Retire Early…for Your Family

If you make the right choices along the way, there’s a good chance you will be able to retire early, which would bring a wealth of benefits to you and your family. Those right choices include saving in multiple “buckets,” investing in smart funds, avoiding unnecessary debt, and making other sound financial choices.

It should be no secret to learn that retiring early can increase your quality of life. The reduced stress is good for your physical and mental health, not to mention all the newfound time you would have to exercise, pursue your favorite hobbies, and spend quality time with the people you love. Retiring early means getting to hang up the ol’ stethoscope at age 45 or 50 instead of 65 or even older; and that’s an age you can actually enjoy!

Perhaps most importantly, retiring early will give you more time with your kids and family while you (and they) are still young and you can enjoy activities together. No more coordinating nightmarish schedules to try to be present at important family events. No more working late nights or early mornings and missing out on holidays and invaluable memories. No more worrying about what’s happening at the clinic or with a patient. All those years of working long hours and crazy schedules will finally pay off as your family gets you – all of you – all of the time.

“The good news is that as a physician, you can absolutely retire early.”

The good news is that as a physician, you can absolutely retire early. This is a job perk available to you if you plan ahead. You have worked hard to get to where you are, and knowing how to save and invest your salary will determine when you can retire and live a lifestyle you’re comfortable with for the rest of your years. Unfortunately, most physicians have neither the time nor the interest in investing and financial planning. That’s where we step in.

We work solely with physicians, and all of our financial planning services are centered around your success. Our goal is for your investments to thrive. When you do well, we do well, and we are committed to helping you achieve your full potential.

We plan for the long-term and intend to be your advising partner through your career and lifetime. Just as you vow to look out for your patients’ best interest, we are here to look after yours. If you’re ready to start planning for your early retirement, call us for a complimentary consultation.


doctors life podcast

The Doctor’s Life Podcast 044- All About The Situation

Maybe you’ve been there before; Wanting out of your employer so bad, you’d probably take anything at this point. When something does comes your way, you realize it’s not ideal, but you still really want to take it because it’s not your current employer. You pass on it though and wonder if that perfect situation is out there. But then, that great situation does come up.

Nick Schneider is on The Doctor’s Life Podcast with a couple of stories of clients that were in this exact situation and are glad they waited it out. All episodes of The Doctor’s Life Podcast are available here, iTunes, and Android. Make sure to subscribe and you will be the first to get new episodes of The Doctor’s Life Podcast.


doctors life podcast

The Doctor’s Life Podcast Episode 020- Setting Up A Practice (Part 2)

Setting up a practice is hard work. Last week, we spoke about how to do it correctly. There are a lot of people needed and a lot of prep work needs to be done before getting to the point of launching your practice. We want to help you be in the right position to do it.

If you missed part 1, make sure you check it out.

Nick Schneider is back in The Doctor’s Life Podcast studios with part two of setting up your practice. All episodes of The Doctor’s Life Podcast are available here, iTunes, Android, and on SoundCloud. Make sure to subscribe and you will be the first to get new episodes of The Doctor’s Life Podcast. Continue reading…


doctors life podcast

The Doctor’s Life Podcast Episode 018- Choosing a Financial Advisor

Friends and colleagues have probably told you before to make sure you get a financial advisor. But how do you choose one? There are questions you need to ask your financial advisor candidate while you are developing a relationship. This financial advisor will be with you for the duration of your career and beyond, so it’s something to take seriously.

Nick Schneider is in The Doctor’s Life Podcast studios with those questions that you need to be asking. All episodes of The Doctor’s Life Podcast are available here, iTunes, and on SoundCloud. If you have an Android device, you can download a podcast player (I recommend Podcast Addict), and it will pull from iTunes. Make sure to subscribe and you will be the first to get new episodes of The Doctor’s Life Podcast. Continue reading…


doctors life podcast

The Doctor’s Life Podcast Episode 016- The Job Search Process

As your career enters and exits multiple stages, there will be times when you enter in to the job search process. It can be daunting if it is your first time or your final time. It is a task where you need to know what to look for and what to ask for.

Justin Nabity is in house with the to help you through the job search process. All episodes of The Doctor’s Life Podcast are available here, iTunes, and on SoundCloud. If you have an Android device, you can download a podcast player (I recommend Podcast Addict), and it will pull from iTunes. Make sure to subscribe and you will be the first to get new episodes of The Doctor’s Life Podcast.


doctors life podcast

The Doctor’s Life Podcast Episode 013- Young Physicians Report

So many physicians question where they are at in their career and personal life. After moving out of training, physicians are 10+ years behind their peers in joining the work force. Right after training, physicians may work shoulder to shoulder with other physicians making 5x the money that they are. Many times, this leads to doctors questioning where they are at in life. Let me tell you this: according to the Young Physicians Report, you are not alone.

The Young Physicians Report is out and Nick Schneider is back on The Doctor’s Life Podcast to discuss some concerns and highlights. All episodes of The Doctor’s Life Podcast are available here, iTunes, and on SoundCloud. If you have an Android device, you can download a podcast player (I recommend Podcast Addict), and it will pull from iTunes. Make sure to subscribe and you will be the first to get new episodes of The Doctor’s Life Podcast. Continue reading…


The Big Economic Mystery of 2015

If the economy is healthy, why are retail sales so poor?

Provided by Justin Nabity

Retail sales have been flat or negative for four out of the past five months. Even though households are saving an average of $50 a month on gasoline compared to a year ago, that savings has not inspired consumers to increase their spending.1

Commerce Department data released last week showed no retail sales growth in April; even core retail sales (which exclude car and gasoline purchases) rose only 0.2%. Retail purchases fell 0.2% in Q1, representing the first quarterly dip since 2012. Through April, they were up just 0.9% annually.2,3

What is holding the consumer back? If economists could pinpoint this on a single factor, there would be no mystery here. Significant clues have emerged, however.

Continue reading…


Two Physicians Talking

Physician Contracts: Independent Contractor or Employee?

Download The Doctor’s Life Podcast Episode 014- Employee or Independent Contractor HERE

Pros and cons for physicians looking at different employment designation options

As you evaluate different physician contracts, you may come across opportunities to work as an independent contractor rather than an employee. Learn more here about employment designations and some potential issues physicians should consider with each option. Continue reading…


Interview Tips for Physicians

15 Interviewing Tips for Physicians

When you walk into a first interview, what do you need to be thinking? How should you dress? What should you ask? How should you relate to the interviewer? These are all critical questions you should answer to present yourself in a way that will impress and build rapport with a potential employer. They are the most important things to keep in mind when preparing for a first interview with a hospital or private practice. If you follow these principles, you will be well on your way to finding the perfect career fit.

1. Know what you want in the job. Think ahead about the money, benefits, location, type of practice, setting, patient load and practice philosophy. Continue reading…