As another year ends, there are a few tasks we should all consider completing. Some of the tasks have penalties assessed if they are not completed on time and others just lead to a lost opportunity if the deadline is missed. I missed a big opportunity the year I retired when I didn’t realize my … Read more
(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
(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.) Today’s economic and geopolitical conditions make it particularly important to safeguard your future. Because the risk of job loss is generally less economically sensitive and lower for a physician than … Read more
As another year comes to a close, there are a few tasks we should all consider completing before the end of December. Thanksgiving is my usual reminder to check up on everything before the year ends while I still have time to act. Some of the things on this list have penalties assessed if they … Read more
So, you want to invest in real estate, which I believe is the best investment you can make. Once you have found a property you want in your portfolio, completed a cash flow evaluation on the property, considered the financing, and it all looks good, you are ready to make an offer. Many real estate … Read more
Every week I find a few great articles I feel are especially valuable. Following are this week’s best. I hope you find them as useful as I did. This week’s favorites include what does success look like for you, ways to connect with your family, how to bribe your kids to do what you want, … Read more
(Don’t forget to get your tickets to the PIMD Real Estate Conference coming in September. Before the price goes up in a few days. I hope to meet many of you in person, or you can stay home and enjoy the conference virtually.) Many people have told me they thought two of my books contradicted … Read more
(I will be giving two lectures in the White Coat Investors Physician Wellness and Financial Literacy Conference next week. To get virtual tickets click here. If you will be attending in person, please say hi. I love to meet my readers.) I recently received the following email from one of my readers, which prompted today’s … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include investing for seven generations, are real estate tax advantages going away under Biden, why good savers … Read more
It’s hard to believe how many people still question whether the 4% rule will work for their retirement, as if they or anyone else can predict the future. There is very good retrospective data that shows how this rule has done over time as the market and interest rates changed over the last century and … Read more
