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Retirement Planning

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Mastering Health Insurance: Key to Successful Retirement Planning
Retirement Planning

Mastering Health Insurance: Key to Successful Retirement Planning

Discover how health insurance plays a vital role in your retirement planning. Learn about Medicare, long-term care, and budgeting for healthcare costs.

What Faculty Talk About in Closed-Door Meetings on Physician Benefits
Retirement Planning

What Faculty Talk About in Closed-Door Meetings on Physician Benefits

How Student Debt Delays Physician Retirement: Longitudinal Data Review
Retirement Planning

How Student Debt Delays Physician Retirement: Longitudinal Data Review

No, Your House Is Not Your Retirement Plan: Physician Myths Debunked
Retirement Planning

No, Your House Is Not Your Retirement Plan: Physician Myths Debunked

When Is the Right Time for a Physician to Shift to Part-Time Work?
Retirement Planning

When Is the Right Time for a Physician to Shift to Part-Time Work?

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Late Start Physician: 10-Year Catch-Up Plan to Retire on Time
Retirement Planning

Late Start Physician: 10-Year Catch-Up Plan to Retire on Time

10-year catch-up retirement plan for late-start physicians: practical savings targets, cash-flow fixes, and investment steps to retire on time.

Is an Early Retirement From Medicine Realistic for Most Doctors?
Retirement Planning

Is an Early Retirement From Medicine Realistic for Most Doctors?

How physicians can achieve early retirement: realistic savings rates, target portfolios, and lifestyle tradeoffs to reach financial independence by 45–55.

Top Estate Planning Errors Doctors Make Before Reaching Retirement
Retirement Planning

Top Estate Planning Errors Doctors Make Before Reaching Retirement

Avoid costly estate planning mistakes doctors make before retirement: update wills, beneficiary forms, powers of attorney, and trusts to protect your family.

Inside Look: How Program Directors Think About Their Own Retirement
Retirement Planning

Inside Look: How Program Directors Think About Their Own Retirement

Inside how program directors in academic medicine delay retirement: real reasons, pension traps, and actionable planning tips for PDs and residents now.

How to Build a Written Investment Policy for Your Retirement in One Day
Retirement Planning

How to Build a Written Investment Policy for Your Retirement in One Day

Create a written retirement investment policy in one day: step-by-step template, mission, math, withdrawal rules, and editable sample language.

Estate Tax Exposure Risks for Dual Physician Households: The Stats
Retirement Planning

Estate Tax Exposure Risks for Dual Physician Households: The Stats

Planning Retirement as a Hospitalist With Variable Year-to-Year Income
Retirement Planning

Planning Retirement as a Hospitalist With Variable Year-to-Year Income

Married to a Non-Physician With Irregular Income: Coordinating Retirement
Retirement Planning

Married to a Non-Physician With Irregular Income: Coordinating Retirement

PGY-1 Budget Timeline: When and How to Start Retirement Contributions
Retirement Planning

PGY-1 Budget Timeline: When and How to Start Retirement Contributions

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Mastering Retirement Planning: Essential Savings Strategies for Physicians

Retirement Planning

Fixing a Lopsided Portfolio: Rebalancing Protocol for Busy Doctors

Retirement Planning

Five Years Before Retirement: Physician Transition-To-Exit Timeline

Retirement Planning

Retiring Too Late: Warning Signs You’re Chasing the Wrong Number

Retirement Planning

Using Mega Backdoor Roth Strategies in Hospital 403(b) Plans

Retirement Planning

What If Student Loans Eat My Entire Retirement Plan?

Retirement Planning

Mastering Retirement Planning: Combat Inflation for Financial Stability

Retirement Planning

Smart 401(k) Tips for Physicians: Mastering Retirement Planning

Retirement Planning

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Is Owning Rental Property Worth the Hassle for Retirement Planning?

Is Owning Rental Property Worth the Hassle for Retirement Planning?

