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7 Secrets to Wealth Building You Won’t Learn in Medical School
In fact, in medical school, you probably won’t learn anything about wealth building…let alone any secrets. And that’s because of the massive and misguided ancient taboo about money in medicine that dates back to Hippocrates. And this is a big problem. Seeing why isn’t hard for most doctors. Just look at my story of how I ended up burned out with medicine while I was still in training. Ironically enough, I alleviated my burnout and became a better doctor only when I started thinking about money and my financial well-being. That’s when I realized that while we don’t get into medicine for the money, we still need to make sure we are financially healthy. Being a good doctor actually depends on it. One is not mutually exclusive from the other.
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Doctor
Physician
Financial Planning
investing basics
The Road to Maxing Out Your 401(k) and Beyond as a Doctor
As a doctor, you intuitively understand the concept of investing: After all, medical school is one of the biggest investments there is. So, when it comes to saving for retirement, many doctors are ahead of the game and start maxing out their 401(k) contributions as soon as possible.
Financial Planning
Retirement
Tax Planning
Diversification Works for Investments — But What About Financial Advisors?
Diversification is a cornerstone of smart investing — but does that mean you should diversify your financial advisors, too? The short answer is no. While spreading your investments across asset classes and markets is a proven strategy, fragmenting your financial guidance can actually do more harm than good. Consolidating your investment accounts with one competent financial advisor offers clarity, efficiency, and better outcomes. Here’s why.
Financial Planning
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Private Equity Acquisitions: What Physicians Need to Know
The growing wave of medical practice acquisitions by private companies like CVS and Amazon is currently disrupting the healthcare sector. Here’s what today’s physicians should know about the current trend of private equity acquisitions and what to consider if their own practice is ever approached for acquisition.
Are Physician Home Loans the Right Solution for You?
A physician home loan is a specialized mortgage designed to help physicians overcome the unique financial challenges they face early in their career.
Physician Finances: A Prescription for Your Financial Health
The demands on physicians today can seem overwhelming. It's no secret that healthcare delivery is changing, and those changes are reflected in the state of physician finances every day.
Combating Physician Pay Cuts and Burnout
Decreasing compensation, burnout, and pay parity challenges are just a few of the key findings in Doximity and Curative’s new 2023 Physician Compensation Report.
Physician Retirement: 7 Signs You Are Ready
The majority of physicians plan to retire at age 68, much later than the average American. Why is physician retirement often delayed?
Estate Planning for Doctors: A Checklist to Update or Start Your Own
Estate planning for doctors is a crucial aspect of financial planning, and it's never too early to get started.
Physician Career Changes and the NFL
What do physician career changes and NFL players have in common? Well, if it has to do with one person in particular, everything.
TechCrunch: Forme Financial launches out of beta as Earned to help physicians manage wealth
Forme Financial, a wealth management platform for physicians, is emerging from beta with a new name and $12 million in Series A funding.
Forme Financial Raises $18MM, Launches as Earned
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development
Money Management for Doctors
Our goal at Earned is to provide the financial education and advisory that physicians deserve, so we’ve put together a list of the 5 main tips about money management for doctors, so you can learn what they are and how to plan around them.
Important Tax Planning Information for 2023
Tax planning is a year-round process, but as Tax Day on April 18th approaches, it’s important to make sure you have the information you need to file correctly.
What Physicians Should Know About the SECURE Act 2.0
We’ve analyzed the nearly 400 pages of the SECURE Act 2.0 to identify what may affect physicians most at different stages of their careers.
Key Dates for Planning Your Financial Health in 2023
As 2023 jumps into gear, you may be thinking about plans and goals for the coming year and beyond. Maybe your plans include financial planning, or maybe one of your goals is to take a look at your financial health and set yourself up for the future.
Check These 3 Things Before Year-End
The end of the year can be a hectic time and likely the last thing you will want to do is take on another to-do list. Earned has compiled 3 things to check before year-end; these items are time-sensitive and may potentially lead to savings.
How Doctors Can Improve Their Credit Scores
We share a handful of strategies that can have a huge impact on improving your credit score, paving the way for a more secure financial future.
How Physicians Can Maximize Long-term Wealth‍ through Better Tax Management
Earned Wealth's Chief Wealth Officer runs you through how physicians can maximize long-term wealth‍.
Tax Smart Investing: Using Custom Indexing to Minimize the Impact of Taxes
As high earners, physicians typically pay a lot in taxes. Custom indexing and tax-smart technology can help reduce taxes and enable personalization of physician portfolios.
How to Maximize Your Roth Savings as a Resident or Fellow
“Compound interest is the 8th wonder of the world. Those who understand it, earn it. Those who don’t, pay it.”
Top Tax Mistakes Doctors Make
Many doctors unknowingly make costly tax mistakes that slow down their wealth-building efforts. Learn tips to avoid them to help you maximize your savings and invest more efficiently.
Unpacking DSOs
In this guide, we’ll uncover the current state of the DSO marketplace, how to position your practice for a successful DSO transaction, and tax-smart strategies to help you minimize taxes and improve your financial outcomes.
Untapped Tax Strategies
Reducing your tax burden is one of the most powerful ways to accelerate your wealth and achieve your financial goals faster. These untapped tax-saving secrets can have a huge impact.

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