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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Investing

Why Mutual Fund Names Can Be Misleading | Equitta

Sometimes, mutual fund names can be misleading. Explore the behind-the-scenes of how Equitta helps physicians-in-training manage finances.

James Pommert, CFP
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Disability Insurance

Disability Insurance for the Physician-in-Training | Equitta

Why is disability insurance key for you as a physician-in-training? Learn from three real-world examples.

James Pommert, CFP
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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
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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
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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
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Living

What Is Equitta?

James discusses his journey into financial planning and how he arrived at a place where he specifically works with early-career physicians.

James Pommert, CFP
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Living

Self Care Advice for Young Physicians

In this video, we explore how the seeds of burnout can often start during medical training due to the intense demands and pressures.

James Pommert, CFP
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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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Save well and invest smarter.

Pay

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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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