Our latest POSTS

June 16, 2025

Podcast: Beyond the Paycheck: Vacation Rental ROI, State Taxes, and Deferred Comp Decisions

What’s the real return on your vacation rental—and how should you plan for taxes, depreciation, and long-term upkeep? In this episode, we talk through how to evaluate income property profitability […]

June 13, 2025

Saving Strategically With Variable Income

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“I’m a physician in private practice, and my […]

June 11, 2025

Independent but Not Unprepared: Retirement Tips for Locum Tenens Physicians

This post is adapted from a recent episode of the Scholar Financial Advising podcast. Listen here for the full discussion. A listener asked:“I work as a locum tenens physician, so […]

June 10, 2025

Understanding Asset Location: Where You Invest Matters

Where you place assets in your portfolio can help you manage tax treatments in your portfolio. We break down how it works. Full Article: Understanding Asset Location When it comes […]

June 9, 2025

Podcast: Three Physicians, Three Big Questions: Planning for Flexibility, Savings, and Sanity

Three physicians. Three very different financial questions. In this episode, we unpack real scenarios from high-income earners navigating career growth, variable income, and burnout. First, we address retirement planning for […]

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