Tax Surprises My Retirement Year

Upon retiring from clinical medicine and becoming a full time author/coach (I like to say I’m repurposed), I was uncertain as to the amount of taxes I needed to pay. I have a complicated tax return with several K-1s that don’t surface until March. My final return totals 32 pages for federal and 5 pages … Read more

My Third Book hits #6 on Amazon

Today I was honored to find my latest book, The Doctors Guide to Smart Career Alternatives and Retirement, hit #6 on Amazon’s top 100 Best Selling Financial Books list. Thanks to all of you who have purchased my book. I’m hoping it will help many doctors who are looking for a change. We will all … Read more

Will You Miss Medicine When You Retire?

Today was the first time since I retired from clinical medicine, that I missed my old career. My wife and I watched a Hallmark movie that we recorded before Christmas titled “Christmas Under Wraps,” starring Candace Cameron-Bure as a young doctor who wanted to become a surgeon, but ended up in Alaska helping patients in … Read more

Do It Yourself Investing

Have you ever wanted to be your own investment advisor? Have you ever cringed at the fees you are paying for investment advice? Does your investment advisor make more money off your portfolio than you do? Now is your chance to learn what it takes to be your own investment advisor. I have been asked … Read more

A Modern Christmas Carol

Almost everyone is familiar with the story of Ebenezer Scrooge in A Christmas Carol. I was thinking about that this year and thought Charles Dickens could have just as easily written about Ebenezer’s financial situation and had visits from the ghost of finance past (Debt), the ghost of finance present (Budget), and the ghost of … Read more