Financial Planning Posts

A female physician looks troubled and holds her head.
Updated: January 15, 2021

Money Problems Physicians Face

Jack Wolstenholm
By Jack Wolstenholm
Physicians face many problems. Most of these problems are the health problems of ... Read More
Financial Planning
Young happy couple on a couch
Updated: December 4, 2020

Six Money Moves to Make Before Next Year

Jack Wolstenholm
By Jack Wolstenholm
If you have patients who need to improve their physical health, you likely give ... Read More
Financial Planning
A happy couple meets with their financial advisor
Updated: March 19, 2020

Selecting a Financial Advisor as a Doctor

Jack Wolstenholm
By Jack Wolstenholm
Financial planning for physicians is extremely important. However, most doctors ... Read More
Financial Planning
An older couple discusses a trust with an advisor
Updated: March 12, 2020

A Crash Course on Trusts for Doctors

Joel Palmer
By Joel Palmer
It’s important to understand that trusts are not just for the top one percent. ... Read More
Financial Planning
A male physician smiles and looks at his credit card and phone.
Updated: January 16, 2020

The Best Credit Cards for Young Doctors

Jack Wolstenholm
By Jack Wolstenholm
For many years, doctors used to struggle to find financing solutions due to thei ... Read More
Financial Planning
Retired couple sits on beach at sunset
Updated: April 23, 2019

Retirement Planning for Doctors

Jack Wolstenholm
By Jack Wolstenholm
In this comprehensive guide to physician retirement planning, we cover everythin ... Read More
Financial Planning