Financial Planning Simplified for Physicians: Harnessing "The Index Card" Approach

Tanya Frias, CFP®, ChSNC®

5/24/24

Physician side hustles abstract graphic

Physician Side Hustles: A Practical Guide to Legal Compliance

Chuck Kable, JD

5/19/24

Financial goals, industry expertise, or a deeper dive into a specific area of interest can all be motivations for a side hustle.

Tax planning for physicians header graphic

Mastering Tax Planning: A Year-Round Guide for Employed Physicians

Tanya Frias, CFP®, ChSNC®

5/19/24

By taking proactive steps throughout the year, you can significantly reduce your tax burden and maximize your financial well-being

Handshake representing negotiated first employment contract for an attending physician

Understanding Your Leverage as a New Attending

Chuck Kable, JD

5/18/24

Many new graduates wonder whether they have any leverage in their first negotiation and, if so, what kind. The answer is a resounding yes.

Illustration of a winding road, with contract negotiation pitfalls along the way for surgeons

Surgeon Contract Regrets: Top 8 Pitfalls and How to Navigate Them

Chuck Kable, JD

5/16/24

Learn the top 8 pitfalls in surgeon contract negotiations and how to avoid them. Gain insights and strategies to secure a contract that supports your patient care and well-being.

Mastering Financial Wellness for Physicians: Lessons from "Predictably Irrational"

Tanya Frias, CFP®, ChSNC®

5/17/24

With Andwise, explore how "Predictably Irrational" sheds light on irrational financial decisions among physicians, offering strategies to navigate biases effectively.

Whistle attached to a chain

Whistleblowing as a Medical Resident: Protecting Patients

Chuck Kable, JD

5/14/24

As a resident physician, you're dedicated to learning the intricacies of the healthcare system. Sometimes, this means encountering practices that compromise patient safety.

Climbing wall that makes it easier for someone to climb higher

Andwise: Redefining Healthcare from the Inside Out

Kanav Jain

5/14/24

Unlike traditional healthcare companies that develop medical devices or patient portals, Andwise focuses on empowering the people at the heart of quality care.

Image of a winding path road sign, with a curving arrow

Navigating Financial Health for Physicians: Insights from "Nudge"

Tanya Frias, CFP®, ChSNC®

5/10/24

Discover how 'Nudge' can optimize financial strategies for physicians. Learn key tips with Andwise to manage finances efficiently and effectively.

Knocking over a chess piece, winning the game

The Power of "No": Setting Boundaries and Asserting Your Rights in the Workplace

Chuck Kable, JD

5/9/24

Discover how to balance your professional obligations and personal well-being with Andwise's strategies for saying "no" in the workplace.

Yet another physician wellness pizza party

Real Wellness for Physicians: Beyond Token Gestures to Genuine Support

Kanav Jain

5/8/24

Why typical physician wellness programs miss the mark and how we can advocate for real, impactful change.

Two cars parked in front of a building

Bridging Financial Wisdom: Applying "Rich Dad Poor Dad" Principles to the Medical Profession

Tanya Frias, CFP®, ChSNC®

5/3/24

Discover how Andwise applies 'Rich Dad Poor Dad' principles to empower physicians financially. Learn strategies for wealth accumulation and professional fulfillment.

Financial and health related symbols

Empowering Physicians Through Financial Literacy: A Commitment to Equity

Kanav Jain

4/28/24

Financial literacy is more than just managing money; for physicians, it serves as a shield against a system riddled with inequalities.

Wooden blocks with the letters G and P

Closing the ‘Behavior Gap’: Financial Strategies for Physicians from Carl Richards' Insights

Tanya Frias, CFP®, ChSNC®

4/26/24

Discover how Andwise guides physicians through the behavior gap, empowering financial security amidst market turmoil and professional pressures.

A picturesque street with a row of charming houses, creating a delightful neighborhood ambiance

Strategic Wealth-Building for Physicians: "The Millionaire Next Door" by Thomas J. Stanley and William D. Danko

Tanya Frias, CFP®, ChSNC®

4/19/24

Unlock wealth-building strategies for physicians inspired by "The Millionaire Next Door." Learn how Andwise supports smart financial decisions for medical professionals.

