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25. Transitioning from Residency into Practice

For doctors, one of the most significant life events is transitioning from residency or fellowship into practice. This usually involves a significant pay increase, a job change, possibly a move to a new city, student loan payments increasing, the desire to purchase a...

24. Debt Vs. Investment – What Should You Do First?

One thing almost every client asks about as they transition into practice is what to do first. You all have competing goals. If you have debt, you want to pay it off immediately. You also know you’re a little late to the retirement savings game and want a million...
Investing in a Bear Market

Investing in a Bear Market

Written by: Corey Janoff Today I want to talk about investing a bear market.  Seems pretty relevant right now with the stock market being down and all.  A stock market is officially considered a bear market when it is down 20% from its peak.  From late February to...

14. Tax Planning w/Ryan Kramer

Share This: With tax season finally here, we know our clients will come up with lots of questions for us.  We can tell them how to make a backdoor Roth IRA contribution, but most of the time we’re going to tell you to ask your CPA or tax planner!  In this episode,...