financial advisor

The Financial Residency Book – A Review

The Financial Residency Book – A Review

The Financial Residency book is hot off the press. Should you snag a copy of your own? Is it the right book for you? Come find out as I review the book written by Mr and Dr. Inman.

The Code, Conflicts, and Client Interests

The Code, Conflicts, and Client Interests

Did you know that as of October 1st, 2019 all CFP’s are required to act as a fiduciary? Ever wondered if your CFP was putting your needs (or the company’s) first? Now, they have to tell you. Even Northwestern Mutual.

How Do Financial Advisors Get Paid? A Financial Planner’s Perspective

How Do Financial Advisors Get Paid? A Financial Planner’s Perspective

When someone asks “How does my financial advisor get paid” it should be a relatively easy question to answer and understand.  Unfortunately, that’s not the case much of the time.  Fortunately, this post will not only answer that, but provide you an awesome chart to see exactly where conflicts of interest exist in all of the most common financial advisory models!

4 Reasons Doctors Don’t Save Enough Money

4 Reasons Doctors Don’t Save Enough Money

Whenever I tell people outside of medicine how bad doctors are with money, they are always shocked.  Almost universally they wonder why we don’t save enough money.  They understand that – in order to become a doctor – you must be hard working, intelligent, and dedicated to the cause.  These are the same attributes – when they are applied correctly – that result in financial success.  How in the world can doctors be bad with money, then? 

What is a Safe Withdrawal Rate? A Case Study on The 4% Rule

What is a Safe Withdrawal Rate? A Case Study on The 4% Rule

If you have ever wondered about how much you can take out in retirement or if you will be able to withstand a down market right when you retire, this post is for you. It is a case study with graphs and charts that will help you better understand the dilemma, and whether you have “enough” to be financially independent. It is a must read.