Financial Resources for Early-Career Physicians

Topics

Planning your Financial Future

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
Build human-level AI automations

Financial Planning

The Truth About Fee-Based Financial Advisors | Equitta

James critiques a recent Wall Street Journal article on fee-based financial advisors, discussing flaws in its claims about fee structures in

James Pommert, CFP
10/03/2024
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Student Debt

Debt Repayment Plan for Physicians | Equitta

Should you pay off your student loans right now? Explore one major reason why it’s often better for physicians to wait when creating a debt

James Pommert, CFP
Build human-level AI automations

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

Planning your Financial Future

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
Build human-level AI automations

Financial Planning

The Truth About Fee-Based Financial Advisors | Equitta

James critiques a recent Wall Street Journal article on fee-based financial advisors, discussing flaws in its claims about fee structures in

James Pommert, CFP
10/03/2024
Build human-level AI automations

Student Debt

Debt Repayment Plan for Physicians | Equitta

Should you pay off your student loans right now? Explore one major reason why it’s often better for physicians to wait when creating a debt

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.