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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Financial Planning

Life Happens: Why Early-Career Physicians Need an Emergency Fund

Unanticipated financial setbacks happen. Be prepared when they do. Here's why emergency funds are important, and how to set one up.

Dan Cremons
04/12/2023
4
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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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Financial Planning

Optimizing 403b and 401k Portfolios: Proven Techniques for Long-Term Growth

Discover evidence-based techniques to help optimize your 403b and 401k investments.

James Pommert, CFP
12/17/2024

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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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.