Personal Finance
Articles

Are Hidden 401K Fees Costing You Thousands?

by | December 10, 2025 | Jimmy Posts | 0 Comments

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...
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The Ultimate Bitcoin Tax Loss Harvesting Guide

by | December 2, 2025 | Jimmy Posts | 0 Comments

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

by | November 26, 2025 | Jimmy Posts | 0 Comments

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...
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Physician Side Gig: Worth the Effort?

Jan 17, 2024 |

It was a brisk Tuesday morning when Dr. Smith, our seasoned cardiologist with hands as steady as a rock, confessed to me over coffee that his latest passion wasn't just about the heartbeats on the monitors. "I've got this side gig. it's completely outside of...

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Lower Investing Fees Through Financial Literacy

Jan 10, 2024 |

I remember my first deep dive into investments as if it were yesterday. I was a clinical instructor and during the HR presentation, someone put a 403B form in front of me and I had no idea what to do. Prospectus?  Expense Ratio?  Index Funds?  What are these investing...

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How to Get Into Venture Capitalism

Jan 4, 2023 |

Envision yourself in a high-stakes poker game, where every chip represents an innovative concept that could alter the course of lives. That's venture capitalism for you – intense, strategic, and brimming with possibilities. My first foray into venture capitalism...

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