Neon sign displaying a handshake in dark background, symbolizing agreement

Renegotiate Your Success: A Hospitalist's Guide to Contract Optimization

Chuck Kable, JD

4/16/24

With Andwise, master contract renegotiations with our guide. Learn key strategies to enhance value, balance, and professional growth in your role.

Statue of girl gazing at bull statue on Wall Street

Investing Simplified: How Physicians Can Use "A Random Walk Down Wall Street" to Their Advantage

Tanya Frias, CFP®, ChSNC®

4/12/24

With Andwise, explore smarter investing for physicians with 'A Random Walk Down Wall Street.' Learn how busy doctors can build wealth through index funds and diversification.

Illustration of using andwise contract analyzer on a mobile device

Why Andwise's Free Contract Analyzer is a Game-Changer for Physicians

Kanav Jain

4/12/24

Andwise's free Contract Analyzer helps doctors navigate legalese for contracts that align with their goals.  Review key terms, non-compete clauses, and more - all at no cost.

Person looking at Andwise physician employment contract analyzer upload screen

Navigating Physician Employment Legalese with Ease on Andwise

Kanav Jain

4/11/24

Andwise's Contract Analyzer offers an interactive review process to demystify legal jargon and empower physicians for better career decisions.

A professional man in a suit and tie standing on a staircase.

Strategic Reframing: Negotiation Techniques for Physicians

Chuck Kable, JD

4/5/24

Explore strategic reframing in our guide designed for physicians negotiating their employment contracts. Learn to articulate your value in a way that resonates.

An open book, a cup of coffee, and a pair of glasses on a white surface

Mastering Personal Finance with "Your Money or Your Life"

Tanya Frias, CFP®, ChSNC®

4/5/24

Andwise review: "Your Money, Your Life" offers physicians strategies for financial independence, value-based spending, and aligning money with life goals.

Intersection sign with "One Way" symbols

Supporting Physicians Through Career Transitions: A Comprehensive Guide for Advisors

Tanya Frias, CFP®, ChSNC®

4/3/24

Guidance for advisors on helping physicians navigate career changes, addressing burnout, job dissatisfaction, and exploring alternative careers in medicine.

A person holding a glass ball with the ocean in the background

Undeterred by DEI Challenges: Andwise Champions a More Equitable Future in Healthcare

Kanav Jain

4/1/24

Andwise tackles healthcare DEI challenges head-on, advocating for diversity and equity in patient care. Join us for a more inclusive future in healthcare.

A man multitasking on his smartphone and laptop, checking the stock market for updates and information.

The Importance of Simplifying Your Financial Accounts

Varun Verma, MD

3/22/24

Streamline finances, mitigate risks. Simplify accounts for growth, ease. Learn how to manage effectively.

An individual sheltering from the rain under a red umbrella.

Guide to Disability Insurance for Physicians in 2024

Andwise Team

3/18/24

Empower early-career physicians with community-driven loud budgeting for financial wellness.

Credit card payment terminal with paper roll on orange background.

Loud Budgeting for Early-Career Physicians: Building Financial Wellness Together

Tanya Frias, CFP®, ChSNC®

3/18/24

Discover 'loud budgeting' for early-career physicians: a supportive community approach for financial wellness.

 A group of people happily pointing at a laptop screen, showing their excitement and engagement.

Gearing up for Residency: Essential Tips for a Smooth Transition

Dhruvil Patel, MD

3/15/24

Congratulations on your residency match! This guide offers expert tips for a smooth transition into your program, including essential resources and wellbeing strategies.

 Two individuals on a sidewalk, surrounded by urban scenery, with the phrase "passion led us here" in bold letters.

The Match Doesn't Define You

Varun Verma, MD

3/14/24

Don't let not matching define you! Explore options, from SOAP to alternative paths. Your journey is just beginning.

 Autumn leaves gracefully adorning a clothesline, showcasing nature's vibrant hues and the changing season.

Transitioning to a New Specialty after Residency: A Comprehensive Guide

Varun Verma, MD

3/8/24

This guide explores the challenges and strategies for transitioning to a new medical specialty after residency training.

