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    Financial education

    50 articles, 2022–2024.

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

      Tanya Frias, CFP®, ChSNC® · Book notes

      StudentsResidentsEarly careerMid career
    2. Ten Common Money Decisions for Physicians, and What Each One Changes

      Andwise Team · Explainer

      StudentsResidentsEarly careerMid career
    3. How Financial Pitches Target Physicians, and How to Weigh Them

      Kanav Jain · Explainer

      StudentsResidentsEarly careerMid career
    4. From Debt to Wealth: A Financial Plan Across a Physician's Career

      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. What I'd Do Differently With Money: One Physician's Account, Part 2

      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 First Guide

      Saima Ali, MD · Explainer

      Early careerMid career
    46. How I Lost $50,000 by Relying on My Financial "Advisor"

      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: What I'd Do Differently With Money, Part 1

      Varun Verma, MD · Perspective

      Early careerMid career

    This is not a substitute for the advice of an attorney. Andwise is not affiliated with or endorsed by the U.S. Department of Education or any lender or loan servicer.