Tax planning for physicians header graphic

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

Tanya Frias, CFP®, ChSNC®


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

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

Tanya Frias, CFP®, ChSNC®


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

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Navigating Financial Health for Physicians: Insights from "Nudge"

Tanya Frias, CFP®, ChSNC®


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

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®


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

Wooden blocks with the letters G and P

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

Tanya Frias, CFP®, ChSNC®


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®


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

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®


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.

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®


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®


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

An individual sheltering from the rain under a red umbrella.

Guide to Disability Insurance for Physicians in 2024

Andwise Team


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

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

Tanya Frias, CFP®, ChSNC®


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

 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


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

 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


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


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

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

Tanya Frias, CFP®, ChSNC®


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

A diverse array of packages

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

Tanya Frias, CFP®, ChSNC®


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®


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


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

Tanya Frias, CFP®, ChSNC®


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®


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®


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®


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®


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.

Choosing your first job as an attending physician

Andwise Team