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Most Recent Posts
The Tale of Two Doctors: The First Paycheck
Episode #4: If You Fail to Plan, You Plan to Fail – Life Planning
Paying Yourself First – 6 Ways to Automate Your Financial Life
Do You Define Wealth With Your Feelings or a Number?
AUM versus Flat-Fee: A Financial Advisor’s Perspective
Episode #3: Fitting a Peloton into Your Budget
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Latest Blog Posts
The Tale of Two Doctors: The First Paycheck
You’ve made it to your first attending pay check. Great! Now what? Is it really that important to start investing? Surely I can enjoy the big pay bump. Let this Tale of Two Doctors answer the question “What do I do with my first paycheck”? Come join Dr. Jones and Dr. EFI as they tell their tale.
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Episode #4: If You Fail to Plan, You Plan to Fail – Life Planning
If you haven’t gone through these exercises, there is a 100% chance your financial plan is not accurate or complete. Come read and listen to find out more.
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Paying Yourself First – 6 Ways to Automate Your Financial Life
If you aren’t automating your financial tasks, you are likely leaving money on the table. Learn 6 ways to pay yourself first, so that you can find efficient financial success.
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Do You Define Wealth With Your Feelings or a Number?
How do you define wealth? Do you need to feel wealthy? Or do you know you’re wealthy when you’ve hit the right number? How you define wealth impacts your freedom!
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AUM versus Flat-Fee: A Financial Advisor’s Perspective
Have you ever wanted a financial advisor’s inside perspective on fee-models? Well, today is your day. If you have a financial advisor (or if you are considering one), this post is a must-read.
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Episode #3: Fitting a Peloton into Your Budget
Is there something that you absolutely love to spend money on? In this episode, we not only tell you that it is okay… but that we highly encourage you to do it. Are we abandoning frugality completely? Is the site coming off the rails? Learn to spend lavishly in a guilt-free way.
