Personal Finance

One of my hobbies is financial planning and I write a column on personal finance for a national Emergency Medicine newsletter.  Here are some resources, including some of my columns and blog posts:



Tricks for Long-Term Asset Protection



3rd Step to Financial Freedom – Debt Management



1st Step to Financial Freedom – Establishing an Emergency Fund

Should You Establish an Emergency Fund



Looking Ahead – The Basics of Estate Planning



3 Financial Tips Every Young Doctor Needs to Know

Financial Planning Overview

Financial Planning Resources

How to Select a Financial Adviser

If You Can – How Millenials Can Get Rich Slowly – A free PDF booklet by well known financial author William Bernstein, MD. This is a good introduction to personal investing that you can read in under 1 hour.

White Coat Investor Website – The best website for physician-specific personal financial planning education and information.



2nd Step to Financial Freedom – Get Properly Insured

Disability Insurance Review Article

Disability Insurance Q & A

Disability Insurance Update – 2 JUN 2017

Long-Term Care, Disability, and Umbrella Insurance – Do I Need All of This?

Supplemental Disability Insurance for Military Physicians



5th Step to Financial Freedom – Invest in Stock and Bond Index Funds



6th Step to Financial Freedom – The Rent vs Buy Real Estate Decision

I Paid Off My Mortgage – Should You?

Should You Invest in Real Estate?

The Rent vs. Buy Real Estate Decision Newsletter Article



4th Step to Financial Freedom – Contribute Maximally to Your Tax-Favored Retirement Accounts

Blended Retirement System: 6 Major Considerations Before You Choose

Blended Retirement: Should I Make the Switch?

How Valuable is a Military Pension?

Questions and Answers about Opting into the Blended Retirement System (BRS)

Retirement Accounts – Protecting You from You

Retirement – Basic Principles of Investing

Retirement Calculator – DoD

Retirement Calculator – USAA

Retirement Planning – The Easy Way

USAA’s Blended Retirement System Tool



The $121,500+ Guest Room


DISCLAIMER: I am not a financial planner, accountant, tax attorney, etc. therefore all of the financial advice provided is for general educational purposes only and does not constitute individual financial advice.  Please consult your financial planning professional(s) for advice specific to your individual situation.

4 thoughts on “Personal Finance

    […] next 10, 20, or 30 years.  There are many people who lack the financial education they need (go here or here to get it) and invest in the Thrift Savings Plan but keep their money in the default option […]


    […] NOTE: I have no financial relationship with these sites, and there is more information on insurance on this page. […]


    […] insurance market for Active Duty personnel. If you want to read about DI, you can go to my Personal Finance page or some other posts like this one or this […]


    […] (Here is a pdf of this article, one of my personal finance columns I write for a national Emergency Medicine newsletter.  Find more of them here.) […]


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