Financial Resources for Early-Career Physicians

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Financial Planning

Is $3.7 Million Enough for Early Retirement? We React to Dave Ramsey

Can a doctor retire early on $3.7 million savings? We analyzed a recent Dave Ramsey segment to help you decide.

James Pommert, CFP
12/06/2024
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Investing

Passive Indexing vs. Active Management: Which Strategy Builds a Stronger Portfolio?

Is a passive index fund enough? Discover the pros and cons of passive vs. active investing and learn how evidence-based strategies impact lo

James Pommert, CFP
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Financial Planning

How to Choose A Financial Advisor

Discover essential traits to look for in financial advisors and firms. Our new video shows how to choose a financial advisor.

James Pommert, CFP

Categories

Grow

Save well and invest smarter.

Pay

Crush your debt and minimize your taxes.

Earn

Find a job and earn what you’re worth.

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Featured resources for physicians

Build human-level AI automations

Financial Planning

Is $3.7 Million Enough for Early Retirement? We React to Dave Ramsey

Can a doctor retire early on $3.7 million savings? We analyzed a recent Dave Ramsey segment to help you decide.

James Pommert, CFP
12/06/2024
Build human-level AI automations

Investing

Passive Indexing vs. Active Management: Which Strategy Builds a Stronger Portfolio?

Is a passive index fund enough? Discover the pros and cons of passive vs. active investing and learn how evidence-based strategies impact lo

James Pommert, CFP
Build human-level AI automations

Financial Planning

How to Choose A Financial Advisor

Discover essential traits to look for in financial advisors and firms. Our new video shows how to choose a financial advisor.

James Pommert, CFP

From Equitta’s Video Library

Budgeting

How to start saving smart during your training years

Disability Insurance

The best way to get disability insurance

Student Debt

How to figure out the best student loan payment plan

Build human-level AI automations

Financial Planning

Is $3.7 Million Enough for Early Retirement? We React to Dave Ramsey

Can a doctor retire early on $3.7 million savings? We analyzed a recent Dave Ramsey segment to help you decide.

James Pommert, CFP
12/06/2024
Build human-level AI automations

Investing

Passive Indexing vs. Active Management: Which Strategy Builds a Stronger Portfolio?

Is a passive index fund enough? Discover the pros and cons of passive vs. active investing and learn how evidence-based strategies impact lo

James Pommert, CFP
Build human-level AI automations

Financial Planning

How to Choose A Financial Advisor

Discover essential traits to look for in financial advisors and firms. Our new video shows how to choose a financial advisor.

James Pommert, CFP
Build human-level AI automations

Student Debt

What’s the Average Cost of Student Loans for Doctors?

Considering a medical career? James breaks down a doctor’s tuition costs, average debt, and tips for managing student loans effectively

James Pommert, CFP
10/22/2024
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Student Debt

Debt Forgiveness Programs for Physicians | Equitta

Discover the ins and outs of debt forgiveness programs for physicians (and the importance of planning your student loan repayment early).

James Pommert, CFP
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Financial Planning

The Truth About Fee-Based Financial Advisors | Equitta

James critiques a recent Wall Street Journal article on fee-based financial advisors, discussing flaws in its claims about fee structures in

James Pommert, CFP
10/03/2024
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Student Debt

Debt Repayment Plan for Physicians | Equitta

Should you pay off your student loans right now? Explore one major reason why it’s often better for physicians to wait when creating a debt

James Pommert, CFP
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Tax

A Roth IRA Conversion Strategy for Physicians | Equitta

Today, we’re taking you on a deep dive into one of the most effective tax planning strategies out there: the Roth IRA conversion.

James Pommert, CFP
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Investing

Investing for Physicians | Equitta

When we talk about investing for physicians, we start with the data. Is active investing or passive investing better?

James Pommert, CFP
Build human-level AI automations

Investing

Why Mutual Fund Names Can Be Misleading | Equitta

Sometimes, mutual fund names can be misleading. Explore the behind-the-scenes of how Equitta helps physicians-in-training manage finances.

James Pommert, CFP

Categories

Live

Live the life you've worked so hard for

Protect

Cover yourself with insurance.

Grow

Save well and invest smarter.

Pay

Crush your debt and minimize your taxes.

Earn

Find a job and earn what you’re worth.

Topics

Physician Self Care
Living a Life You'll Love
Investing your Money
Saving and Budgeting
Getting Life Insurance
Getting Disability Insurance
Planning your Financial Future
Minimizing your Taxes
Paying your Student Loans
Understanding your Employer Benefits
Negotiating your Contract
Finding a job

Authors

Jackson Pace, CPA

Tax Partner

James Pommert, CFP

Founder and Head of Financial Planning

Dr. Ryan Collar, MD / MBA

Co-Founder

Dan Cremons

Co-Founder and Head of Client Education

Get ahead of the financial game while you’re still in training! 

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There are 5 money matters residents & fellows should really sort out while they're still in training. 

This free video series will show you how, so you can get ahead of the financial game now, and turn the corner from residency to the attending years with financial confidence!

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Disability InsuranceStudent LoansNegotiating Job OfferSaving and InvestingPhysician Mortgages

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DISCLAIMER

Equitta Advisors (“Equitta”) is a Registered Investment Advisor ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Intent renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. This content was meant for informational purposes only and is not intended to and should not be relied upon or construed as financial advice specific to any one person's situation. Consult a financial advisor or insurance professional directly if you want specific financial advice tailored to your situation.