Planting Your Money Trees
Becoming a parent has turned me into an involuntary firefighter. I don’t get a cool hat, or get to drive … Read more
Jorge Sanchez, MD
11 Tax Deductions Physicians Miss (That Could Save You $50K+ This Year)
Let’s talk about money you’re leaving on the table. Not because you’re bad with money, but because the tax code … Read more
Is the 4% Rule Too Frugal for Doctors?
The 4% rule has guided retirement planning since 1994 — but it was designed for 30-year retirements, not the 50-year … Read more
Top Money Moves Doctors Should Make Early in 2026
The first quarter of the year is when most doctors are flush with bonus checks and maybe even a little … Read more
The Sunday Best (02/22/26)
Being retired shouldn’t mean working for free. Retirement forces you to set the conditions under which your time is offered. … Read more
You Didn’t Survive Residency to Overpay the IRS
I’ll keep this blunt. Seventy-five percent of physicians believe they pay too much in taxes. And the data says most … Read more
The $3,000 Mistake 585,000 Retirees Made Last Year (And the 10-Minute Fix)
Benjamin Franklin famously wrote that “in this world nothing can be said to be certain, except death and taxes.” He … Read more
The Sunday Best (02/15/2026)
The changing demographics in the U.S. — more old people, fewer young ones — are reshaping jobs and spending in … Read more
Best Standing Desks for Physicians Working From Home
Standing desks exploded in popularity a few years ago, appearing in offices and home workspaces everywhere. While some workplace fads … Read more
Till Debt Do Us Part — Money Mistakes Couples in Medicine Make
Loath as we are to admit it, money is often a major cause of conflict among couples. Money and marriage … Read more
The Pro-Rata Rule Explained for Doctors
For the uninitiated: The pro-rata rule is an IRS regulation that dictates how withdrawals and conversions from traditional IRAs are … Read more
Why Vanguard Wants You to Flip Your Portfolio Upside Down
The investment world just threw us a curveball. Vanguard — the indexing behemoth that practically wrote the book on buy-and-hold … Read more
The Sunday Best (02/08/2026)
What role do company dynamics play in company performance and investment performance? Here are the traits of the ideal industry. … Read more
Why I’m Not Worried About a Weaker Dollar
The dollar continues falling, now down around 11% from January 2025 levels: This is a big move by currency standards, … Read more
Best Noise-Canceling Headphones for Physicians
We all know that physician burnout is killing careers, but is it the long hours and difficult patient conversations alone … Read more
The Total Portfolio Approach That Made CalPERS Ditch $556 Billion in Old-School Investing
Remember 2022? The world had shaken itself out of the COVID stupor, a slap at the Oscars reverberated out to … Read more
The Sunday Best (02/01/2026)
Prediction market platform Kalshi is surging so much, that it’s prompted something of an arms race: Robinhood, Coinbase, FanDuel, and … Read more
Is Diversification Finally Working Again?
A reader asks: I’m a Bogle-DIY investor with a broad allocation with most of my money in total US and … Read more
Backdoor Roth vs Taxable Investing for High Earners
If you’re pulling in a physician’s salary, you’ve likely hit the income ceiling that locks you out of contributing directly … Read more
The Sunday Best (01/25/2026)
Investors tend to focus on a wide variety of variables — the Fed, geopolitics, interest rates, inflation, economic growth, etc. … Read more