Investing
The Optometrist’s Guide to Retirement: Chapter 2 How Much Do I Need + Advice/Tips
The Optometrist’ Guide to Retirement Planning Chapter 2: How Much Do I Need? And Other Advice/Tips Chapter 1: Introduction and Financial GoalsChapter 2: How Much do I need and other Advice/TipsChapter 3: Which Retirements accounts are Right for you?Chapter 4: How to Build Wealth and Invest Long term? Now that you have a basic game…
Read MoreThe Optometrist’s Guide to Retirement: Chapter 1 Introduction and Financial Goals
The Optometrist’ Guide to Retirement Planning Chapter 1: Introduction and Financial Goals: Where to Begin? Chapter 1: Introduction and Financial GoalsChapter 2: How Much do I need and other Advice/TipsChapter 3: Which Retirements accounts are Right for you?Chapter 4: How to Build Wealth and Invest Long term? Update for 2024 Tax Laws: Retirement can be…
Read MoreDollar Cost Averaging
Wealth building is a process that comes in many forms. Many agree that there are three major steps to wealth building: Eliminating Debt Saving Money & Acquiring Assets Allowing Assets to Grow If we were to equate wealth building to painting a picture, Step 1 would be our blank slate, Step 2 our paint brush…
Read MoreResidential Real Estate Investing with Dr. Julie Phan
In this episode, Dr. Julie Phan, a private practice owner and new mom, gives us an overview of real estate investing and insight into her successful real estate investing career. Related Articles What Should I Do First? A Complete Step-By-Step Guide For Optometrists 2024 Optometrist Income Report Annual Report 2023: In Review, and a Look…
Read MoreHealth Savings Account (HSA)
What is a Health Saving Account (HSA) aka “Stealth IRA”? Alright, let’s chat about the Ninja in the Room (Haha, I crack myself up) which is the Health Saving Account (HSA). If you are enrolled in a high-deductible health insurance plan, you can open an HSA either outside or via your employer. For 2019, the…
Read More7 Reason why Indexed Universal/Whole Life Insurance Suck
During the lifetime of ODs on Finance, we have received quite a few messages from doctors, family and friends about Indexed Universal Life Insurance (IULs). IULs are promoted to mimic the Index SP 500 return. They are basically Whole/University/Variable insurance in disguise and present a variety of unneeded complications. Don’t fall for them! An important…
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