Advanced Charitable Giving Tactics in a Physician Retirement Plan

Advanced Charitable Giving Tactics in a Physician Retirement Plan

How to Protect Your Retirement Plan if You Expect to Support Extended Family

How to Protect Your Retirement Plan if You Expect to Support Extended Family

How to Integrate HSAs Into a Long-Term Physician Retirement Strategy

How to Integrate HSAs Into a Long-Term Physician Retirement Strategy

Recently Matched in a High-Cost City: Adjusting Your Retirement Plan

Recently Matched in a High-Cost City: Adjusting Your Retirement Plan

Mastering Retirement Planning in Your 40s: Smart Investment Strategies

Mastering Retirement Planning in Your 40s: Smart Investment Strategies

The Unspoken Retirement Perks in Physician Employment Contracts

The Unspoken Retirement Perks in Physician Employment Contracts

Maximize Your Social Security Benefits: Expert Tips for Retirement Planning

Maximize Your Social Security Benefits: Expert Tips for Retirement Planning

The ‘I’ll Just Work Locums Forever’ Retirement Plan: Reality Check

The ‘I’ll Just Work Locums Forever’ Retirement Plan: Reality Check

I Started Saving Late: Am I Too Far Behind on Retirement as an Attending?

I Started Saving Late: Am I Too Far Behind on Retirement as an Attending?

What to Do When Your Spouse Has Zero Retirement Savings

What to Do When Your Spouse Has Zero Retirement Savings

Comparing Roth and Pre-Tax Strategies for Doctors Using Real Tax Data

Comparing Roth and Pre-Tax Strategies for Doctors Using Real Tax Data

Projected Retirement Needs by Specialty: A Data-Driven Breakdown

Projected Retirement Needs by Specialty: A Data-Driven Breakdown

Why Maxing Every Account Isn’t Always Optimal for Physician Retirement

Why Maxing Every Account Isn’t Always Optimal for Physician Retirement

What Historical Market Data Means for Physician Retirement Timelines

What Historical Market Data Means for Physician Retirement Timelines

Divorced Attending: Rebuilding Your Retirement Plan After Asset Split

Divorced Attending: Rebuilding Your Retirement Plan After Asset Split

Ten-Year Countdown: How to Tighten Your Plan Before Physician Retirement

Ten-Year Countdown: How to Tighten Your Plan Before Physician Retirement

Handling Retirement Planning When Your Partner Is Also a Physician

Handling Retirement Planning When Your Partner Is Also a Physician

How Private Practice Partners Actually Structure Retirement Buyouts

How Private Practice Partners Actually Structure Retirement Buyouts

Do Doctors Actually Need a Financial Advisor to Retire Comfortably?

Do Doctors Actually Need a Financial Advisor to Retire Comfortably?

Worried About Supporting Parents and Kids While Saving for Retirement?

Worried About Supporting Parents and Kids While Saving for Retirement?

Locums to Fully Retired: Stepwise Timeline to Gradually Scale Back

Locums to Fully Retired: Stepwise Timeline to Gradually Scale Back

Transitioning From Training to Attending: 12-Month Retirement Setup

Transitioning From Training to Attending: 12-Month Retirement Setup

The Last 24 Months Before Retiring From Practice: Detailed Checklist

The Last 24 Months Before Retiring From Practice: Detailed Checklist

Master Financial Independence: 10 Steps for Physicians' Retirement Planning

Master Financial Independence: 10 Steps for Physicians' Retirement Planning

How Cash Balance Pension Plans Work for High-Earning Physicians

How Cash Balance Pension Plans Work for High-Earning Physicians

Is a High-Paying Specialty Your Best Retirement Strategy? Data Says No

Is a High-Paying Specialty Your Best Retirement Strategy? Data Says No

International Medical Graduate: Coordinating US and Home-Country Retirement

International Medical Graduate: Coordinating US and Home-Country Retirement

How Physician Burnout Correlates With Retirement Savings Rates

How Physician Burnout Correlates With Retirement Savings Rates

Preparing for Retirement When Chronic Illness Limits Your Work Horizon

Preparing for Retirement When Chronic Illness Limits Your Work Horizon

How Savvy Attendings Use Deferred Compensation Plans Behind the Scenes

How Savvy Attendings Use Deferred Compensation Plans Behind the Scenes

How Ignoring Disability Insurance Can Derail Your Retirement Goal

How Ignoring Disability Insurance Can Derail Your Retirement Goal

How Many Retirement Accounts Should a Typical Physician Actually Have?

