question from physicians: What should I read or listen to if I want to get better with money without drowning in jargon? In this episode, we step back from tactics
As 2025 comes to a close, let’s sit down for an end-of-year round table to reflect on the themes that shaped the year and what physicians can take forward into 2026. In this conversation, Daniel
The end of the year is when generosity and tax planning collide, and for physicians, charitable giving can be one of the most powerful ways to support causes you care about while optimizing your financial
With the recent election now over and year-end tax planning on the horizon, many investors are feeling anxious about the future of their portfolios. In this episode, we’ll cut through the noise and provide
What do market downturns look like? Understanding what they look like or what they have looked like historically is helpful. We can’t predict the future, but we do know what happened in the past in
Do you get nervous when the stock market goes bad? Where are good places to invest? Discover the power of diversification to conquer volatility and uncertainty. In this episode of the Finance for Physicians Podcast,
Would you rather work for your income or get paid while you sleep? Before you buy into passive income, be aware of what you are getting into and understand the trade-offs. In this episode of
Passive Investing: What is it and how can you use what you learn about it to your advantage? Conduct research to gain knowledge, but consider conflicts of interest. In this episode of the Finance for
Do you want to invest in real estate? How do you do it? There are many different ways to invest in the real estate landscape. Have you considered real estate syndications? In this episode of
Have you heard of digital gold? What is it? How does it work? What should you consider when investing in bitcoin and other cryptocurrencies? Proceed with caution because the excitement over it can be potentially
Even with your own home, have you noticed that real estate prices have been a bit hectic? How do you build wealth with real estate? Not with your primary residence. In this episode of the
What is a health savings account (HSA), and why are so few people utilizing it? The HSA is one of the best tax shelters that exists to build wealth. In this episode of the Finance
Have you been paying attention to the financial news? Most of it is covering all the craziness around stocks. GameStop, AMC, and others went way up only to go way back down. These days, everyone
Should you pay off debt or invest? It’s a straightforward question. Yet, the answer is often not so straightforward and really depends on your situation. In this episode of the Finance For Physicians Podcast, Daniel
What does do-it-yourself (DIY) investment management look like? Taking this route isn’t for everyone. It depends on your situation and personal interest. Just because you can do it, doesn’t mean you should do it. If