A father and his son are cherishing a stunning sunset on the beach, making unforgettable memories.

Returning To Work After Parental Leave

Varun Verma, MD

3/6/24

Returning to work after parental leave can be a daunting prospect for many new parents, especially those in demanding professions like healthcare

A mist-covered path featuring an oversized hand sculpture, evoking a sense of intrigue and wonder.

Resident-first: our approach to building for physicians

Kanav Jain

3/5/24

Discover how Andwise champions a resident-first philosophy to empower doctors with personalized financial tools and resources, fostering a community for early-career physicians.

A diverse group of women in vibrant coats, standing together in unity.

Celebrating Women in Medicine: Their Journey to Financial Freedom with Andwise

Andwise Team

3/1/24

Celebrate Women's History Month with Andwise, empowering female physicians with financial resources and inspiring stories. Join us in championing their success.

 An older man and a young boy fishing by the riverbank, enjoying a peaceful day together in nature.

Empowering First-Generation Medical Graduates with Andwise

Kanav Jain

2/27/24

Our platform provides the comprehensive support first-generation medical graduates need to navigate the complexities of the healthcare industry with confidence.

A woman sitting at a desk, focused on typing on her laptop.

Book an Andwise Talk: Empower Your Medical Community with Financial Literacy

Kanav Jain

2/25/24

Andwise is prepared to tailor our sessions to specifically align with the needs of your group, providing a transformative educational experience.

 A bride and groom figurine adorns a cake, symbolizing the union of two individuals in marriage.

A Guide for Physician Spouses and Partners: Navigating the Financial and Legal Labyrinth

Kanav Jain

2/23/24

Being a physician's spouse/partner comes with unique financial & legal challenges. Navigate the complexities with Andwise's guide.

Individual on rock, arms wide open, enjoying the scenic view.

Conquering Student Debt: Insights from a PGY-1

Dhruvil Patel, MD

2/22/24

Dr. Dhruvil Patel shares insights on managing student debt, highlighting Andwise's tools for financial empowerment and career growth for medical professionals.

a traveler atop a mountian and looking into the horizon

Exploring New Opportunities As Physician

Varun Verma, MD

2/20/24

Explore career transitions in medicine with Dr. Varun Verma's guide for physicians at all stages. Learn to leverage your skills and network strategically for new opportunities.

A man with a mask on, staring directly at his phone.

Andwise Launches Financial and Legal Educational Sessions for Physicians

Kanav Jain

2/15/24

These sessions, spearheaded by industry veterans, aim to equip you with the knowledge and tools for navigating the financial and legal landscapes of the healthcare profession.

Young kid navigating through woods with map.

Physician Financial Freedom: Charting Your Course with Andwise

Kanav Jain

2/12/24

Looking for a mobile experience that goes beyond education and offers additional support? Andwise a comprehensive toolkit specifically designed for physician financial success.

Headshot of Chuck Kable, Esq

Andwise Welcomes Chuck Kable: Strengthening Our Commitment to Physician Empowerment

Kanav Jain

2/7/24

Discover how Chuck Kable's arrival at Andwise reinforces our dedication to enhancing physician empowerment through legal empowerment.

 A doctor holding a stethoscope

Integrating Essential Financial Literacy into Residency Programs

Kanav Jain

2/5/24

Explore the significance of incorporating financial literacy into residency programs for a foundation in financial well-being for emerging physicians.

a stock investment chart

What Do Physicians Need to Know about Modern Portfolio Theory?

Varun Verma, MD

2/2/24

Unpack the essentials of Modern Portfolio Theory and its relevance to physicians seeking to optimize their investment strategy and financial health.

Discover potential partnerships for medical associations and societies to grow together with Andwise.

How Medical Associations Are Strengthening Financial and Legal Literacy

Kanav Jain

2/1/24

Learn about the pivotal role of medical associations in boosting the financial and legal literacy of physicians for better professional and personal outcomes.

a hand holding a phone, displaying a yellow "scam alert" warning message

Physicians: Guarding Your Finances Against Tax Scams

Andwise Team

1/30/24

Gain valuable insights on protecting your finances from tax scams, with practical advice for physicians to recognize and avoid these fraudulent schemes.

