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

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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
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

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Disability Insurance

Disability Insurance for the Physician-in-Training | Equitta

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

James Pommert, CFP
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Job Search

How Should Physicians Choose a Residency Program?

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

James Pommert, CFP
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Living

Finding Purpose as an Early-career Physician

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

James Pommert, CFP
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Job Search

Networking advice for early-career physicians

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

James Pommert, CFP
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Living

What Is Equitta?

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
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Living

Self Care Advice for Young Physicians

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
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Financial Planning

8 Common Money Mistakes Young Physicians Make (and How to Avoid Them)

We’ve worked with early-career docs for 15+ years, and have seen it all. Here 8 of the most common financial mistakes we see them making.

James Pommert, CFP
04/12/2023
5
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Job Search

Earn What You're Worth: How to Negotiate Your Attending Job Offers

Want to make sure you earn what you're worth as an attending? Doing so comes down to negotiating your job offers effectively. Here's how.

Dan Cremons
01/18/2023
8
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Life Insurance

Cover Yourself: Insurance Must-Knows for Early-Career Physicians

James Pommert, CFP
02/08/2023
5
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Job Search

8 Insider Tips for Acing that Attending Job Interview

Dan Cremons
03/15/2023
8

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

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

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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.