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When you sign up for our weekly newsletter, you'll know about our latest blog post and podcast episodes; each one containing important financial tips and tidbits for doctors and medical professionals. You can also stay up to date on our podcast by downloading the Financial Clarity for Doctors Podcast wherever you find podcasts.

6 Traits of Financially Successful People

6 Traits of Financially Successful People

I have learned to identify pretty quickly which people will be financially successful and which ones might struggle to reach their financial goals. This post will outline some of the common traits that most financially successful people possess.

Financial Goals for Happiness

Financial Goals for Happiness

Financial planning is really a lifelong challenge of self-motivation. Nobody can force you to do something with your money. Therefore, if you can reverse-solve your financial goals for happiness, it can be easier to motivate yourself to achieve them.

Should I Buy a House or Keep Renting?

Should I Buy a House or Keep Renting?

Some of the most common questions I receive are about purchasing a home. Yes, owning a home can be wonderful and an excellent boost to your long-term financial success. But let’s pump the brakes before we dive in and purchase a house, because it doesn’t make sense for everyone.

A Tale of Two Physicians

A Tale of Two Physicians

As a financial advisor, I have the privilege of getting an in-depth look at people’s finances. And let me tell you, you can’t judge a book by its cover. Let’s look at two examples of fictional physicians to see how finances can differ drastically between two similar people.

The Doctor Mortgage Loan

The Doctor Mortgage Loan

The physician loan is a special home loan for doctors that makes it easier for a doctor or dentist to get a mortgage without the customary 20% down payment.

10 Money Moves Savvy Doctors Make

10 Money Moves Savvy Doctors Make

In over a decade of working with doctors and dentists, I have observed my fair share of the good, the bad, and the ugly when it comes to money moves. This should give you a good starting point for some things you can do to get your finances on the right track.

Save More Tomorrow

Save More Tomorrow

People have the best intentions of improving their financial habits, but when it comes time to actually make a change, it becomes difficult to pull the trigger. Here is one idea that everyone can implement with ease: Save More Tomorrow.

5. Finding a Balance

Life is about making memories, and it’s important to find the right balance between your current quality of life and financial security now and in the future.

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