ER Doc Advisor

🚨 Are you unknowingly missing out on thousands in free money from your 401(k) match? 🚨

Even if you're maxing out your contributions, the way your employer structures their match could mean you're leaving money on the table—potentially $8,000+ per year.

In our latest podcast episode, we break down:
✅ How employer matches REALLY work (hint: it's more complicated than you think)
✅ Why high earners like ER docs are especially at risk of missing out
✅ The simple fix that could add hundreds of thousands to your retirement

If you're contributing to a 401(k) or 403(b), you need to hear this! 🎧👇

Money Talk For ER Docs™: Ep #226: Maxing Your 401(k) Out Early in the Year? Why That Could Be an $800K Mistake Think you’re getting your full 401(k) employer match? You may need to think again. Even if you max out your contributions every year, the way you elect to defer your paycheck could be quietly costing you thousands in free money. In this episode, we break down the hidden flaw in many employer match...

Learn the balance that works for most ER docs in a world of credit card rewards, mailed offers, referral codes, high-interest accounts, and banks of all shapes and sizes competing for your business.

Money Talk For ER Docs™: Ep #175: Critiquing An ER Doc's Wallet How do you pay for things? And what’s the thought process behind what card you pull out of your wallet? The effort you bring to this area of your spending is a precursor to living an overall better and more organized financial life. On today’s episode, we’ll discuss the balance that works for ...

Using a 529 account for retirement has never been an option… until now.

Money Talk For ER Docs™: Ep #174: Using a 529 to Supercharge Your Retirement 529 plans are typically thought of as college expense accounts. And of course, they are first and foremost, but over the years we have gradually seen the flexibility and use of 529s expand. Whether that’s using them for K-12 private schools, opening an account early in the parent’s name in antic...