Financial Resources for Early-Career Physicians

Topics
Build human-level AI automations

Job Search

How Should Physicians Choose a Residency Program?

In this video, we dive into a unique aspect of medical training: the residency matching system.

James Pommert, CFP
Build human-level AI automations

Living

Finding Purpose as an Early-career Physician

In this video, we discuss the inherent challenges that often test the resolve and sense of purpose of healthcare professionals.

James Pommert, CFP
Build human-level AI automations

Job Search

Networking advice for early-career physicians

In this video, we explore why it's crucial to look beyond immediate competition and prioritize long-term relationships with colleagues.

James Pommert, CFP

Categories

Grow

Save well and invest smarter.

Pay

Crush your debt and minimize your taxes.

Earn

Find a job and earn what you’re worth.

View All

Featured resources for physicians

Build human-level AI automations

Job Search

How Should Physicians Choose a Residency Program?

In this video, we dive into a unique aspect of medical training: the residency matching system.

James Pommert, CFP
Build human-level AI automations

Living

Finding Purpose as an Early-career Physician

In this video, we discuss the inherent challenges that often test the resolve and sense of purpose of healthcare professionals.

James Pommert, CFP
Build human-level AI automations

Job Search

Networking advice for early-career physicians

In this video, we explore why it's crucial to look beyond immediate competition and prioritize long-term relationships with colleagues.

James Pommert, CFP

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

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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
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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
Build human-level AI automations

Student Debt

How to Tackle Your Med School Loans

How to figure out the optimal strategy for repaying your student loans, so you don't pay a dollar more than you need to.

James Pommert, CFP
April 20, 2023
6 min
Build human-level AI automations

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
Build human-level AI automations

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

Categories

Live

Live the life you've worked so hard for

Protect

Cover yourself with insurance.

Grow

Save well and invest smarter.

Pay

Crush your debt and minimize your taxes.

Earn

Find a job and earn what you’re worth.

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

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

FREE VIDEO SERIES

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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Financial Ally for
Early-Career Physicians

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Disability InsuranceStudent LoansNegotiating Job OfferSaving and InvestingPhysician Mortgages

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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.