Deciding When to Take Social Security

Aunt Etta And I in Greece. This is a controversial topic that I believe has no controversy for the high-income earner. Beginning to take your Social Security payments before your designated full-retirement age—for me that’s 67—will result in a lower monthly payment. Waiting until later, such as at age 70, will increase your monthly payments, … Read more

Get Your Kicks On Route 66

I officially left clinical medicine on February 20, 2017. Some people call it retirement, others call it a job change, I call it repurposing. Now I’m following a new mission; teaching personal finance and lifestyle balance to high income professionals through books, one-on-one coaching and speaking. I enjoy saving/changing lives in a new way now. … Read more

Do You Have a Ring Fund?

Our wedding rings I just returned from going on a weekend men’s retreat with my oldest son, Brian. We had a nice weekend together and my favorite part was the three hour drive each way. It gave us a chance to talk, which doesn’t happen as often as I’d like since he moved to his … Read more

When Should You Cancel Your Life Insurance?

Firefighters Lost on 9-11 I was recently asked the following question: When is the right time to cancel a life insurance policy? Previously I wrote a blog about how to calculate the right amount of life insurance to purchase. You can read it here. This information is also found in my book “The Doctors Guide … Read more

Are You Making a Living or Making a Life?

Keith and I, Spartans. While my wife and I were on a recent vacation to Big Bear Lake in California, we rented the movie “Saving Mr. Banks.” It is about Walt Disney’s struggle to make the movie “Mary Poppins.” For the first time, I realized that movie was all about saving the father, Mr. Banks, … Read more

Live Your Life Now

Recently I had three important events happen during a three day period that reminded me of the brevity of our life and the need to live life to the fullest every day. On July 4th, having planned celebratory events that day with friends and family, a CRNA in my home town awoke feeling poorly just … Read more