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

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

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

James Pommert, CFP

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

James Pommert, CFP

Why is disability insurance key for you as a physician-in-training? Learn from three real-world examples.

James Pommert, CFP

In this video, we dive into a unique aspect of medical training: the residency matching system.

James Pommert, CFP

In this video, we discuss the inherent challenges that often test the resolve and sense of purpose of healthcare professionals.

James Pommert, CFP

In this video, we explore why it's crucial to look beyond immediate competition and prioritize long-term relationships with colleagues.

James Pommert, CFP

James discusses his journey into financial planning and how he arrived at a place where he specifically works with early-career physicians.

James Pommert, CFP

In this video, we explore how the seeds of burnout can often start during medical training due to the intense demands and pressures.

James Pommert, CFP