Personal Finance
Articles

Are Hidden 401K Fees Costing You Thousands?

Retirement plans such as 401(k)s, 403(b)s, and cash balance plans are essential pillars of long-term financial security for physicians and professionals. However, as highlighted by Dr. Jimmy Turner and forensic 401(k) consultant Paul Sipple in a recent episode of the...

The Ultimate Bitcoin Tax Loss Harvesting Guide

Post-tax investing outside of retirement accounts can be extremely beneficial for high-income earners, particularly those who have their sights set on early financial independence or who are seeking to Coast FIRE. Arguably, the biggest advantage of investing outside...

6 Lessons From Kyle Busch’s IUL Law Suit for Physicians

Have you heard about the high-profile lawsuit between NASCAR driver Kyle Busch and Pacific Life over an Indexed Universal Life (IUL) insurance policy? While the sheer scale of the case—over $10.4 million in premiums and alleged losses exceeding $8.5 million—is...

How Do Disability Insurance Agents Get Paid?

As a resident physician, you’re focused on mastering your specialty and building a successful career in medicine. But while you’re dedicated to serving your future patients, it’s essential to make sure your career is protected, too. One critical step in that journey...

read more

How Often Do Physicians Get Disabled (And Why)

As a physician, you’ve spent years training, sacrificing, and putting in the long hours to build your career and serve patients. But what would happen if an injury or illness prevented you from practicing in your specialty? Would you be financially secure, or would...

read more

Download the Best-Selling Book:

The Physician Philosopher's Guide to Personal Finance