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    114 articles by physicians, a certified financial planner and an attorney. Filter by career stage or topic.

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    114 articles

    Money 50

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

      Tanya Frias, CFP®, ChSNC® · Book notes

      StudentsResidentsEarly careerMid career
    2. 10 Financial Traps Every Doctor Falls Into – And How to Avoid Them

      Andwise Team · Explainer

      StudentsResidentsEarly careerMid career
    3. Shield Your Finances: How Physicians Can Avoid Common Financial Pitfalls

      Kanav Jain · Explainer

      StudentsResidentsEarly careerMid career
    4. From Debt to Wealth: The Financial Turnaround Plan for Physicians

      Andwise Team · Explainer

      StudentsResidentsEarly careerMid career
    5. Mastering Tax Planning: A Year-Round Guide for Employed Physicians

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    6. Next Steps for Unmatched Medical Graduates with Student Loans

      Andwise Team · Explainer

      Students
    7. Mastering Financial Wellness for Physicians: Lessons from "Predictably Irrational"

      Tanya Frias, CFP®, ChSNC® · Book notes

      ResidentsEarly careerMid career
    8. Navigating Financial Health for Physicians: Insights from "Nudge"

      Tanya Frias, CFP®, ChSNC® · Book notes

      ResidentsEarly careerMid career
    9. Bridging Financial Wisdom: Applying "Rich Dad Poor Dad" Principles to the Medical Profession

      Tanya Frias, CFP®, ChSNC® · Book notes

      StudentsResidentsEarly careerMid career
    10. Closing the ‘Behavior Gap’: Financial Strategies for Physicians from Carl Richards' Insights

      Tanya Frias, CFP®, ChSNC® · Book notes

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

      Tanya Frias, CFP®, ChSNC® · Book notes

      StudentsResidentsEarly careerMid career
    12. Investing Simplified: How Physicians Can Use "A Random Walk Down Wall Street" to Their Advantage

      Tanya Frias, CFP®, ChSNC® · Book notes

      ResidentsEarly careerMid career
    13. Mastering Personal Finance with "Your Money or Your Life"

      Tanya Frias, CFP®, ChSNC® · Book notes

      ResidentsEarly careerMid career
    14. The Importance of Simplifying Your Financial Accounts

      Varun Verma, MD · Perspective

      StudentsResidentsEarly careerMid career
    15. Guide to Disability Insurance for Physicians in 2024

      Andwise Team · Explainer

      ResidentsEarly careerMid career
    16. Loud Budgeting for Early-Career Physicians: Building Financial Wellness Together

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    17. A Guide for Physician Spouses and Partners: Navigating the Financial and Legal Labyrinth

      Kanav Jain · Explainer

      ResidentsEarly careerMid career
    18. Conquering Student Debt: Insights from a PGY-1

      Dhruvil Patel, MD · Perspective

      StudentsResidents
    19. What Do Physicians Need to Know about Modern Portfolio Theory?

      Varun Verma, MD · Explainer

      ResidentsEarly careerMid career
    20. Physicians: Guarding Your Finances Against Tax Scams

      Andwise Team · Explainer

      ResidentsEarly careerMid career
    21. Physician Money Mistakes Part 2: My Journey to Avoiding Financial Pitfalls

      Varun Verma, MD · Perspective

      Early careerMid career
    22. What Doctors Are Using for Budgeting and Net Worth Tracking

      Andwise Team · Explainer

      StudentsResidentsEarly careerMid career
    23. Maximizing Tax Savings for Full-Time W2 Physicians

      Andwise Team · Explainer

      Early careerMid career
    24. The Pareto Principle

      Varun Verma, MD · Explainer

      StudentsResidentsEarly careerMid career
    25. Overcoming FOMO in Personal Finance: Stay True to Your Financial Path

      Varun Verma, MD · Perspective

      StudentsResidentsEarly careerMid career
    26. Navigating a Financial Windfall: Making the Most of a Life Insurance Payout

