Investing & Taxes
Guides
Focused resources for medical professionals on investing & taxes. High-yield advice to master your finances.
The 12 Best Physician Finance Books (2026): Ranked and Reviewed by a Doctor
Build wealth on a doctor's timeline. These are the only finance books worth your limited reading time — organized by career stage, ranked by usefulness, and honest about what each one gets wrong.
Estate Planning for Physicians (2026): Wills, Trusts, and Making Sure Your Wealth Survives You
The complete physician estate planning framework in 2026 — the five core documents every physician must have, revocable living trusts, beneficiary designations, and 529 plans.
Physician Net Worth by Age (2026): What the Data Shows and Whether You're on Track
Most physicians do not know where they stand financially relative to their peers. Learn what the 2026 Medscape data shows, calculate your Expected Net Worth, and avoid the major wealth destroyers.
Best Financial Advisors for Physicians (2026): How to Find, Evaluate, and Work With the Right One
Learn how to find, evaluate, and hire a physician-specific financial advisor. Covers fee-only structures, fiduciaries, CFPs, pricing, and 12 questions to ask.
How Physicians Should Invest Their First $100,000 (2026 Framework)
A step-by-step framework for physicians to deploy their first $100,000 in attending capital across tax-advantaged accounts, debt paydown, and taxable investments.
Fee-Only vs. Fee-Based Financial Advisor: Why It Matters for Physicians (2026)
Understand the critical differences between fee-only and fee-based financial advisors for physicians, including compensation conflicts, fiduciary standards, and what you should really be paying.
Physician FIRE: How Much Do Doctors Need to Retire Early in 2026?
The complete guide to calculating your physician FIRE number in 2026, including timelines, savings rates, and why spending is the only variable that truly matters.
What Can You Spend Your HSA On? A Physician's Complete Guide to HSA-Eligible Expenses (2026)
A complete guide to HSA-eligible expenses for physicians in 2026, including common misconceptions, the new OBBBA rules, and the stealth IRA reimbursement strategy.
HSA Strategy for Physicians (2026)
The Triple Tax-Advantaged Account You're Underusing. Learn how to use it as a stealth IRA.
The Complete Guide to High-Yield Savings Accounts (HYSA)
Everything a physician needs to know to use high-yield savings accounts (HYSA) correctly. Maximize your emergency fund yield.
Tax Strategies for Physicians
The Waterfall method, tax-efficient investing, and deduction strategies.
Backdoor Roth IRA Guide
Step-by-step tutorial for high earners to contribute to a Roth IRA legally.
The Physician's $5 Million Mistake
How lifestyle inflation destroys your paycheck, and what to do about it.
Best Credit Cards for Doctors (2026)
Maximize every dollar you earn. The top premium, business, and cash-back cards for high earners.