One House. One Spouse. One Job.

We spend way too much time discussing minor details of mutual funds, retirement accounts, and insurance policies and probably too little time discussing what really matters in personal finance. 

The truth is that for most physicians most of what you need to know to avoid the real pitfalls in personal finance is encapsulated in a single phrase: One House, One Spouse, One Job.

The Serial House Issue

This is when you change houses every few years. Buying and selling a home involves some serious transaction costs. A good general rule of thumb is 5% to buy and 10% to sell.

Parallel Houses

The vacation home. It might be a beach house, a mountain house, a lake house, or simply another house. A second home generally doubles all your housing-related expenses: Mortgage, taxes, maintenance, upgrades, furnishings, utilities, and etc.

One Spouse

Divorce is personally and financially devastating. Whatever expense may be required to maintain your marriage should be considered as pennies compared to the cost of divorce. The truism, “It’s cheaper to keep her” really applies here.

One Job

Changing jobs is often financially devastating too. The new job may require a move, which brings in the multiple house issue. More significantly, if you are in private practice, it will take time and money to build your practice back up in the new location.

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