Investing & Taxes
Guides
Focused resources for medical professionals on investing & taxes. High-yield advice to master your finances.
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.
High-Yield Savings & Cash
Stop losing money to inflation. 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.