Ever feel like your money plan looks perfect on paper, but you’re still stressed out about…
Category: Wealth & Passive Income
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First Friday: Fed Rate Hike Coming? Jobs & Housing News
The US economy showed surprisingly robust job growth in May, adding 172,000 new jobs and signaling…
Q&A: When the “Right” Decision Feels Harder Than The Math
Why is the finish line of financial independence so much scarier than the starting line? While…
Your Office Is Making You Sick, with Dr. John La Puma
Did you know that the average modern office worker spends a staggering 93% of their life…
Q&A: What $2.4 Million at 37 Actually Looks Like (It’s Not What You Think)
What happens when a sudden $850,000 inheritance turns into eight different account balances, three rental properties,…
Why Most Physicians Don’t Actually Know What Their Disability Insurance Covers
There’s a version of financial planning that physicians are pretty good at. Retirement accounts, real estate,…
Hope Isn’t a Feeling. It’s a Skill. – with Dr. Julia Garcia
What if the biggest thing standing between you and your financial goals isn’t your income, your…
AI Just Gave Physicians Back Hours Every Week. Here’s What to Do With Them.
Something worth paying attention to happened in medicine over the last year. Not a drug approval…
Q&A: She Has $884K Saved — So Why Can’t She Retire?
What happens when you look at a $862,000 portfolio and realize early retirement might actually be…
Oil and Gas Investing for Physicians: Mineral Rights, Tax Benefits, and How to Vet Operators
Most physicians who’ve built wealth outside medicine end up in a similar place. They’ve got real…
What Most Families Get Wrong About Passing Down Wealth, with Andrea Baumann Lustig
When it comes to our money, the things we feel most certain about are often the…
Claude Fable 5 for Physicians: 3 Capabilities Genuinely Worth Your Attention
If you’ve been watching AI evolve over the last few years, you’ve probably developed a healthy…