News and Updates
10 Times You Should Not Do a Roth Conversion
Full Article Link: Yahoo Finance – 10 Times You Should NOT Do a Roth Conversion Quote from Stephan Shipe“If you’re still working and expect your income to drop in retirement, […]
Saving Strategically With Variable Income
“I’m a physician in private practice, and my income varies because I’m paid based on revenue share. I want to save more aggressively for big expenses like a home renovation […]
Independent but Not Unprepared: Retirement Tips for Locum Tenens Physicians
“I work as a locum tenens physician, so all of my income is 1099. Since I don’t have access to an employer retirement plan, what types of retirement accounts are […]
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 […]
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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