(Don’t miss my lectures today at the WCI Physician Wellness and Financial Literacy Conference. Get your tickets today for this awesome CME event going on right now.) Retirement is often thought of when we think about financial independence. The FIRE (Financial Independence/Retire Early) movement definitely ties the two together. But financial independence is so much … Read more
(Don’t miss my two lectures on Debtabetic Neuropathy and Retiring Through Real Estate at the White Coat Investor’s Physician Wellness and Financial Literacy Conference the first week of March. Get your tickets now. This is one of the least expensive CME options you will find, and you won’t even have to leave your home.) Each … Read more
Over the last 32 years I have been following the literature concerning money, investing and debt. In the last few years I started writing about the topic as well as sharing my knowledge with other physicians through one-on-one financial coaching. Through the years I have seen many people make the same mistakes when projecting financial … Read more
(Last call for those of you sitting on the fence about getting high performance coaching from me this winter. Let’s make 2021 your best performance ever! Contact me for a free strategy session to see if high performance coaching is for you.) Each week I run into a few articles that I feel are especially … Read more
During the holiday season we feel a heightened desire to spend more time with our family. Maybe it is because there are multiple family events occurring close together. Many of us end up having two Thanksgiving celebrations, one for each side of the family. Then there are multiple Christmas parties topped off with a New … Read more
Most people who are saving for retirement are familiar with the 4% rule. According to this rule, proposed by William P. Bengen in 1994, and later confirmed by Trinity University in 1998, you can withdraw 4% of your retirement assets the first year of retirement and then increase your withdrawal for inflation each year thereafter. … 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 why you should take social security at age 62, understanding why you can buy a house … Read more
There are many things that could put a family into a personal financial crisis. The death of the primary bread winner (like what happened to this family), or the loss of a job are two great examples. When a crisis hits your family, quick action is needed to have a speedy recovery. I recently discussed … 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 what life feels like in the trenches of a COVID-19 hospital, fighting boredom in retirement, facts … Read more
When we initially retired, I envisioned going south for the winter, since I’m not a big fan of the cold and rain. We don’t get much snow in southern Oregon, but it does rain a lot in the winter. Snow birders from the west coast tend to head south to southern California, Las Vegas, and … Read more