How Many Retirement Accounts Should a Typical Physician Actually Have?

Should I Buy Into a Practice If My Main Goal Is Early Retirement?

Should I Buy Into a Practice If My Main Goal Is Early Retirement?

Why ‘Doctors Always Retire Late’ Is More Myth Than Inevitable Fate

Why ‘Doctors Always Retire Late’ Is More Myth Than Inevitable Fate

Should I Prioritize Student Loan Payoff or Retirement Contributions First?

Should I Prioritize Student Loan Payoff or Retirement Contributions First?

What Hospital Executives Know About Physician Pensions That You Don’t

What Hospital Executives Know About Physician Pensions That You Don’t

Essential Retirement Planning Tips: Avoid These 5 Common Mistakes

Essential Retirement Planning Tips: Avoid These 5 Common Mistakes

What If I Regret Retiring Early From Medicine? Planning for Flexibility

What If I Regret Retiring Early From Medicine? Planning for Flexibility

7 Retirement Planning Mistakes Physicians Make in Their First 5 Years

7 Retirement Planning Mistakes Physicians Make in Their First 5 Years

Pre-Med to PGY-1: The Minimum Retirement Steps at Each Stage

Pre-Med to PGY-1: The Minimum Retirement Steps at Each Stage

Scared of the Stock Market? How Physicians Can Still Retire Securely

Scared of the Stock Market? How Physicians Can Still Retire Securely

Unlocking Annuities: Your Essential Guide to Retirement Income Security

Unlocking Annuities: Your Essential Guide to Retirement Income Security

Debunking the Myth That Residents Can’t Start Retirement Investing

Debunking the Myth That Residents Can’t Start Retirement Investing

The Real Story Behind Physician ‘Golden Handcuffs’ and Retirement

The Real Story Behind Physician ‘Golden Handcuffs’ and Retirement

Step-by-Step Guide to Consolidating Old 401(k)s as a Physician

Step-by-Step Guide to Consolidating Old 401(k)s as a Physician

How Do I Know If I’m on Track for Retirement at 30, 40, and 50?

How Do I Know If I’m on Track for Retirement at 30, 40, and 50?

Your First 12 Months as an Attending: Month-by-Month Retirement Plan

Your First 12 Months as an Attending: Month-by-Month Retirement Plan

Retirement Planning When You’re a Resident With Children and One Income

Retirement Planning When You’re a Resident With Children and One Income

Modeling Physician FIRE Scenarios: Safe Savings Rates by Age

Modeling Physician FIRE Scenarios: Safe Savings Rates by Age

Do Physicians Really Need a Separate Financial Planner for Retirement?

Do Physicians Really Need a Separate Financial Planner for Retirement?

