Financial Resources for Early-Career Physicians

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Save well and invest smarter.

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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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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
Build human-level AI automations

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
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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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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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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

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.

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

Featured resources from

Grow

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

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
Build human-level AI automations

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