A client and I were meeting recently and were going over her plans for a radical change in her work habits. She’s a fairly new attending (less than 5 years out) and plans to cut back by 50% in 10 years and then retire when her youngest starts college. And she wants the same for her husband, who is not a physician and makes about 1/3 of her salary. As we put together a plan to make this happen, she made a comment that struck me: Continue reading
financial planner
Ideas for Doing Finances as a Couple [VIDEO]
It’s a rare couple that is in 100% agreement on spending. But you need to be able to find some common ground, especially if you are planning for early FI. Ben has some tips to help you pull in the same direction when you’re discussing money! Continue reading
Expense Ratio Exercise: Which Portfolio Wins? [VIDEO]
Fees are a popular discussion on many physician financial blogs and some passive funds have managed to drop expense ratios to under .1%. But how much do expense ratios matter to your long-term fiscal fitness? Continue reading
What Does a REAL Financial Planner Do?
Do you know the difference among the following: Financial Planner, Financial Advisor, Continue reading
How to Tell the Difference in Financial Advisors
Can you tell the difference between a “real” financial planner and Continue reading
The 3 advisor licenses that matter
In the last 10 years or so, there has been an explosion of new financial designations. Continue reading
How to interview a financial planner
Your retirement accounts might be the biggest pot of money you’ll ever get your hands on. Continue reading
Money mistakes I’ve made
You know the old saying that the cobbler’s kids go barefoot? That applies to me at tax time Continue reading
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