Financial Resources for Early-Career Physicians

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Featured resources for physicians

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Disability Insurance

Demystifying Disability Insurance: 5 Must-Knows for Residents & Fellows

Getting disability insurance can feel confusing to early-career physicians who haven’t had to deal with it before... until now.

Dan Cremons
Nov 30, 2018
6 min
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Financial Planning

7 Important Things to Look for in a Financial Advisor

How do you find the right advisor in a financial world full of commission-driven salespeople? There are 7 important things to look for.

Dan Cremons
April 23, 2023
7 min
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Student Debt

Free Money: How to Take Advantage of PSLF

Public Service Loan Forgiveness (PSLF) is free money! Here's how to know if you'll qualify, and how to take full advantage of its benefits.

Dan Cremons
April 2, 2023
6 min

From Equitta’s Video Library

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Financial Planning

8 Common Money Mistakes Young Physicians Make (and How to Avoid Them)

We’ve worked with early-career docs for 15+ years, and have seen it all. Here 8 of the most common financial mistakes we see them making.

James Pommert, CFP
04/12/2023
5
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Job Search

Earn What You're Worth: How to Negotiate Your Attending Job Offers

Want to make sure you earn what you're worth as an attending? Doing so comes down to negotiating your job offers effectively. Here's how.

Dan Cremons
01/18/2023
8
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Life Insurance

Cover Yourself: Insurance Must-Knows for Early-Career Physicians

James Pommert, CFP
02/08/2023
5
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Financial Planning

Life Happens: Why Early-Career Physicians Need an Emergency Fund

Unanticipated financial setbacks happen. Be prepared when they do. Here's why emergency funds are important, and how to set one up.

Dan Cremons
04/12/2023
4
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Married? How to Make Sure You Are Filing Your Taxes Correctly

For married physicians, here's how to determine whether to file your taxes jointly or separately. The financial impact can be big!

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Tax

5 Tax-Saving Strategies for Early-Career Physicians

Five simple tax strategies for helping early-career physicians minimize your tax bill and hang onto more of your hard-earned money.

Jackson Pace, CPA
06/07/2023
5
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Disability Insurance

Demystifying Disability Insurance: 5 Must-Knows for Residents & Fellows

Getting disability insurance can feel confusing to early-career physicians who haven’t had to deal with it before... until now.

Dan Cremons
Nov 30, 2018
6 min
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Financial Planning

7 Important Things to Look for in a Financial Advisor

How do you find the right advisor in a financial world full of commission-driven salespeople? There are 7 important things to look for.

Dan Cremons
April 23, 2023
7 min
Build human-level AI automations

Disability Insurance

6 Things to Look For in Your Disability Insurance Policy

How do you know your disability insurance policy has you covered? The answer is in the fine print. Here are the 6 things to look for.

Dan Cremons
Nov 30, 2018
6 min

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Authors

Jackson Pace, CPA

Tax Partner

James Pommert, CFP

Founder and Head of Financial Planning

Dr. Ryan Collar, MD / MBA

Co-Founder

Dan Cremons

Co-Founder and Head of Client Education

Get ahead of the financial game while you’re still in training! 

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There are 5 money matters residents & fellows should really sort out while they're still in training. 

This free video series will show you how, so you can get ahead of the financial game now, and turn the corner from residency to the attending years with financial confidence!

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