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...

ESG Investing: The Pros and Cons

What if I told you that you could marry your investing principles to your moral compass? That you could invest in social and environmental companies that represent your beliefs and moral imperatives? Or companies that actually treat their employees the way you'd want...

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Navigating and Negotiating Physician Contracts

From the author: If you would like a free copy of the best-selling Physician Philosopher's Guide to Personal Finance, that is now offered to everyone in the Money Meets Medicine community. Click here to have your copy, which can be placed on a Kindle or e-reader, sent...

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Coast FIRE: Save Less to Live More

Picture this: you're a physician who put the work in to save money early. With savings piled up, without you lifting a finger you now have the ability to save less and live more, including the ability to go part-time in medicine. That's the magic of Coast FIRE—a...

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The Physician Philosopher's Guide to Personal Finance

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