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As a financial planner, I review a lot of investment portfolios and have learned a few things by doing so.  There are some common...

Every quarter, public companies are required to report their finances to shareholders ad potential investors. These reports can...

I grew up in a household where making ends meet was always a struggle. When I look back on it, I am amazed at how my parents did it with...

My last few blog posts have been all about saving for the rising cost of college education.  First was a post about how to figure out...

Having reaped the reward from investing in higher education, it is natural for physicians to hope for the same for their children. But...

Saving for higher education As people who understand firsthand the financial power of higher education, most physicians encourage their...

Behavior Gap: difference between expected and actual investor outcome I recently got an email from a fellow physician finance...

Doctor dragged down by anchoring bias Have you ever noticed how the first number you hear tends to shape everything that comes after...

We all like to think of ourselves as smart, savvy, and rational, right? As physicians, we undergo extensive education, endure grueling...

In his excellent book, The Behavior Gap , Carl Richards explains how our own behaviors are often the greatest threat to long-term...

Physician burnout is alarmingly common—49% of physicians reported it in Medscape’s 2024 survey, and emergency medicine physicians topped...

According to the 2024 Medscape Physician Burnout & Depression Report  ("We Have Much Work to Do") , 49% of physicians reported feelings...

By Bryan Jepson, MD, CFP® There are a few economic concepts that consistently require me to sit down with a pen and paper to sketch...

The sky is falling! At least it kind of feels that way if you are paying attention to the stock market and watching the value of your...

I first heard of Jordan Grumet while listening to a podcast—I'm pretty sure it was the White Coat Investor . He was discussing his first...

My previous two posts on common financial mistakes focused on young doctors and those nearing or in retirement . But what about all the...

You have survived your 20-, 30-, or 40-year career in medicine and now have enough money to retire. Congratulations! Obviously, you have...

1. Upgrading Your Lifestyle Too Fast (aka Lifestyle Creep) You did it! You survived four years of medical school, three to seven years of...

The Physician's Path to True Wealth by Bryan Jepson MD, CFP The Physician’s Path to True Wealth: 12 Steps to Gaining Control Over Your...

This is my third post in a series about what to look for when choosing a financial advisor. In the first one , I talked about different...