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This podcast episode discusses the Rule of 55 retirement strategy, as well as listener questions about the risks of linking financial accounts to budgeting apps like YNAB, strategies for optimizing Trump accounts, and how to approach inherited ...

The world of paying for medical school is now totally different. Here's how to think about closing the gap between federal and private loans.

My parents usually have their budget meeting at the kitchen table on a Sunday afternoon for a few hours. Here's what they've taught me.

If you're financially independent but still working, here are a few reasons for why you still might not want to retire.

There are several types of "own occupation" policies. You probably need one of them, but which one? True, transitional, or modified?

A perennial question in the financial literature is at what age is the best to begin Social Security benefits. Here's how I decided for me.

I love investing in private real estate debt funds. But lately, figuring out which accounts to put those funds into has been a struggle.

An interview with Dr. Matt Moore to discuss charitable trusts, recent changes affecting charitable giving, and advanced strategies that can help physicians give more efficiently while managing taxes.

It's worth a long, frank discussion with your parents and any other potential heirs to figure out the best way to increase family wealth.

Parenthood, emergency medicine, and athletics have been equal parts of my identity. But as I entered my mid-50s, I got to a crossroads.