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Monday, June 19, 2017

[Editor's Note: This is a guest post by my friend, Mark Huges, CPA, CFE, Partner at ShindelRock Accounting Firm, first-time contributor and future collaborator.You can follow more of his adventures at futureproofmd.com*. This post was...

 

Tuesday, June 13, 2017

It May Not Be What You Think... How much will your family end up paying for college? Your household’s income may have less influence than you think – and some private colleges may be cheaper than you assume. Private...

 

Friday, June 9, 2017

“Living Vicariously (Through My Daughter)” “Goalaaaaaaaaaaaaaaaa” Growing up in Southern California, soccer runs through my veins. Although, I have to be honest. I suck. My two left feet have a habit of crossing...

 

Thursday, June 8, 2017

Have you been wondering how to maximize your social security? Are you struggling with the question of when, where, and how much you should take? If you are at full retirement age, act quickly! There’s a couple of strategies that...

 

Friday, June 2, 2017

As many of you know, I’ve been blessed with having two children. Recently, as I sat holding the newest addition to our family, I thought of college. I could see the sky-high costs of college as I met with clients. How can I put...

 

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Thursday, June 1, 2017

Don’t Want to End Up Like The Doctor Whose Retirement Account is Cut in Half By Fees? Find Out How You’ve heard the horror stories of doctors getting taken advantage of. You’re shocked. You’re outraged. But...

 

Thursday, May 25, 2017

May 8th, 2017 I’ve made references several times this year to a $1 million acquisition I made nine years ago. Now, I’d like to pass to you some of the lessons that I learned along the way. Let’s take you behind the...

 

Thursday, May 25, 2017

My friends, this article is the beginning of a tremendous undertaking- to provide you the ULTIMATE Guide to Back Door Roth IRAs for Physicians. There is no other subject that I get more questions from doctors about. For example…...

 

Tuesday, May 16, 2017

Editor's Note: This article was inspired in part by the article "Want to Know Why Your Doctor is Late? Read This" by Sanaz Majd, MD. You can read that article here. In the infamous debacle of Dr. Tardy, we learned about the morning...

 

Tuesday, May 16, 2017

It had to happen. You’re young & nervous. Eyes as wide as saucers. It’s the first day of residency. Your stomach quivers with a mix of excitement & anticipation. You feel the pressure. The real world closing in on you. Less...

 

Tuesday, May 16, 2017

Today, we’ll talk about the three basic principles to help you understand asset allocation, risk tolerance, and how you can go about creating a diversified portfolio that balances risk tolerance with a desired asset allocation....

 

Tuesday, May 9, 2017

[Editor's Note: This is a guest post by my friend, a radiology resident, first-time contributor and future collaborator... the one and only Future Proof M.D. You can follow more of his adventures at futureproofmd.com. This post was...

 

Tuesday, May 9, 2017

BOOM! Today my friends, we are talking about an explosion. We’re not talking about North Korea here- no nuclear explosions, but the kind that are under your control- a lifestyle explosion. In a recent presentation that I gave to...

 

Tuesday, May 9, 2017

Imagine this, picture this. The sun is shining brightly. A cool breeze sweeps over the brilliant green grass. Your body is filled with the warmth of the energy of the sun. You raise your face to the sky and drink in the moment. Silence...

 

Friday, April 28, 2017

Combining Your Finances When You Marry How separate (or intertwined) should your financial lives be? Provided by Dave Denniston, CFA Some spouses share everything with each other – including the smallest details of their personal...

 

Tuesday, April 25, 2017

“Highway Robbery” Doctors are being robbed by Uncle Sam every year. He is stealing your hard earned dollars. Your money is being cut in half with every paycheck. The average doctor is being plundered, robbed, and stepped on...

 

Thursday, April 13, 2017

Imagine this, picture this. You’re stuck. You’re grinding through your day. One patient after another. You’re feeling numb, calloused to the world around you. You feel focused, but you’re losing your edge. But,...

 

Thursday, April 13, 2017

Have you ever purchased a service and you were so excited about it initially? Then, you felt like nothing more than a number? Have you ever felt like the service you received was as warm as ice? Image courtesy of ShutterStock In this...

 

Thursday, April 13, 2017

Back about 8 years ago, I was knee-deep in this mystical realm, eyes glued on my computer every spare chance I had. Yes, I was an addict. There were many a time my wife wanted to throw my computer out the window, out of our balcony and...

 

Thursday, April 13, 2017

Have you ever wondered, am I making the right moves? Have you ever worried, gnashing your teeth over a financial decision? Like most of my listeners and readers, maybe you've even made a few mistakes along the way. I'm constantly...

 

Thursday, April 13, 2017

“Why Focus On Physicians?” Have you ever looked into your child’s eyes, heard what they are going through, and saw yourself? Have you felt like you were re-playing your childhood? My family and I often sit around the...

 

Wednesday, April 12, 2017

Well, financial freedom- it isn't easy. What I'm about to tell you may shock & surprise you... In fact, if my hunches are correct, simply reading this article today may change your ideas of financial freedom. In the 10 years I've been...

 

Tuesday, April 11, 2017

“Confessions of An Advisor” Have you ever been in a position that your world was rocked? Have you ever found a shred of evidence that clouded your belief in yourself? Like deep down inside, you started to doubt yourself......

 

Tuesday, April 4, 2017

TRANSCRIPT It’s a bird…. It’s a plane… no… it’s a physician! Hahaha… yes, I’m corny. Whether you are dark and brooding or you are a scion of justice with a S on your chest, I would...

 

Monday, April 3, 2017

Have you ever wondered, what does it take to be a millionaire? I’ve found lately that BY FAR my favorite book have been on the topic of ‘The Physician Millionaire’ mind. I’ve been asking these questions....

 

Monday, April 3, 2017

Have you ever looked back at something you did and thought…. “Hmmm… I bet I could do this better!” It’s been nagging at me like an itch that I can’t scratch. It’s driving me nuts! Then, I...

 

Monday, April 3, 2017

Saving and spending. They are two sides of the same coin. When is spending a good idea? Where does giving fall in? Is giving a form of spending? I’m going to tread dangerous ground. I’m going to get on a touchy subject...

 

Friday, March 31, 2017

Today’s world is an incredibly unfriendly tax & regulatory environment for physicians. After all of the years of grinding hard work, being on call 24/7, and saving countless lives, you are likely getting paid a very handsome wage...

 

Thursday, March 30, 2017

It had to happen. I was miserable. I knew it was time to move on. But, that’s not all. It cost me $1,000,000 to do it. Hold on a sec. Let’s rewind. In our last article, we examined the case study of PhysicianOnFire and how...

 

Wednesday, March 29, 2017

Have you ever been struggling inside your mind? Have you been dealing with conflicting thoughts? Like you know in your heart you should follow one particular path, but then you see some new info that pulls you in another direction and...

 

Tuesday, March 28, 2017

My jaw dropped. My heart stopped for a moment. I was heart-broken. I didn’t want to believe it. This couldn’t be true, but unfortunately a couple of days later I confirmed that it was true. Here’s what...

 

Monday, March 27, 2017

Provided by Dave Denniston, CFA Many affluent professionals and business owners put estate planning on hold. Only the courts and lawyers stand to benefit from their procrastination. While inaction is the biggest estate planning error,...