How To
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.
Mortgages
Physician mortgages and doctor loans, who qualifies, how much house, zero down, and how lenders actually compare.
Refinance
Student loans at a lower rate, private versus federal, what federal borrowers give up, and when the savings are real.
1099 Side of Medicine
Locums and contract income, the entity question in the right order, when an S corporation pays, quarterly taxes, and the solo 401(k).
Mega Backdoor Roth
After tax money in a 401(k) or 403(b) moved into Roth, the two plan questions to check first, and the steps.
How we use these on the show
Decision guides take one choice at a time.
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Related questions
What can I learn in the how to?
Decision guides. Planner, Mortgages, Refinance, 1099 Side of Medicine, and Mega Backdoor Roth are live.
What if my decision is not listed?
Ask your question. That how to moves up the list.