(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
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 to do if your retirement plan is a 401(a)/403(b)/457(b), what should physicians ask for in their contract, a collection of articles on … Read more
Almost no one accidentally becomes a millionaire. There are a few who inherit a fortune and become millionaires without any effort, but for the rest of us, becoming wealthy requires purposeful action. But it requires less purposeful action if you simply automate the process. As you know from my real estate investing story, after I … Read more
Feeling like they have not saved enough for a comfortable retirement is a common theme with my financial makeover coaching clients. If this is what you are feeling, you are not alone. It doesn’t matter if you make $100,000 or $800,000 a year, saving for retirement is a deliberate move. If you don’t make the … Read more
When I discuss living on half of one’s income, I’m almost always met with, “that would be impossible for me.” They say it as if it were a fact, that some outside source is preventing them from living on significantly less than they make. This outside source is somehow keeping them from saving a good … 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 how one doctor was scammed buying gold, when to stop reinvesting dividends, young doctors are more … 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 restaurant tricks that make you spend more, things you shouldn’t care about as an investor, 16 … Read more
(Running out of time to get your tickets to the WCI CME conference on Physician Wellness and Financial Literacy which starts Thursday. Don’t miss my lectures on debt and retiring with real estate cash flow.) Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to … Read more
It appears that Joe Biden will become the next President of the United States in January. He has already stated many of the things he plans to do during his term. Some of those things will have direct financial impact on us. Biden has stated he wants to cut costs for the low and middle … 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
