Financial Planning Posts

a doctors hand holds a pen and signs loan paperwork
Updated: January 28, 2023

Loans for Doctors: Mortgages, Personal Loans & More

Elizabeth Shutty
By Elizabeth Shutty
Medical professionals often start their careers with a strange financial situati ... Read More
Financial Planning
Nurse pays for a transaction with a credit card.
Updated: June 21, 2021

Setting Financial Goals as a Doctor

Jack Wolstenholm
By Jack Wolstenholm
Everyone needs to set financial goals, both short-term and long-term. However, f ... Read More
Financial Planning
Older doctor with beard and sunglasses
Updated: June 18, 2021

How to Live Within Your Means as a Doctor

Jack Wolstenholm
By Jack Wolstenholm
Most residents and young doctors spend the early years of their careers working ... Read More
Financial Planning
Doctor and patient talk in an office
Updated: June 16, 2021

Building Generational Wealth: A Guide for Doctors

Jack Wolstenholm
By Jack Wolstenholm
Despite getting a late jump on their finances in life, doctors are uniquely posi ... Read More
Financial Planning
Female doctor looks at her cell phone happily
Updated: June 3, 2021

A Complete Guide to Financial Wellness for Doctors

Jack Wolstenholm
By Jack Wolstenholm
Sometimes the more money you make, the more confusing it can be. Doctors tend to ... Read More
Financial Planning
Male resident physician reviews paperwork.
Updated: January 23, 2021

Doctor Benefits: What to Expect when Accepting an Offer

Jack Wolstenholm
By Jack Wolstenholm
Working in healthcare is changing. Covid-19 played a role, no doubt, but the doc ... Read More
Financial Planning