Love the monthly newsletters? Want to read some of the old ones that came out before you started subscribing? Here is your chance!
If you still haven't signed up for future newsletters, Financial Bootcamp, and even the regular blog posts, you can do so here:
Sign up for the FREE WCI Newsletter!
Also, if you missed some of the financial bootcamp emails, you can find them here.
Monthly Newsletters
2023
October – Overcoming Paralysis by Analysis Is Harder Than I Thought
September – 6 Lessons Learned While Climbing Half Dome
August – How to Stay Rich
July – The ‘Guaranteed' Path to Physician Wealth and the 5 Ways to Fall Off It
June – A High Income Covers a Plethora of Financial Sins
May – Should QLACs Be Part of Your Portfolio?
April – You'll Probably Get What You Want Most
March – 10 HSA FAQs: How Many Do You Know?
February – What Is a High-Low Agreement?
January – The Government Want's You to Save for Retirement
2022
December – You Can't Protect It All, and That's OK
November – How to Think About TIPS
October – There Are Many Roads to Dublin
September – What We Think About the New Student Loan Changes
August – Financial Tips for the Terminally Ill (and the Rest of Us)
July – How to Invest Your HSA
June – Life Isn't Fair
May – New Changes to Student Loan Management
April – Inflation: The Investor's Greatest Enemy
March – What Should Your Portfolio Do About the Russian Invasion?
February – How FOMO Ends
January – Standard and Mega Backdoor Roth IRAs, and Federal Student Loans
2021
December – Don't Miss the Forest for the Trees
November – Why IRR Is the Best Return Measurement
October – 12 Ways to Optimize for Career Longevity
September – How to Increase Risk Tolerance
August – The Benefits of Getting Rich Slowly
July – What Are Your Hobbies Really Costing You?
June – Yes You Should Worry About Inflation
May – Betting on Options Isn't Investing
April – Plan an Adventure!
March – Be Prepared!
February – An Era of Speculation
January – The Investor Matters More Than the Investment
2020
December – You Can Deduct Charitable Contributions Without Itemizing
November – Did the 4% Rule Just Become the 5.5% Rule?
October – Giving the Gift of Charity
September – Investing at Market Highs
August – Why Doctors Still Need a 401(k)
July – Is a Cash Balance Plan Right for You?
June – Keep a Crystal Ball Journal
May – Why Market Bottoms Are So Hard to Pick
April – Tax Dates Pushed Back!
March – Stop Panicking, Tax Loss Harvest, and Avoid Scams
February – How to Think About Social Security and Pensions
January – Expected Returns
2019
December – Two Bond Schools of Thought
November – Don't Give In to Financial Peer Pressure
October – Moving: Opportunity to Purge or Major PIA?
September – Dealing with the Silos in the Financial Services Industry
August – You Get to Define Retirement
July – Be Realistic About Travel
June – Where Are All the PSLF Doctors?
May – Taking the Hard Advice
April – Quit Screwing Up Your Backdoor Roth IRA
March – Roth as a Resident?
February – The Beauty of Simplicity
January – Beware the 60-Day Dividend Rule When Tax Loss Harvesting
2018
December – How to Actually Enjoy a Day at a Theme Park
November – Great Quotes to Read During a Bear Market
October – Roth Conversions: A Great Asset Protection Technique
September – Self-Directed IRAs and 401(k)s
August – Success Is Balance
July – The 7 Years of Plenty
June – Real Estate Is Optional But Useful
May – You're a Doctor Not a Monk
April – Buy or Rent? It's Mostly a Question of Time
March – Get Your Financial Ducks in a Row!
February – Top 10 Physician Financial Mistakes
January – Seize the Day and Get That Financial Task Done!
2017
December – The Speculative Fever in Bitcoin
November – Sharpen Your Saw for Maximum Effectiveness
October – The 80/20 Rule
September – The Wash Sale Rule
August – Lesson from the Case Study of Japan
July – Doing Vacation Right
June – How to Get Around the Once a Year Rollover Rule
May – The Best Annuity Out There
April – A Unique Way to Get More Asset Protection
March – The Coverdell Education Savings Account
February – A Tale of Avalanches, V-Fib Arrests, and Helicopters
January – Resolve to Fix Your Finances in 2017!
2016
December – Trump Rally, Donor Advised Funds, and More
October – What to Do If You Have Money During Medical School
September – The Road to Happiness
August – Phil Demuth on Tax Bracket Thresholds
July – The Best Investment Financial Crisis Response
June – Managing Student Loans as a Resident
May – The 3 Different Types of Physician Financial Situations
April – Simplifying Life via Spring Cleaning
March – Budgeting Priorities in a Crippled Financial State
February – The SIMPLE IRA
January – Tax Harvesting and Donating Shares to Charity
2015
December – The Benefits of Hiring Your Children
November – The Recent Changes to Social Security
October – Paying for College Education
September – Paying Tuition with Appreciated Security Shares
August – Gold as an Investment
July – Be Prepared for Financial Downturns
June – How to Handle Crippling Educational Debt
May – The SEPP Rule
April – The Myth that Stock Picking Is Adequate Portfolio Diversification
March – Balancing Personal Finance Philosophies
February – Roths in the Distribution Phase
January – 529 Tax Saving Schemes
2014
December – Charitable Contributions
November – A Penny Saved Is More Than a Penny Earned
October – Quartely Estimated Tax Payments
September – A Certified Financial Planner on Staff at Medical Schools
August – Keeping Real Estate Investment Expenses Low
July – After-Tax 401(k) Contributions
June – Investment Approaches Masquerading as Legitimate Techniques
May – The Value of Frugality
April – Be Careful When Choosing Self-Directed IRAs
March – Lower Investment Tax Cost with Charitable Donations
February – The “MyRA” and the Benefits of a Very Simple Portfolio
January – Timing Tax-Advantaged Investment Contributions
2013
December – Cautions About Increasing Your Lifestyle
November – Reduce Your Sequence of Return Risk
October – The Buy and Hold Philosophy Is Not Dead
September – Are After-Tax Contributions to a 401(k) a Good Idea?
August – How Not to Run Out of Money in Retirement
July – Bond Investing
June – IBR Management Strategies
May – The Boglehead Philosophy of Investing
April – Lessons Learned from the Cyprus Crisis
March – In Defense of Conservative Spending Habits
February – Quick Easy Things That Can Save Your Financial Life
January – Guards Against Income and Tax Situation Fragility
2012
December – There Is a Light at the End of the Tunnel
November – Avoid a Portfolio “Collection”
October – Don't Overestimate Your Risk Tolerance
September – Market Buy and Sell Tips
August – How to Choose a 529 Plan
July – Successfully Navigate the Critical Investing Moments
June – The 5 Enemies to Your Investment Portfolio
May – Fund Your HSA Through Your Employer
April – Plan Ahead for Potential Contract Loss
March – 3 Finance Basics
February – The Advantages of a Solo 401(k)