In our latest addition to the series, Brad talks about one of the biggest transitions for residents and fellow physicians – your living situation! Whether it’s to buy or rent a home, how much home you can (responsibly) afford, how it affects cash-flow and your other plans, and the biggie – exploring the use of physician … Read more
This is one of the most sorrowful and rewarding ways we’ve been able to help clients over the years. It’s incredibly agonizing to see longtime clients and friends mourning the loss of a beloved spouse or parent, – but so gratifying to be able to take these stresses off their hearts and minds while they … Read more
We get SO MANY questions from resident and fellow physicians on this topic. Med school is expensive! So if you’re not one of the lucky ones to graduate without student loan debt, here’s a little breakdown from Brad: There are two types of student loans most physicians & dentists have beginning their careers: public and … Read more
Resident & Fellow Transition Series – Week 1 In this video, Brad, our very own resident specialist, speaks about the different levels of disability insurance that are important for physicians finishing their residency and fellowship. Brad also discusses why you should look into supplementing your employer level disability insurance with an own-occupation policy. Another hot … Read more
6 Ways Smart Doctors Build Wealth If you want to get started on a plan for your financial future or would like to hear a second opinion on your current financial strategy – we’re here to help. The opinions voiced in this material are for general information only and are not intended to provide specific advice … Read more
You know Dr. Jones. They live down the street in that beautiful, 10,000 square foot house, with three kids, all in private schools, seven cars, more expensive toys than you can count, a live-in nanny and housekeeper, multiple vacation homes, and a seemingly endless supply of financial resources. And here you are – a physician … Read more
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