Setting SMART Financial Goals
Here's my approach to goal-setting and how I incorporate SMART goals into my overall strategy. Using SMART goals has been highly effective.
Beginning your financial journey and learning about personal finance can seem awfully overwhelming. But instead of trying to solve the entire puzzle at once, it’ll be easier (for your mind and for your psyche) to break it down into sections that are more easily digestible.
Here's my approach to goal-setting and how I incorporate SMART goals into my overall strategy. Using SMART goals has been highly effective.
Most of the time, the information we give helps you get rich. Today, we're going to talk about how to feel rich. It can be surprisingly hard.
I'm a dues-paying member of my residency program's union. Here are the best parts (and the disadvantages) of joining a union.
Answering listener questions about the pressure many physicians feel due to inflation and rising housing costs, and we discuss the importance of keeping financial challenges in perspective.
The income potential for expert witnesses is real. But we need to determine how a clinician can actually succeed.
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Answering listener questions about some of the trickier corners of financial planning, including 529 strategies, gifting appreciated shares, and upstream gifting for a step up in basis.
Be careful with leverage risk. Yes, it can boost returns. But leverage works both ways. It can both magnify returns AND losses.
Staying late at work as a doctor gets framed as professionalism or thoroughness, but step back and look at it through a financial lens.
Here's all you need to know to fill out IRS Form 8283 for your Donor Advised Fund (DAF). It's not as hard as you might think.
Let's walk through the WCI principles with an international lens for all those physicians who are international medical graduates.
Answering listener questions about 529 plans, including how much to save, tax-free growth, withdrawals, Roth IRA rollovers, and what to do with an overfunded account.
For decades, my emergency physician group has let the market decide the worth of a night shift. Recently, that's changed—and it seems unfair.
Answering listener questions about the most effective levers for catching up after a late start to retirement saving, tax-loss harvesting, and when added investment complexity may or may not be worth it.
Money can be scary, and the first time you do a financial task, it can be intimidating. Here's how you can overcome that fear.
Yes, pediatricians have disadvantages to building wealth and getting rich, but it's certainly not an impossible task to do so.
Medical school may not have taught you about money, but we will.
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Get ready to take control of your financial life. You can do this, and we can help.
We won't sell your information. Modify your preferences or unsubscribe at any time.
