Financial Resources for Early-Career Physicians

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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
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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
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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

From Equitta’s Video Library

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Disability Insurance

The RIGHT Way to Get Disability Insurance as a Young Physician

Want to learn the RIGHT way to get disability insurance without being sold something you don't need, and without being had? We've got you.

James Pommert, CFP
Nov 30, 2018
6 min

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Live

Live the life you've worked so hard for

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Cover yourself with insurance.

Grow

Save well and invest smarter.

Pay

Crush your debt and minimize your taxes.

Earn

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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

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