Preparing for and Protecting a Child’s Financial Future
As busy parents and grandparents with all that has been happening around us during the pandemic, it is easy to … Read more
Miscellaneous
What’s Keeping You From Your Dream Life?
The brain is a miraculous thing. I remember reading that if you think about an outcome you want to have … Read more
Rich Friends, Poor Friends
My mother always used to tell me, you are the company you keep. If you hang around with troublemakers as … Read more
Family vs. Work: The Everlasting Struggle for Balance
The word balance implies that there are multiple forces and weights pulling and pushing at different and sometimes opposite ends … Read more
How to Be an Effective and Ethical Expert Witness
Lots of physicians have side hustles. One type of side work unique suited to physicians is becoming an expert witness. … Read more
How Do You Endow a Scholarship and How Much Does It Cost?
One of the cooler and more rewarding ways of giving back is paying it forward. Endowing a scholarship at a … Read more
Make Your Own Luck: 16 Ways To Win In Finances And Life
An ancient philosopher from Rome, Seneca, posited, “luck is what happens when preparation meets opportunity.” There’s also the common phrase, … Read more
A Fee-Free Way to Anonymously Donate Appreciated Assets
When you donate appreciated assets like stocks, ETFs, and mutual funds, you’re giving in a highly tax-efficient way, which is … Read more
The Many Money Mistakes of a Wealthy Doctor
Nobody’s perfect. Even folks who seem to have All of Their Stuff Together will admit, if you perhaps ask them … Read more
Death, Divorce, and Life Transitions: Important Financial Considerations
plus ça change, plus c’est la même chose… The more things change, the more things stay the same. There is … Read more
Why Your Future Is Going To Be Awesome
The robots are coming! Well, actually, they’re already here in a variety of industries, but artificial intelligence is absolutely going … Read more
Minimizing the Impact of a Sabbatical on Your FIRE Date
Would you delay your FIRE date to take an extended break from work? What if you could minimize the impact … Read more
I Took a 90% Pay Cut and I Couldn’t Be Happier
Most of us are, at least for a while during our professional lives, on the income improvement treadmill. We’re looking … Read more
The Worst Financial Gifts to Give to Your Children
To paraphrase a common saying, the road to ruin is paved with good intentions. Every parent wants “the best” for … Read more
40 Reflections on Life on the Eve of a 40th Birthday
I think it’s natural to expect as we get older that we will become more introspective. You’ve heard all of … Read more
Charityvest: A Better Donor Advised Fund
In 2013, I opened my first Donor Advised Fund (DAF), and 2022 is my 10th year using them. They’re a … Read more
If You Don’t Ask, You Don’t Get, So Keep Asking
My Dad has uttered this phrase more times than I can count. “If you don’t ask, you don’t get.” He … Read more
Exploring the Relationship Between Happiness and Intelligence
Happiness is more difficult to define than it would seem at first blush. It’s even more difficult to quantify, and … Read more
The Radiologist’s Guest House Fiasco: a $300,000 One-Bedroom in the Woods
Often, I share tales of successful investing and real estate ventures. This is not one of those. It’s quite the … Read more
6 Steps to Hire A Virtual Assistant & Why You Should
Before I had a blog, I wouldn’t have dreamed of hiring a virtual assistant. I’m reluctant to outsource the work … Read more