      Tanya Frias, CFP®, ChSNC® · Explainer

      Mid career
    27. Why Chasing Credit Card Rewards Is A Waste Of Time For Most Physicians

      Varun Verma, MD · Perspective

      StudentsResidentsEarly careerMid career
    28. Unique Financial Challenges That Physicians Face

      Varun Verma, MD · Explainer

      StudentsResidentsEarly careerMid career
    29. The Power of Personal Finance Education: Helping Family

      Varun Verma, MD · Perspective

      StudentsResidentsEarly careerMid career
    30. Achieving Financial Success as a Dual Physician Couple

      Rikki Racela, MD · Perspective

      ResidentsEarly careerMid career
    31. Unraveling the Mystery of Credit Scores: A Physician's Guide

      Rikki Racela, MD · Explainer

      ResidentsEarly careerMid career
    32. Renting vs. Buying: How to Decide as a New Attending Physician

      Varun Verma, MD · Explainer

      ResidentsEarly careerMid career
    33. Book Review: I Will Teach You To Be Rich by Ramit Sethi

      Varun Verma, MD · Book notes

      StudentsResidentsEarly careerMid career
    34. Ensuring Your Family's Financial Security: How to Find the Right Term Life Insurance Coverage

      Tanya Frias, CFP®, ChSNC® · Explainer

      Early careerMid career
    35. Insuring Your Assets: A Guide to Home, Renter's, Auto Insurance and Umbrella

      Tanya Frias, CFP®, ChSNC® · Explainer

      Early careerMid career
    36. A Physician's Guide to Building a Well-Diversified Portfolio

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    37. Managing Your Cash Flow: A Comprehensive Guide to Budgeting for Physicians

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    38. Maximizing Retirement Savings: Understanding Tax-Advantaged Accounts and Employer Matches

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    39. Maximizing Your Savings: How to Find the Best High-Yield Account

      Tanya Frias, CFP®, ChSNC® · Explainer

      Early careerMid career
    40. Paying Off Debt: Strategies for Physicians with Student Loans, Credit Card Debt, and Other Obligations

      Tanya Frias, CFP®, ChSNC® · Explainer

      ResidentsEarly careerMid career
    41. Money Mindset for Physicians

      Varun Verma, MD · Perspective

      StudentsResidentsEarly careerMid career
    42. What Side Gigs Have Taught Me & Why I Recommend Them

      Cherilyn Cecchini, MD · Perspective

      ResidentsEarly careerMid career
    43. Preparing for the Unexpected: Emergency Funds for Physicians

      Varun Verma, MD · Explainer

      StudentsResidentsEarly careerMid career
    44. From Side Hustle to Success: Turning Your Side Gig into a Thriving Business

      Sylvie Stacy, MD · Explainer

      Early careerMid career
    45. Steps to Building Wealth - A Guide for Newbies

      Saima Ali, MD · Explainer

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

      Rikki Racela, MD · Perspective

      ResidentsEarly careerMid career
    47. Achieving Financial Freedom: One Physician's Algorithm

      Joseph Saveika, MD MBA · Perspective

      Early careerMid career
    48. Exploring Early Retirement as a Doctor: Advice from Fellow Physicians

      Varun Verma, MD · Explainer

      Early careerMid careerLate career
    49. Short term rentals—What could go wrong?

      Varun Verma, MD · Explainer

      Mid career
    50. To Err is Human: Physician money mistakes, part 1

      Varun Verma, MD · Perspective

      Early careerMid career
    1. Resident Unionization: Labor Rights, Due Process, and GME Contracts

      Andwise Team · Explainer

      StudentsResidentsEarly career
    2. Workplace Discrimination: What You Can Do if You've Been Unfairly Targeted

      Chuck Kable, JD · Explainer

      StudentsResidentsEarly careerMid career
    3. Securing Parental Leave: A Comprehensive Guide for Physician Parents

      Chuck Kable, JD · Explainer

      ResidentsEarly careerMid career
    4. 7 Hidden Pitfalls in Physician Employment Contracts: How to Spot and Avoid Them