Level Up Your Retirement: Gamification Strategies for Financial Success

Level Up Your Retirement: Gamification Strategies for Financial Success

Why Paying Off Loans First Can Backfire on Your Retirement Plan

Why Paying Off Loans First Can Backfire on Your Retirement Plan

Roth vs. Pre-Tax Contributions for Doctors in Different Tax Brackets

Roth vs. Pre-Tax Contributions for Doctors in Different Tax Brackets

Physician-Owned Practices: Structuring Buy-In and Buy-Out for Retirement

Physician-Owned Practices: Structuring Buy-In and Buy-Out for Retirement

The Myth of the ‘Perfect’ Retirement Age for Physicians Explained

The Myth of the ‘Perfect’ Retirement Age for Physicians Explained

How to Build a Retirement Plan When You Change Specialties Mid-Career

How to Build a Retirement Plan When You Change Specialties Mid-Career

Age 30, 40, 50, 60: Physician Milestones for Retirement Readiness

Age 30, 40, 50, 60: Physician Milestones for Retirement Readiness

Do Physicians Really Need $10 Million to Retire? The Numbers Tested

Do Physicians Really Need $10 Million to Retire? The Numbers Tested

Mastering Your Retirement: Build a Sustainable Withdrawal Strategy

Mastering Your Retirement: Build a Sustainable Withdrawal Strategy

The Hidden Fees That Slowly Erode Your Physician Retirement Portfolio

The Hidden Fees That Slowly Erode Your Physician Retirement Portfolio

Mastering Retirement Planning for Physicians: A Holistic Approach

Mastering Retirement Planning for Physicians: A Holistic Approach

Backdoor Roth IRAs for Physicians: Step-by-Step With Tax Pitfalls

Backdoor Roth IRAs for Physicians: Step-by-Step With Tax Pitfalls

Spend-Down Patterns of Retired Physicians: What the Numbers Reveal

Spend-Down Patterns of Retired Physicians: What the Numbers Reveal

The Physician’s Guide to Avoiding Bad ‘Friends and Family’ Investments

The Physician’s Guide to Avoiding Bad ‘Friends and Family’ Investments

How Academic Chairs Quietly Build Wealth While You’re a Resident

How Academic Chairs Quietly Build Wealth While You’re a Resident

Income Volatility and Retirement Risk in Procedural vs Cognitive Fields

Income Volatility and Retirement Risk in Procedural vs Cognitive Fields

What Senior Physicians Really Regret About Retirement Planning

What Senior Physicians Really Regret About Retirement Planning

Dual-Physician Couple: Coordinating Retirement Dates and Cash Flow

Dual-Physician Couple: Coordinating Retirement Dates and Cash Flow

Academic vs Private Practice: Retirement Outcomes by the Numbers

Academic vs Private Practice: Retirement Outcomes by the Numbers

The Big Tax Mistakes Young Doctors Make With Retirement Accounts

The Big Tax Mistakes Young Doctors Make With Retirement Accounts

Simple 3-Account System to Automate Your Physician Retirement Saving

Simple 3-Account System to Automate Your Physician Retirement Saving

Exactly How to Reboot Your Retirement Plan After a Divorce

Exactly How to Reboot Your Retirement Plan After a Divorce

Terrified of Making a Wrong Investment Move? A Safe Physician Framework

Terrified of Making a Wrong Investment Move? A Safe Physician Framework

Unlocking the 4% Rule: Optimize Your Retirement Planning Strategy

Unlocking the 4% Rule: Optimize Your Retirement Planning Strategy

What If I Can’t Ever Retire as a Doctor? Reality Check and Next Steps

What If I Can’t Ever Retire as a Doctor? Reality Check and Next Steps

Integrating Real Estate Investments Into Your Physician Retirement Design

Integrating Real Estate Investments Into Your Physician Retirement Design

Does Owning a Practice Guarantee a Better Retirement? Not Always

Does Owning a Practice Guarantee a Better Retirement? Not Always

How to Prioritize Student Loans vs. Investing for Retirement as a Resident

How to Prioritize Student Loans vs. Investing for Retirement as a Resident

Planning Retirement After Switching From W-2 to 1099 Locums Work

Planning Retirement After Switching From W-2 to 1099 Locums Work

Afraid One Income Isn’t Enough: Retirement Planning in Single-Physician Homes

Afraid One Income Isn’t Enough: Retirement Planning in Single-Physician Homes

Constantly Afraid of Running Out of Money in Retirement? Read This

Constantly Afraid of Running Out of Money in Retirement? Read This

Tax-Efficient Asset Location for Physician Retirement Portfolios

Tax-Efficient Asset Location for Physician Retirement Portfolios

Designing a Glide Path: Adjusting Risk as Physicians Approach Retirement

Designing a Glide Path: Adjusting Risk as Physicians Approach Retirement

Common Lifestyle Inflation Traps That Destroy Physician Retirement

Common Lifestyle Inflation Traps That Destroy Physician Retirement

Why Many Doctors Misjudge How Much They Actually Need to Retire

Why Many Doctors Misjudge How Much They Actually Need to Retire

How Much Should I Save for Retirement as a Resident vs Attending?

How Much Should I Save for Retirement as a Resident vs Attending?

Why Many Attendings Work Past 65: The Hidden Financial Traps

Why Many Attendings Work Past 65: The Hidden Financial Traps

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