A glistening spider web adorned with dew drops, capturing the delicate beauty of nature's intricate design.

Physician Money Mistakes Part 2: My Journey to Avoiding Financial Pitfalls

Varun Verma, MD

1/26/24

Avoid common financial mistakes with lessons from a physician's journey. Gain insights into navigating your financial health with care.

Andwise vs The White Coat Investor

Finding the Right Fit: Andwise vs. White Coat Investor for Physicians

Andwise Team

1/20/24

Andwise and White Coat Investor (WCI) cater to distinct preferences and learning styles. Learn which platform works best for you.

Andwise vs The Prudent Plastic Surgeon

Seeking Financial Guidance as a Physician: Andwise vs. Prudent Plastic Surgeon

Andwise Team

1/20/24

While Andwise and Prudent Plastic Surgeon (PPS) both cater to physicians, they offer distinct approaches to financial guidance.

Andwise vs Passive Income MD

Building Financial Security: Andwise vs. Passive Income MD

Andwise Team

1/20/24

Andwise can provide a solid foundation for your overall financial planning, while PIMD can offer specialized knowledge if you choose to pursue real estate investing.

Andwise vs Physician on FIRE

Navigating Financial Freedom: Andwise vs. Physician on FIRE

Andwise Team

1/20/24

Learn what makes Andwise ideal for busy professionals seeking comprehensive support and ongoing interaction.

Andwise company logo

Andwise: Empowering Financial Well-being for Physicians

Kanav Jain

1/18/24

Explore how Andwise empowers physicians at every career stage with tools and education for financial well-being and professional growth.

Row of matches on pink background.

Preventing Burnout As a Hospitalist

Varun Verma, MD

1/17/24

Strategies for hospitalists to prevent burnout and maintain well-being. Tips for balancing the demands of work with personal health.

 A digital image of a net worth calculator displaying financial figures and graphs.

What Doctors Are Using for Budgeting and Net Worth Tracking

Andwise Team

1/12/24

Discover the tools and techniques doctors prefer for budgeting and tracking net worth. Practical advice for managing personal finances.

A stack of blocks with the phrase "Saving Money And Reduce Taxes"

Maximizing Tax Savings for Full-Time W2 Physicians

Andwise Team

1/9/24

Full-time W2 physicians, uncover strategies to maximize your tax savings. Essential tips for smarter financial planning and saving.

80/20 rule, written on small wooden cubes

The Pareto Principle

Varun Verma, MD

1/5/24

Maximize efficiency in medicine and finance with the Pareto Principle. Learn how focusing on the vital few can yield significant results.

a woman sitting at a table and completing paperwork

Overcoming FOMO in Personal Finance: Stay True to Your Financial Path

Varun Verma, MD

1/4/24

Combat FOMO in your financial life with strategies to stay focused on your goals. Essential reading for physicians seeking financial peace.

Navigating a Financial Windfall: Making the Most of a Life Insurance Payout

Tanya Frias, CFP®, ChSNC®

12/21/23

Received a life insurance payout? Learn how to wisely manage this financial windfall to secure your family's future and financial stability.

Meet the Inaugural Andwise Personal Finance Fellows

Andwise Team

12/19/23

Celebrating our first cohort of Andwise Personal Finance Fellows. Discover the impact they're making in the financial literacy of physicians.

Why Chasing Credit Card Rewards Is A Waste Of Time For Most Physicians

Varun Verma, MD

12/15/23

Rethink the pursuit of credit card rewards. Understand why it may not be the best strategy for physicians seeking financial efficiency.

Unique Financial Challenges That Physicians Face

Varun Verma, MD

12/11/23

Tackle the unique financial challenges of the medical profession. Our guide offers solutions and strategies for physicians at every career stage.

Should More Medical Schools Have A Personal Finance Curriculum?

Varun Verma, MD

11/6/23

Explore the critical need for personal finance education in medical schools. A compelling argument for preparing physicians for financial success.

The Power of Personal Finance Education: Helping Family

Varun Verma, MD

10/23/23

Empower yourself and your family with personal finance education. Discover the transformative impact of financial literacy.

