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Miscellaneous

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

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

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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

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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

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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

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