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Student loans, mortgages, credit cards, oh my! How to optimize your debt.


Practice investing like you practice medicine: Evidence-Based.


Retire on your terms and still enjoy life today.


Keep your biggest expense as low as (legally) possible.

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Charitable giving, estate planning, behavioral finance, and more.

From The Blog

Monitoring Financial Health: Equity Rate

What is Equity Rate? Equity Rate is an important financial metric.  It's the percentage of your investment portfolio that's in stocks. "Equity" is another word for "stock." Equity (Stock) Investments / Total Investments = Equity Rate Example: Assume you have $2...

Monitoring Financial Health: Total Term

What is Total Term? Total Term estimates the number of years you could live on your current net worth. Your net worth is everything you own (investments, house, cash, etc.) minus everything you owe (mortgage, student loans, etc.). Net Worth / Annual Living Expenses =...


Helping ER Docs Organize Their Finances For 15+ Years

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5 Biggest Financial Mistakes ER Doctors Make & Simple Ways to Solve Them

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