Joining a private practice is exciting, but the financials can be confusing. Learn what to ask to ensure a smooth transition. Get financially empowered! Visit adviceresidency.com for financial guidance tailored for new doctors. #newdoctor #privatepractice #financialplanning

Do these (free or inexpensive) things to advocate for your own personal financial interests: Listen to Chad Chubb, CFP®, TPCP®, CSLP® and I on the PhysicianCents podcast 2x per month. We discuss every aspect of PF relevant to docs. Guests specializing in insurance, law and taxes are coming up

Building a Practice with New Partners? Communication is key! Talk to your new partners about tax withholding strategies for a smooth financial start. Learn more adviceresidency.com #physicianfinance #practicemanagement #taxwithholding #newpartners #medicalpractice #doctors

Older partners' focus on retirement can impact your growth. Learn strategies for a smoother transition! #medicalpractice #partnership #physicianpartnership #youngdoctor #retirementplanning #healthcarebusiness

Senior residents offer invaluable insights on resident taxes & retirement plans. Gain a head start on your financial future! #physicianfinance #taxwithholding #retirementplanning #residents #medicalresidency

#MedTwitter: Fellowship or Finances? Prioritize Passion! Fellowships offer advancement, but happiness comes from fulfillment. Pursue the path YOU love! #fellowship #medicalcareer #physicianwellbeing

Fellowships can lead to higher income, but there's a delay. Weigh starting salary vs. long-term earning potential. #fellowship #doctorlife

Residents: Don't let work define your life! Align your career with your financial goals - travel, family, homeownership, etc. Live the life you want! #financialfreedom #residentfinance #financialplanning #lifestyleplanning #careergoals #residents #medicalresidency

Physician partnerships offer flexibility, but K-1s are crucial. Learn what they mean for your taxes! Plan for a secure financial future! #physicianfinance #k1taxform #partnerships #taxplanning #financialplanning #residents #medicalpractice

#ResidentFinance Tip: Don't just chase fellowship prestige! Consider the salary impact. Plan your career path wisely. #fellowship #residentfinance #attendingsalary #careerplanning #medicalresidency #physicianfinance

Residents: Fellowship = Career Advantage, but $$$ loss? Calculate true cost - lost attending salary, taxes, retirement. #fellowshiplife #residentfinance #financialplanning #careergoals #fellowship #residents #medicalresidency

Residents: Don't let finances be the deciding factor! Choose a fellowship that aligns with your career goals and personal values. Invest in your future! #residentfinance #fellowship #careerplanning #values #residents #medicalresidency

Matt Fizell, CFP® @ElliottMAppel The @adviceresidency webinars have been “enough” for the short term. So I’ll probably stick with that.

This is what the semi-annual @adviceresidency webinars are for!! 1️⃣ Right after Match Week for graduating med students. (March 2024 recording on our YouTube page.) Cost: free 2️⃣ In the late fall (next one is October 27 from 1-6pm EST) for graduating trainees. Cost: $20

The entire @adviceresidency video course will soon be available on the Physician Cents site, free of cost! Doctors being appropriately equipped to advocate for their own path to financial success is within range. We love to support this ideal!

Making @adviceresidency education courses readily available for you all. Head over to the PhysicianCents site now and start your own learning journey!

🔔 Physicians - what you need to know about student loans 🔔 PSLF is not at risk. 20/25 year IDR forgiveness might be gone for new borrowers. IBR is not at risk. SAVE will be gone. PAYE and ICR might be gone. Parent PLUS and Grad PLUS loans might be gone. Subsidy for

At Olson FP we help docs build and then maintain their financial plan. Building takes a couple of months. Then clients rotate into our quarterly review process. 1️⃣ Goals progress action items/risk management review/estate planning 2️⃣ Tax return review/action items for

I bought my first stocks at 13, became a financial planner at 22, and lived through two major crashes. Here’s what 25+ years of investing (and 19 years of advising) has taught me - and what I bring to every client portfolio:

🚀 Big changes at OlsonFP - we’ve revamped our project services lineup to better fit your stage of life and career in medicine. Whether you’re in training, an attending, or running your own practice, there’s a path for you. Here’s the breakdown of our project-based services👇