Financial Resources for Early-Career Physicians

Topics

Live

Live the life you've worked so hard for

Build human-level AI automations

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

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
Build human-level AI automations

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
Build human-level AI automations

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
Build human-level AI automations

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

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

Live

Build human-level AI automations

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

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
Build human-level AI automations

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

Financial Ally for
Early-Career Physicians

Resources

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.