Financial Resources for Early-Career Physicians

From Equitta’s Video Library

Budgeting

How to start saving smart during your training years

Disability Insurance

The best way to get disability insurance

Student Debt

How to figure out the best student loan payment plan

Financial Planning

Optimizing 403b and 401k Portfolios: Proven Techniques for Long-Term Growth

Discover evidence-based techniques to help optimize your 403b and 401k investments.

James Pommert, CFP

12/17/2024

Financial Planning

Is $3.7 Million Enough for Early Retirement? We React to Dave Ramsey

Can a doctor retire early on $3.7 million savings? We analyzed a recent Dave Ramsey segment to help you decide.

James Pommert, CFP

12/06/2024

Investing

Passive Indexing vs. Active Management: Which Strategy Builds a Stronger Portfolio?

Is a passive index fund enough? Discover the pros and cons of passive vs. active investing and learn how evidence-based strategies impact lo

James Pommert, CFP

Financial Planning

How to Choose A Financial Advisor

Discover essential traits to look for in financial advisors and firms. Our new video shows how to choose a financial advisor.

James Pommert, CFP

Student Debt

What’s the Average Cost of Student Loans for Doctors?

Considering a medical career? James breaks down a doctor’s tuition costs, average debt, and tips for managing student loans effectively

James Pommert, CFP

10/22/2024

Student Debt

Debt Forgiveness Programs for Physicians | Equitta

Discover the ins and outs of debt forgiveness programs for physicians (and the importance of planning your student loan repayment early).

James Pommert, CFP

Financial Planning

The Truth About Fee-Based Financial Advisors | Equitta

James critiques a recent Wall Street Journal article on fee-based financial advisors, discussing flaws in its claims about fee structures in

James Pommert, CFP

10/03/2024

Student Debt

Debt Repayment Plan for Physicians | Equitta

Should you pay off your student loans right now? Explore one major reason why it’s often better for physicians to wait when creating a debt

James Pommert, CFP

Tax

A Roth IRA Conversion Strategy for Physicians | Equitta

Today, we’re taking you on a deep dive into one of the most effective tax planning strategies out there: the Roth IRA conversion.

James Pommert, CFP

Investing

Investing for Physicians | Equitta

When we talk about investing for physicians, we start with the data. Is active investing or passive investing better?

James Pommert, CFP

Topics

Physician Self Care

Living a Life You'll Love

Investing your Money

Saving and Budgeting

Getting Life Insurance

Getting Disability Insurance

Planning your Financial Future

Minimizing your Taxes

Paying your Student Loans

Understanding your Employer Benefits

Negotiating your Contract

Finding a job

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

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DISCLAIMER

Equitta Advisors (“Equitta”) is a Registered Investment Advisor ("RIA"). Registration as an investment adviser does not imply a certain level of skill or training, and the content of this communication has not been approved or verified by the United States Securities and Exchange Commission or by any state securities authority. Intent renders individualized responses to persons in a particular state only after complying with the state's regulatory requirements, or pursuant to an applicable state exemption or exclusion. All investments carry risk, and no investment strategy can guarantee a profit or protect from loss of capital. This content was meant for informational purposes only and is not intended to and should not be relied upon or construed as financial advice specific to any one person's situation. Consult a financial advisor or insurance professional directly if you want specific financial advice tailored to your situation.

Optimizing 403b and 401k Portfolios: Proven Techniques for Long-Term Growth

Is $3.7 Million Enough for Early Retirement? We React to Dave Ramsey

Passive Indexing vs. Active Management: Which Strategy Builds a Stronger Portfolio?

Categories

Featured resources for physicians

Optimizing 403b and 401k Portfolios: Proven Techniques for Long-Term Growth

Is $3.7 Million Enough for Early Retirement? We React to Dave Ramsey

Passive Indexing vs. Active Management: Which Strategy Builds a Stronger Portfolio?

From Equitta’s Video Library

Optimizing 403b and 401k Portfolios: Proven Techniques for Long-Term Growth

Is $3.7 Million Enough for Early Retirement? We React to Dave Ramsey

Passive Indexing vs. Active Management: Which Strategy Builds a Stronger Portfolio?

How to Choose A Financial Advisor

What’s the Average Cost of Student Loans for Doctors?

Debt Forgiveness Programs for Physicians | Equitta

The Truth About Fee-Based Financial Advisors | Equitta

Debt Repayment Plan for Physicians | Equitta

A Roth IRA Conversion Strategy for Physicians | Equitta

Investing for Physicians | Equitta

Categories

Topics

Authors

Jackson Pace, CPA

James Pommert, CFP

Dr. Ryan Collar, MD / MBA

Dan Cremons

Schedule an Anti-Sales Call.

WE’RE ON SOCIAL!