Financial Resources for Early-Career Physicians

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Featured resources for physicians

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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
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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

From Equitta’s Video Library

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Married? How to Make Sure You Are Filing Your Taxes Correctly

For married physicians, here's how to determine whether to file your taxes jointly or separately. The financial impact can be big!

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Tax

5 Tax-Saving Strategies for Early-Career Physicians

Five simple tax strategies for helping early-career physicians minimize your tax bill and hang onto more of your hard-earned money.

Jackson Pace, CPA
06/07/2023
5
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Disability Insurance

Demystifying Disability Insurance: 5 Must-Knows for Residents & Fellows

Getting disability insurance can feel confusing to early-career physicians who haven’t had to deal with it before... until now.

Dan Cremons
Nov 30, 2018
6 min
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Financial Planning

7 Important Things to Look for in a Financial Advisor

How do you find the right advisor in a financial world full of commission-driven salespeople? There are 7 important things to look for.

Dan Cremons
April 23, 2023
7 min
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Disability Insurance

6 Things to Look For in Your Disability Insurance Policy

How do you know your disability insurance policy has you covered? The answer is in the fine print. Here are the 6 things to look for.

Dan Cremons
Nov 30, 2018
6 min
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Student Debt

How to Tackle Your Med School Loans

How to figure out the optimal strategy for repaying your student loans, so you don't pay a dollar more than you need to.

James Pommert, CFP
April 20, 2023
6 min
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Student Debt

Free Money: How to Take Advantage of PSLF

Public Service Loan Forgiveness (PSLF) is free money! Here's how to know if you'll qualify, and how to take full advantage of its benefits.

Dan Cremons
April 2, 2023
6 min
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Disability Insurance

The RIGHT Way to Get Disability Insurance as a Young Physician

Want to learn the RIGHT way to get disability insurance without being sold something you don't need, and without being had? We've got you.

James Pommert, CFP
Nov 30, 2018
6 min

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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.

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! 

FREE VIDEO SERIES

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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