Skip to content
How-to

how to

Helping you understand the decision in front of you. From hiring a planner, to obtaining disability insurance, understanding your offer or if pursuing PSLF is an option you should consider.

What this is

One topic at a time. Each card is a decision a physician household actually faces, not a feed of general money tips.

Planner

Fee only, flat fee, fiduciary, physician only seats, how to choose and what you’re paying for.

Disability

Own occupation coverage, the lane, not the product shelf.

Refinance

When a refinance changes the household plan, and when it is just a lower rate.

How we use these on the show

Decision guides take one choice at a time. Planner is live. Other topics land here when they are ready.

* Don’t see something specific you are looking for? Let us know by recording your feedback and we will get it added to the list.

FAQ

What can i learn in the how to?

Decision guides. Planner is live. Other topics land here when they are ready.

Is this financial advice?

No. Education, not advice. Confirm every move with licensed professionals who know your contract, specialty, and state.

What if my decision is not listed?

Ask your question. That how to moves up the list.

If you have a question about a decision you are about to make, ask it here

Ask your question Ask