(Want to meet me in person and attend my live lectures? Then please join me 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 been a speaker multiple times in the past. If you have … Read more
(Want to meet me in person or attend my lectures? Join me 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 been a speaker multiple times in the past. If you have some of my … Read more
(Today’s guest post come to you from David Rosenstrock, who is a certified financial planner with an MBA and the Founder of Wharton Wealth Planning, LLC.) On average, it takes 10 to 14 years to become a fully licensed and trained physician. During this period, very little—if any time—is dedicated to topics related to personal … Read more
Many people are under the impression that financial independence (FI) is a number or a destination. For example, once I have a net worth of ‘X’, I will be FI and life will begin. I encountered this attitude during a dinner conversation I had at a conference last weekend with a doctor who is two … Read more
“When can I begin to splurge on my dreams?” This is an almost universal question that comes to mind as soon as we start earning a living. As such, it is one of the first things we address during my Total Financial Makeover Coaching Program: Dreams and Goals. If your financial planning is not heading … Read more
There is a lot of buzz about real estate investors attaining real estate professional status (REPS). The only reason to get REPS is to be able to use your real estate depreciation losses sooner than you would otherwise. It does not generate “new” losses to write off. It only allows one to use their losses … Read more
There was a time in the not too distant past when retirement was not an option. People literally worked until they died. In 1935 President Franklin D. Roosevelt signed the Social Security Act. From that day forward, the US government helped Americans retire, but this help came with strings attached. These strings were anchored around … Read more
(Today’s guest post come to you from David Rosenstrock, who is a certified financial planner with an MBA and the Founder of Wharton Wealth Planning, LLC.) As a physician, when you end the workday with your patients and your team and walk out the door you may not have a lot left to give to … Read more
(This article turned out to be way too long, so I broke it into three parts. Part 1: Pre-Cruise is the preplanning and the three days we spent in our embarkation city. Part 2: The Cruise is all about the ship and the cruise. Part 3: Post-Cruise is the three days we spent in the … Read more
(This article turned out to be way too long, so I broke it into three parts. Part 1: Pre-Cruise is the preplanning and the three days we spent in our embarkation city. Part 2: The Cruise is all about the ship and the cruise. Part 3: Post-Cruise is the three days we spent in the … Read more