Achieving Financial Success as a Dual Physician Couple

Rikki Racela, MD

10/17/23

Dual physician households face unique financial challenges. Explore tailored strategies to maximize your financial success together.

Andwise Personal Finance Fellowship Program

Andwise Team

9/15/23

Empowering medical students and residents through financial education. Apply for our fellowship program to secure your financial future.

Welcoming Tanya Frias, CFP® to Andwise

Kanav Jain

8/17/23

Switching Specialties During Residency

Varun Verma, MD

8/8/23

Considering a specialty change during residency? Navigate the process with confidence using our insights and advice.

Welcome Ishmael Williams - Marketing and Community Growth Lead

Kanav Jain

8/7/23

Meet Ishmael Williams, our new Marketing and Community Growth Lead. Learn about his vision for expanding the Andwise community.

Things To Consider About Locum Tenens Work

Varun Verma, MD

7/20/23

Explore locum tenens work with our in-depth guide. Considerations and benefits for physicians seeking flexibility and varied experience.

Unraveling the Mystery of Credit Scores: A Physician's Guide

Rikki Racela, MD

7/18/23

Demystify credit scores with our physician-centric guide. Improve your financial health with strategic insights into credit management.

Renting vs. Buying: How to Decide as a New Attending Physician

Varun Verma, MD

6/6/23

New attending physicians: unravel the renting vs. buying dilemma. Make informed housing decisions with our comprehensive guide.

Book Review: I Will Teach You To Be Rich by Ramit Sethi

Varun Verma, MD

5/5/23

Gain insights from our review of 'I Will Teach You To Be Rich' and how its principles can apply to physicians seeking financial freedom.

Career transitions and negotiations: Finding Yourself in Medicine with Dr. Erkeda DeRouen

Erkeda DeRouen, MD

5/4/23

Dr. Erkeda DeRouen shares valuable advice on navigating career transitions and negotiations in medicine. A guide to finding your path.

A diverse array of packages

A Physician's Guide to Building a Well-Diversified Portfolio

Tanya Frias, CFP®, ChSNC®

5/2/23

Discover strategies for physicians at any career stage to diversify investments and secure financial health. A must-read for smart portfolio management.

Man holding his children

Ensuring Your Family's Financial Security: How to Find the Right Term Life Insurance Coverage

Tanya Frias, CFP®, ChSNC®

5/2/23

Secure your family's future with the right term life insurance. Our guide helps physicians navigate options for optimal coverage.

Umbrella

Insuring Your Assets: A Guide to Home, Renter's, Auto Insurance and Umbrella

Tanya Frias, CFP®, ChSNC®

5/2/23

Protect your assets with the right insurance coverage. This guide for physicians covers home, renter's, auto, and umbrella insurance.

Physician managing their budget on a computer

Managing Your Cash Flow: A Comprehensive Guide to Budgeting for Physicians

Tanya Frias, CFP®, ChSNC®

5/2/23

Master your cash flow with our comprehensive budgeting guide for physicians. Essential strategies for managing finances efficiently.

Maximizing Retirement Savings: Understanding Tax-Advantaged Accounts and Employer Matches

Tanya Frias, CFP®, ChSNC®

5/2/23

Maximize your retirement savings with our guide to tax-advantaged accounts and employer matches. A must-read for established physicians.

Maximizing Your Savings: How to Find the Best High-Yield Account

Tanya Frias, CFP®, ChSNC®

5/2/23

Boost your savings with the best high-yield accounts. Our guide helps physicians choose wisely for the best financial outcomes.

Paying Off Debt: Strategies for Physicians with Student Loans, Credit Card Debt, and Other Obligations

Tanya Frias, CFP®, ChSNC®

5/2/23

Tackle your debt head-on with effective strategies for managing student loans, credit card debt, and more. A guide for physicians at any career stage.

Money Mindset for Physicians

Varun Verma, MD

4/21/23

Transform your relationship with money. Explore how a positive mindset can influence financial decisions and lead to greater wealth for physicians.