      Chuck Kable, JD · Explainer

      Early careerMid career
    5. Navigating Telehealth Across State Lines: A Comprehensive Guide for MDs & DOs

      Chuck Kable, JD · Explainer

      Early careerMid career
    6. Physician Side Hustles: A Practical Guide to Legal Compliance

      Chuck Kable, JD · Explainer

      ResidentsEarly careerMid career
    7. Surgeon Contract Regrets: Top 8 Pitfalls and How to Navigate Them

      Chuck Kable, JD · Explainer

      Early careerMid career
    8. Whistleblowing as a Medical Resident: Protecting Patients

      Chuck Kable, JD · Explainer

      Residents
    9. What to look out for in Physician Employment Contracts

      Varun Verma, MD · Explainer

      ResidentsEarly careerMid career
    10. A Medical Student’s First Contract: the GME Residency Agreement

      Dhruvil Patel, MD · Explainer

      StudentsResidentsEarly career

    Career 26

    1. Resilience: A Dirty Word in the Medical Profession

      Kanav Jain · Perspective

      StudentsResidentsEarly careerMid career
    2. Transitioning to Part-Time Work: Guide for Physicians

      Ishmael Williams (Andwise Team) · Explainer

      Mid careerLate career
    3. Independent Practice Right Out of Residency: A Calculated Leap or a Risky Venture

      Ishmael Williams (Andwise Team) · Explainer

      ResidentsEarly careerMid career
    4. Rediscovering the Passion: Why Physicians Deserve Financial Literacy Resources

      Kanav Jain · Perspective

      StudentsResidentsEarly careerMid career
    5. Understanding Your Leverage as a New Attending

      Chuck Kable, JD · Explainer

      ResidentsEarly career
    6. The Power of "No": Setting Boundaries and Asserting Your Rights in the Workplace

      Chuck Kable, JD · Perspective

      ResidentsEarly careerMid career
    7. Real Wellness for Physicians: Beyond Token Gestures to Genuine Support

      Kanav Jain · Perspective

      Early careerMid career
    8. Renegotiate Your Success: A Hospitalist's Guide to Contract Optimization

      Chuck Kable, JD · Explainer

      Early careerMid career
    9. Strategic Reframing: Negotiation Techniques for Physicians

      Chuck Kable, JD · Explainer

      ResidentsEarly careerMid career
    10. Supporting Physicians Through Career Transitions: A Comprehensive Guide for Advisors

      Tanya Frias, CFP®, ChSNC® · Explainer

      Mid career
    11. Gearing up for Residency: Essential Tips for a Smooth Transition

      Dhruvil Patel, MD · Explainer

      StudentsResidents
    12. The Match Doesn't Define You

      Varun Verma, MD · Perspective

      StudentsResidents
    13. Transitioning to a New Specialty after Residency: A Comprehensive Guide

      Varun Verma, MD · Explainer

      Early careerMid career
    14. Returning To Work After Parental Leave

      Varun Verma, MD · Explainer

      ResidentsEarly careerMid career
    15. Celebrating Women in Medicine: Their Journey to Financial Freedom with Andwise

      Andwise Team · Perspective

      StudentsResidentsEarly careerMid career
    16. Exploring New Opportunities As Physician

      Varun Verma, MD · Perspective

      Early careerMid career
    17. Preventing Burnout As a Hospitalist

      Varun Verma, MD · Explainer

      Early careerMid career
    18. Should More Medical Schools Have A Personal Finance Curriculum?

