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The White Coat Wealth Blog
Financial Planning for Doctors: What You Need to Know (But Never Learned in Med School)
The White Coat Wealth Blog
Financial Planning for Doctors: What You Need to Know (But Never Learned in Med School)
The White Coat Wealth Blog
Financial Planning for Doctors: What You Need to Know (But Never Learned in Med School)


Smart Financial Moves to Make Before the Year Ends
As the year draws to a close, many of us find ourselves reflecting on what we’ve accomplished, what surprised us, and what we hope to change in the 2026 year ahead. The holiday season may bring busy schedules and festive distractions, but it also offers one of the best opportunities to reset, prepare, and enter the new year with clarity and confidence. Whether you’ve hit your financial goals or felt pulled off track, the final weeks of the year are a natural time to regroup a
Jordan Robertson
4 days ago7 min read


Year-End Rebalancing For Physicians: How To Check Your Risk, Cut Taxes, And Prep For 2026
The last quarter of the year is a natural checkpoint for your financial plan. Markets move, interest rates change, goals evolve, and so on . If you haven’t reviewed your portfolio lately, there is a good chance your mix of stocks, bonds, and cash has fluctuated. That drift can quietly raise or lower your risk without you even noticing. A thoughtful year-end rebalance brings your allocation back in line and can improve tax efficiency heading into 2026. This guide from YPP give
Jordan Robertson
Oct 226 min read


10 Side Hustles for Medical Professionals: Easy Gigs with Big Results
Between clinic blocks, calls, and CME, your time is priceless. That’s why the best side hustles for medical professionals are flexible, low-friction to start, and clear about the trade-offs. Below, we break down popular options – from Walmart Spark and Uber Eats to telemedicine and moonlighting – so you can pick a lane that actually fits your schedule, energy, and income goals. A Quick Chart: What Pays, How Flexible, + What to Watch Side hustle Typical gross pay Flexibil
Jordan Robertson
Oct 2110 min read


The True Cost of Saying “I Do”: Financial Planning for Weddings
Weddings are a magical time – they’re milestones, celebrations, festivities, memories. But behind the roses, “I do,” and champagne,...
Jordan Robertson
Oct 16 min read


Why AI Can’t Replace Active Financial Planning for Doctors
Artificial intelligence (AI) has made its way into nearly every industry, and financial services are no exception. From robo-advisors to automated stock pickers, AI tools promise quick answers and low fees. It’s no surprise many doctors are asking: “Could AI replace a financial planner?” The short answer: no. While AI can crunch numbers and track trends, it lacks the nuance, adaptability, and real-world judgment required to guide physicians through their financial lives. At
Jordan Robertson
Sep 114 min read


The Biggest Money Mistakes Physicians Make (and How to Avoid Them)
As physicians, you’ve mastered medicine, but money can be just as complex. Between mounting student loans , lifestyle upgrades, and limited time for planning, even high earners can fall into costly traps. Let’s unpack the top five financial mistakes physicians make and powerful strategies to avoid them, so you can focus on what you do best: practicing medicine. (Psst… if you'd like a deep dive on building a solid financial foundation as a high-earning physician, check out o
Jordan Robertson
Sep 25 min read


College Funding in 2025-26: OBBBA Loan Changes
Paying for college is never simple, and for physicians, it’s often one of the largest financial commitments you’ll make before...
Jordan Robertson
Aug 214 min read


Financial Planning Tips for Doctors Who Moonlight
Moonlighting, or taking on additional medical or non‑medical work alongside one’s primary clinical job, is increasingly common among...
Jordan Robertson
Aug 186 min read


Roth IRA vs. 403(b) for Doctors: What’s Best for Your Specialty?
When it comes to financial planning for doctors, choosing between a Roth IRA and a 403(b) can feel confusing; we get it. Both offer tax...
Jordan Robertson
Aug 65 min read


Moonlighting Doctors: Smart Financial Planning Tips
A guide for physicians balancing extra income with long-term financial success. Moonlighting, whether in urgent care, telemedicine, or...
Jordan Robertson
Jul 316 min read


The Biggest Money Mistakes Physicians Make (and How to Avoid Them)
As physicians, you’ve mastered medicine, but money can be just as complex. Between mounting student loans , lifestyle upgrades, and limited time for planning, even high earners can fall into costly traps. Let’s unpack the top five financial mistakes physicians make and powerful strategies to avoid them, so you can focus on what you do best: practicing medicine. (Psst… if you'd like a deep dive on building a solid financial foundation as a high-earning physician, check out o
Jordan Robertson
Sep 25 min read


How Physicians Can Maximize Passive Income With the 2025 OBBBA Update
Increasingly, physicians are exploring passive income as a means to achieve financial flexibility. But real estate – often seen as the...
Jordan Robertson
Jul 234 min read
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