The Physician's Guide to Credentialing

Aalap Shah, MD

4/19/23

Streamline your credentialing process with our essential guide. Tips and strategies for physicians to navigate this critical step smoothly.

What Side Gigs Have Taught Me & Why I Recommend Them

Cherilyn Cecchini, MD

4/6/23

Explore the valuable lessons learned from side gigs. Insights and recommendations for physicians looking to diversify their income.

Internship Opportunities at Andwise for Premed Students in 2023

Andwise Team

4/3/23

Premed students, advance your career with an Andwise internship. Gain invaluable experience in finance and healthcare in 2023.

Celebrating National Doctors' Day - Highlighting Challenges That Physicians Face

Varun Verma, MD

3/30/23

This National Doctors' Day, we delve into the challenges physicians face and celebrate their resilience. Join us in appreciation and support.

Preparing for the Unexpected: Emergency Funds for Physicians

Varun Verma, MD

3/2/23

Ensure your financial security with an emergency fund. Learn why it's essential for physicians and how to build one effectively.

What to look out for in Physician Employment Contracts

Varun Verma, MD

2/28/23

Arm yourself with knowledge before signing your next employment contract. Key considerations for physicians to ensure fair terms.

From Side Hustle to Success: Turning Your Side Gig into a Thriving Business

Sylvie Stacy, MD

2/22/23

Physicians, turn your side hustle into a success story with our strategic guide to growing your business alongside your medical career.

A Medical Student’s First Contract: the GME Residency Agreement

Dhruvil Patel, MD

2/8/23

Learn what to expect and how to navigate your first GME residency agreement as a medical student. Essential insights for a smooth transition.

Steps to Building Wealth - A Guide for Newbies

Saima Ali, MD

2/7/23

Begin your journey to wealth with our step-by-step guide. Essential reading for medical professionals new to personal finance.

Job Contract Negotiation: Non-Salary Items to Consider

Jennifer Bepple, MD MMCi

2/2/23

Maximize your job offer by negotiating beyond salary. Learn what non-salary items you should consider to enhance your contract terms.

How I Lost $50,000 by Relying on My Financial "Advisor": Physician Money Mistakes part 2

Rikki Racela, MD

1/30/23

Learn from a physician's costly mistake with financial advisors. Get tips to avoid similar pitfalls and protect your investments.

Achieving Financial Freedom: One Physician's Algorithm

Joseph Saveika, MD MBA

1/16/23

Explore one physician's personal algorithm for achieving financial freedom, offering insights and strategies for managing finances effectively in the medical profession.

Work at Andwise - Andwise Careers

Andwise Team

1/1/23

Exploring Early Retirement as a Doctor: Advice from Fellow Physicians

Varun Verma, MD

12/26/22

Consider the possibilities of early retirement as a doctor, with advice from peers who've navigated the challenges and opportunities of stepping back early.

Short term rentals—What could go wrong?

Varun Verma, MD

12/22/22

Delve into the potential pitfalls of short-term rentals, providing physicians with a cautionary overview of what to watch out for when investing.

To Err is Human: Physician money mistakes, part 1

Varun Verma, MD

12/2/22

Reflect on common financial missteps made by physicians, offering a candid look at the lessons learned and how to avoid similar errors.

Choosing a Hospital Job: Physician Contract Mistakes to Avoid

Varun Verma, MD

11/18/22

Physician Employment Contract Analyzer

Kanav Jain

11/18/22

Choosing your first job as an attending physician

Andwise Team

11/7/22

Meet the Andwise Medical Advisory Board for 2023

Kanav Jain

11/7/22

Introducing the 2023 Andwise Medical Advisory Board. Meet the experts guiding our mission to empower physician financial well-being.

Andwise Frequently Asked Questions (FAQs)

Andwise Team

7/1/22

Andwise Privacy Policy

Andwise Team

7/1/22

Andwise Terms of Use

Andwise Team

7/1/22

Our Mission: Empowering Physicians Through Education and Decision Support Tools

Andwise Team

7/1/22

Discover Andwise's mission to empower physicians with the education and tools needed for financial success and informed decision-making.

Our Values at Andwise

Andwise Team

7/1/22

Our Vision for America's Physicians

Andwise Team

7/1/22