Post-FI Notes 021: A Super Successful Surgical Subspecialist

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This Northeastern surgical subspecialist has cracked the eight-figure mark in net worth, with the majority of it in index funds.

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Getting to Know You My current net worth after the recent stock market decline is about $10 million.

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That consists of about $8,000,000 in investable assets, and about $2,000,000 in real estate, like our practice real estate, house, cottage, and timberland.

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A Super Successful Surgical Subspecialist

My wife and I are in our mid-40s and have three children, ages 10, 8, and 7. My wife stays at home with the kids.

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Investing My brokerage account is 80% stocks and 20% bonds — all invested in very low-cost index funds through Fidelity. Everything I have left over after expenses each month is very boringly invested in these funds, month after month after month, year after year.

It was coming out of training and joining a private practice rather than remaining in academia.

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I simply cannot stress enough how important this was. It would have been very easy and comfortable for me to stay at the university at which I trained, and they made it very tempting with a signing bonus and a nice salary.

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