(Today I am at the Real Estate & Entrepreneurship Conference for Physicians, in Dallas. If you desire the information presented at this conference, this is your last chance. Click on the link above to attend virtually and avoid the FOMO. The lectures start at 2pm today.) Personal finance is driven by two things, numbers and … Read more
(Only two weeks left before the Real Estate & Entrepreneurship Conference for Physicians on September 26-28, 2024 in Dallas, Texas. Time is running out to pick up a fun 15 CME credits. Attending the conference virtually may be your best option at this point. I hope to see you there.) With elections on the horizon, … Read more
(Are you attending the Real Estate & Entrepreneurship Conference for Physicians on September 26-28, 2024 in Dallas, Texas? If not, why not? If you are considering it but can’t find the time to get away, then you can attend virtually as well. Just click on the link above for details. Thanks to all of you who are sending … Read more
(Meet me at the Real Estate & Entrepreneurship Conference for Physicians September 26-28, 2024 in Dallas Texas. Send me a message if you are coming so we can meet up. I would love to meet you in person. Today’s guest post comes to you from David Rosenstrock, who is a certified financial planner with an MBA and … Read more
Every time I speak or write about retiring at age 54, someone feels the need to tell me “I could have done that too if I was a Specialist like you. I’m just a pediatrician.” Or they are one of the other specialties that tends to rank lower in income than general surgeons. The implication … Read more
(Today’s guest post comes to you from David Rosenstrock, who is a certified financial planner with an MBA and the Founder of Wharton Wealth Planning, LLC.) Most people want to help ensure that the financial advice they receive is unbiased and truly in their best interest. A financial advisor’s compensation structure can make a significant difference … Read more
(Today’s guest post comes to you from David Rosenstrock, who is a certified financial planner with an MBA and the Founder of Wharton Wealth Planning, LLC.) Editor notes: As interest rates rise and certificates of deposit (CDs) have a reasonable interest rate again, (back to normal) many investors are flocking to buy them. But should the … Read more
Last summer I wrote an article including the benefits of paying off low interest loans titled, You Should Pay Off That 3% Home Mortgage. I was surprised that many people totally missed the main point of the article; we must not have tunnel vision when making decisions. Many of us make decisions using only one … Read more
A few months ago, a friend asked me if my wife and I would like to take Financial Peace University; a nine-week small group study to help families get their personal finances in order, developed by Dave Ramsey. My friend knew we had already spent a decade teaching another similar course, Crown Financial Ministries, and … Read more
(Want to meet me in person and attend my live lectures? Please join me next week at the White Coat Investor’s Financial Literacy and Wellness Conference, February 5-8, 2024, in Orlando, Florida. I will be giving two lectures at this amazing conference where I have spoken multiple times in the past. One lecture on Regaining the … Read more
