Financial Planning Simplified for Physicians: Harnessing "The Index Card" Approach
Tanya Frias, CFP®, ChSNC®
5/24/24
Andwise shares "The Index Card" principles to help physicians achieve financial well-being with tips on debt repayment, investing, and budgeting.
Transitioning to Part-Time Work: Guide for Physicians
Ishmael Williams (Andwise Team)
5/22/24
Transitioning to part-time work can be a strategic response to growing physician burnout.
Independent Practice Right Out of Residency: A Calculated Leap or a Risky Venture
Ishmael Williams (Andwise Team)
5/21/24
Understanding both the advantages and potential pitfalls of independent practice directly after residency is crucial before taking the leap
From Debt to Wealth: The Financial Turnaround Plan for Physicians
Andwise Team
5/20/24
The combination of medical student loans, delayed earnings, and professional expenses can make it difficult to build wealth.
Next Steps for Unmatched Medical Graduates with Student Loans
Andwise Team
5/19/24
This guide equips you with a roadmap to navigate this transitional phase and explore successful career paths that align with your skills and interests.
Mastering Tax Planning: A Year-Round Guide for Employed Physicians
Tanya Frias, CFP®, ChSNC®
5/19/24
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®
5/17/24
With Andwise, explore how "Predictably Irrational" sheds light on irrational financial decisions among physicians, offering strategies to navigate biases effectively.
Navigating Financial Health for Physicians: Insights from "Nudge"
Tanya Frias, CFP®, ChSNC®
5/10/24
Discover how 'Nudge' can optimize financial strategies for physicians. Learn key tips with Andwise to manage finances efficiently and effectively.
Bridging Financial Wisdom: Applying "Rich Dad Poor Dad" Principles to the Medical Profession
Tanya Frias, CFP®, ChSNC®
5/3/24
Discover how Andwise applies 'Rich Dad Poor Dad' principles to empower physicians financially. Learn strategies for wealth accumulation and professional fulfillment.
Closing the ‘Behavior Gap’: Financial Strategies for Physicians from Carl Richards' Insights
Tanya Frias, CFP®, ChSNC®
4/26/24
Discover how Andwise guides physicians through the behavior gap, empowering financial security amidst market turmoil and professional pressures.
Strategic Wealth-Building for Physicians: "The Millionaire Next Door" by Thomas J. Stanley and William D. Danko
Tanya Frias, CFP®, ChSNC®
4/19/24
Unlock wealth-building strategies for physicians inspired by "The Millionaire Next Door." Learn how Andwise supports smart financial decisions for medical professionals.
Investing Simplified: How Physicians Can Use "A Random Walk Down Wall Street" to Their Advantage
Tanya Frias, CFP®, ChSNC®
4/12/24
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.
Mastering Personal Finance with "Your Money or Your Life"
Tanya Frias, CFP®, ChSNC®
4/5/24
Andwise review: "Your Money, Your Life" offers physicians strategies for financial independence, value-based spending, and aligning money with life goals.
Supporting Physicians Through Career Transitions: A Comprehensive Guide for Advisors
Tanya Frias, CFP®, ChSNC®
4/3/24
Guidance for advisors on helping physicians navigate career changes, addressing burnout, job dissatisfaction, and exploring alternative careers in medicine.
Guide to Disability Insurance for Physicians in 2024
Andwise Team
3/18/24
Empower early-career physicians with community-driven loud budgeting for financial wellness.
Loud Budgeting for Early-Career Physicians: Building Financial Wellness Together
Tanya Frias, CFP®, ChSNC®
3/18/24
Discover 'loud budgeting' for early-career physicians: a supportive community approach for financial wellness.
A Guide for Physician Spouses and Partners: Navigating the Financial and Legal Labyrinth
Kanav Jain
2/23/24
Being a physician's spouse/partner comes with unique financial & legal challenges. Navigate the complexities with Andwise's guide.
What Doctors Are Using for Budgeting and Net Worth Tracking
Andwise Team
1/12/24
Discover the tools and techniques doctors prefer for budgeting and tracking net worth. Practical advice for managing personal finances.
Maximizing Tax Savings for Full-Time W2 Physicians
Andwise Team
1/9/24
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®
12/21/23
Received a life insurance payout? Learn how to wisely manage this financial windfall to secure your family's future and financial stability.
A Physician's Guide to Building a Well-Diversified Portfolio
Tanya Frias, CFP®, ChSNC®
5/2/23
Discover strategies for physicians at any career stage to diversify investments and secure financial health. A must-read for smart portfolio management.
Ensuring Your Family's Financial Security: How to Find the Right Term Life Insurance Coverage
Tanya Frias, CFP®, ChSNC®
5/2/23
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®
5/2/23
Protect your assets with the right insurance coverage. This guide for physicians covers home, renter's, auto, and umbrella insurance.
Managing Your Cash Flow: A Comprehensive Guide to Budgeting for Physicians
Tanya Frias, CFP®, ChSNC®
5/2/23
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®
5/2/23
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®
5/2/23
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®
5/2/23
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
11/7/22