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Courses & Products:

Read my review of The White Coat Investor’s Signature Online Offeringfire your financial advisor



The White Coat Investor Conference is now available as an online course. My review.


Chelsea Brennan’s In Case of Emergency Binder. My review. 



FIRE / Retirement Books:

Your Money or Your Life: 9 Steps to Transforming Your Relationship with Money and Achieving Financial Independence by Robin [My Review]

Choose FI by Mamula, Barrett, Mendonsa

The Bogleheads’ Guide to Retirement Planning by Larimore, Lindauer, et. al

Work Optional: Retire Early the Non-Penny-Pinching Way by Hester [My Review]

Set For Life: Dominate Life, Money and the American Dream by Trench

How Much Money Do I Need to Retire by Tresidder

RESET: How to Restart Your Life and Get F.U. Money by Sawyer [My Review]

Financial Freedom: A Proven Path to All the Money You Will Ever Need by Sabatier [My Review]

Playing with FIRE: How Far Would You Go for Financial Freedom? by Rieckens [My Review]

Quit Like a Millionaire: No Gimmicks, Luck, or Trust Fund Required by Shen & Lueng



Physician Books:

The White Coat Investor: A Doctor’s Guide To Personal Finance And Investing by Dahle, MD [My Review]

The White Coat Investor’s Financial Boot Camp: A 12-Step High-Yield Guide to Bring Your Finances Up to Speed by Dahle, MD

The Physician Philosopher’s Guide to Personal Finance: The 20% of Personal Finance Doctors Need to Know to Get 80% of the Results by Turner, MD [My Review]

The Four Pillars of Investing: Lessons for Building a Winning Portfolio by Bernstein, MD

The Doctors Guide to Eliminating Debt by Fawcett, MD [My Review]

The Doctors Guide to Starting Your Practice Right by Fawcett, MD [My Review]

The Doctors Guide to Smart Career Alternatives and Retirement by Fawcett [My Review]

<Freedom Formula For Physicians: A Prescription for First-Class Financial Health for Doctors by Denniston



Investing Books:

Investing Made Simple: Index Fund Investing and ETF Investing Explained in 100 Pages or Less by Piper

The Only Investment Guide You’ll Ever Need by Andrew Tobias.

A Random Walk Down Wall Street: The Time-Tested Strategy for Successful Investing by Malkiel

The Elements of Investing by Malkiel

The Bogleheads’ Guide to Investing by Larimore, Lindauer, and LeBoeuf

The Little Book of Common Sense Investing: The Only Way to Guarantee Your Fair Share of Stock Market Returns by Bogle

John Bogle on Investing by… you guessed it… Bogle

Bogle On Mutual Funds: New Perspectives For The Intelligent Investor by Bogle

Common Sense on Mutual Funds by Bogle

The Clash of the Cultures: Investment Versus Speculaton by Bogle

Don’t Count on It!: Reflections on Investment Illusions, Capitalism, “Mutual” Funds, Indexing, Entrepreneurship, Idealism, and Heroes by Bogle

The Power of Passive Investing: More Wealth with Less Work by Ferri

The Intelligent Investor: The Definitive Book on Value Investing by Graham



Money Mindset Books:

How to Think About Money by Clements

The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Stanley & Danko

The Millionaire Mind by Stanley

Stop Acting Rich: …And Start Living Like A Real Millionaire by Stanley

The Simple Path to Wealth: Your road map to financial independence and a rich, free life by Collins

Heads I Win, Tails I Win by Jakab

Enough: True Measures of Money, Business, and Life by Bogle

Living Rich by Spending Smart: How to Get More of What You Really Want by Karp

The One-Page Financial Plan: A Simple Way to Be Smart About Your Money by Richards

I Will Teach You to Be Rich by Sethi



Military Finance Books:

Well & Faithfully Discharged: Financial TTP for Military Retirement by Sheldon

The Military Guide to Financial Independence and Retirement by Nordman


Credit Cards:

My Strategy and Spreadsheet: Credit Cards for People Who Love Travel and Money

Find a Great Credit Card

Shopping: for darned near anything


Empower – Track your investments, bank accounts, credit cards, and net worth. I use the website most days.

Mint – Track your spending like I do.


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Cell Phone:

A few years ago, I made the switch to Google’s Google Fi cell phone service.

Google Fi uses three different networks (T-Mobile, and U.S. Cellular, and Three) and switches among them to offer the best service available where you are at any moment.

Both offer unlimited calling and text for a very low price ($15 to $20 a month). Republic offers data at $5 per GB, and Google Fi charges $10 per GB. Both preferentially use Wi-Fi for data, calls, and text when Wi-Fi service is available, so data charges tend to be low as long as you’re not away from home or work a lot.

That’s where the second reason comes in. Soon, we plan to be away from home and work a lot. Google Fi gives you data service at that same $10 per GB in over 170 countries (see list) without having to hunt down a sim card or purchase a new plan. The phone just works in most countries around the world. Note that outgoing calls on international wireless networks are not free — that will cost 20 cents per minute, but texts are included.




Google Fi recently opened up the service to bringing your own phone to the plan, including iPhones. You can check for phone compatibility here.

**My referral link** will get you a $20 credit on Google Fi, which is the cost of the unlimited calls and text per month. A second user on your plan is $15.

With their bill protection, you won’t pay more than $60 for data as an individual. Data will be slowed to 256kbps once you’ve used up 6 GB, but the data is free after that. As a couple, the max data charge is $85 per month. When we’re traveling extensively, I may test those limits when tethering my laptop to the phone as a mobile hotspot.


AirBNB: Stay in someone’s treehouse, Airstream, apartment, or house. $40 off your first stay via this link.


Arrivals Travel Agency: a physician-led travel agency donating half of all profits.