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...

Want More Money In Your Bank Account?

As an employed physician, many doctors may wonder how they can take home more money each month for a variety of reasons. Maybe you are paying off your student loans? Or have an upcoming expense that you want to cover? The reasons vary, but there is often a desire to...

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Should Physicians Buy or Rent a House?

To buy or to rent? It is a question as old as time for medical students transitioning to residency and residents transitioning to their first attending job. Unfortunately, this is often an apples-to-oranges comparison.  But fear not, my friend. We're here to break it...

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