      Varun Verma, MD · Perspective

      Students
    19. Switching Specialties During Residency

      Varun Verma, MD · Explainer

      StudentsResidentsEarly career
    20. Things To Consider About Locum Tenens Work

      Varun Verma, MD · Explainer

      Early careerMid careerLate career
    21. Career transitions and negotiations: Finding Yourself in Medicine with Dr. Erkeda DeRouen

      Erkeda DeRouen, MD · Interview

      Early careerMid career
    22. The Physician's Guide to Credentialing

      Aalap Shah, MD · Explainer

      ResidentsEarly careerMid career
    23. Celebrating National Doctors' Day - Highlighting Challenges That Physicians Face

      Varun Verma, MD · Perspective

      ResidentsEarly careerMid career
    24. Job Contract Negotiation: Non-Salary Items to Consider

      Jennifer Bepple, MD MMCi · Explainer

      ResidentsEarly careerMid career
    25. Choosing a Hospital Job: Physician Contract Mistakes to Avoid

      Varun Verma, MD · Explainer

      Early careerMid career
    26. Choosing your first job as an attending physician

      Andwise Team · Explainer

      ResidentsEarly career

    Andwise 28

    1. New Physician? Avoid Financial Advisor Spam with Andwise's Trusted Resources

      Kanav Jain · Andwise

      StudentsResidents
    2. Andwise: Redefining Healthcare from the Inside Out

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    3. Empowering Physicians Through Financial Literacy: A Commitment to Equity

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    4. Why Andwise's Free Contract Analyzer is a Game-Changer for Physicians

      Kanav Jain · Andwise

      ResidentsEarly careerMid career
    5. Navigating Physician Employment Legalese with Ease on Andwise

      Kanav Jain · Andwise

      ResidentsEarly careerMid career
    6. Undeterred by DEI Challenges: Andwise Champions a More Equitable Future in Healthcare

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    7. Resident-first: our approach to building for physicians

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    8. Empowering First-Generation Medical Graduates with Andwise

      Kanav Jain · Andwise

      StudentsResidentsEarly career
    9. Book an Andwise Talk: Empower Your Medical Community with Financial Literacy

      Kanav Jain · Andwise

      StudentsResidentsEarly career
    10. Andwise Launches Financial and Legal Educational Sessions for Physicians

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    11. Physician Financial Freedom: Charting Your Course with Andwise

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    12. Andwise Welcomes Chuck Kable: Strengthening Our Commitment to Physician Empowerment

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    13. Integrating Essential Financial Literacy into Residency Programs

      Kanav Jain · Andwise

      ResidentsEarly careerMid career
    14. How Medical Associations Are Strengthening Financial and Legal Literacy

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    15. Building Financial Security: Andwise vs. Passive Income MD

      Andwise Team · Andwise

      StudentsResidentsEarly careerMid career
    16. Finding the Right Fit: Andwise vs. White Coat Investor for Physicians

      Andwise Team · Andwise

      StudentsResidentsEarly careerMid career
    17. Navigating Financial Freedom: Andwise vs. Physician on FIRE

      Andwise Team · Andwise

      StudentsResidentsEarly careerMid career
    18. Seeking Financial Guidance as a Physician: Andwise vs. Prudent Plastic Surgeon

      Andwise Team · Andwise

      StudentsResidentsEarly careerMid career
    19. Andwise: Empowering Financial Well-being for Physicians

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    20. Meet the Inaugural Andwise Personal Finance Fellows

      Andwise Team · Andwise

      StudentsResidents
    21. Andwise Personal Finance Fellowship Program

      Andwise Team · Andwise

      StudentsResidents
    22. Welcoming Tanya Frias, CFP® to Andwise

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    23. Welcome Ishmael Williams - Marketing and Community Growth Lead

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    24. Internship Opportunities at Andwise for Premed Students in 2023

      Andwise Team · Andwise

      Students
    25. Meet the Andwise Medical Advisory Board for 2023

      Kanav Jain · Andwise

      StudentsResidentsEarly careerMid career
    26. Our Mission: Empowering Physicians Through Education and Decision Support Tools

      Andwise Team

      StudentsResidentsEarly careerMid career
    27. Our Values at Andwise

      Andwise Team

      StudentsResidentsEarly careerMid career
    28. Our Vision for America's Physicians

      Andwise Team

      StudentsResidentsEarly careerMid career