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Whether you're a few years out or already setting the wheels in motion, this checklist is designed to help doctors like you navigate the financial, professional, and emotional aspects of stepping away from practice.

Dentistry is outrageously rewarding, but we're no strangers to the pressures and challenges that can lead to burnout (a topic I talked about in my previous post). Between managing busy schedules, addressing patient anxieties, and staying updated with evolving techniques, it's easy to forget about yourself in the process.

A longtime partner and client of Earned, Dr. Frey initially took a DIY approach to investing. But as his financial needs grew more complex, he turned to Earned for additional financial guidance. Now, as a guest contributor and webinar speaker, he shares his journey and strategies to help fellow doctors achieve financial empowerment.

As a doctor, you intuitively understand the concept of investing: After all, medical school is one of the biggest investments there is. So, when it comes to saving for retirement, many doctors are ahead of the game and start maxing out their 401(k) contributions as soon as possible.

New York, NY – April 21, 2025 – Earned Wealth, a leading tech-enabled financial services firm created specifically for doctors, their families, and their practices, today announced the acquisition of Chahal & Associates, a premier tax and accounting firm based in Hercules, California with a strong client base of ~2,200 doctors, business owners and high-net-worth professionals. This strategic move strengthens Earned’s position as the preferred acquirer for accounting, tax, registered investment advisors (RIAs) and insurance firms looking to scale through integration into the most comprehensive, doctor-focused financial ecosystem.

Diversification is a cornerstone of smart investing — but does that mean you should diversify your financial advisors, too? The short answer is no. While spreading your investments across asset classes and markets is a proven strategy, fragmenting your financial guidance can actually do more harm than good. Consolidating your investment accounts with one competent financial advisor offers clarity, efficiency, and better outcomes. Here’s why.

A longtime partner and client of Earned, Dr. Frey initially took a DIY approach to investing. But as his financial needs grew more complex, he turned to Earned for additional financial guidance. Now, as a guest contributor and webinar speaker, he shares his journey and strategies to help fellow doctors achieve financial empowerment.

A longtime partner and client of Earned, Dr. Frey initially took a DIY approach to investing. But as his financial needs grew more complex, he turned to Earned for additional financial guidance. Now, as a guest contributor and webinar speaker, he shares his journey and strategies to help fellow doctors achieve financial empowerment.

As dental professionals, we take pride in providing high-quality care to our patients. Our work requires precision, compassion, and unwavering focus. But the demands of the job can also take a toll and potentially lead to burnout — a state of emotional, physical, and mental exhaustion caused by prolonged, intense stress. Left unaddressed, burnout can impact not only our own well-being but also our ability to provide the best care for our patients. Recognizing the signs and taking proactive steps to manage stress is essential for a long and fulfilling career.

Recent market fluctuations have left many investors feeling uneasy. At Earned, we understand that as a doctor, your time is valuable and you shouldn’t have to spend it stressing over market swings. Our goal is to provide clarity and confidence, helping you navigate this period of economic uncertainty with a long-term view. 

As a practice owner, you know one of the most significant challenges you face is hiring and retaining the right team. It’s no secret that staffing is one of the most daunting aspects of running a successful medical or dental practice. The time spent searching, hiring, and training employees can feel like a career drain – but there’s a way to make it easier.

One strategy that’s been growing in popularity among our clients is the use of Donor Advised Funds (DAFs) — which let you donate to your favorite causes while optimizing your taxes. It’s a win-win, allowing you to give generously while also saving more money.

At Earned, we’ve always been committed to helping doctors take control of their finances. But as we continue to grow, our brand needed a refresh to reflect where we’re headed. With our newly launched website, we’re making it clearer than ever: we’re not just any financial firm — we’re setting a new standard as the first-of-its-kind, fully comprehensive wealth and tax firm for doctors.

Knowing where to start when planning your estate can be a daunting task. Depending on your career and life stage, how you plan your estate may look very different. Once you break it down, planning your estate doesn't have to be as complicated as you think.

No matter where you are in your career journey, the end of the year is the perfect time to implement tax strategies to help optimize your financial situation.

Earned is proud to announce its inclusion in Newsweek’s prestigious ranking of America’s Top Financial Advisory Firms 2025. This recognition underscores Earned's commitment to providing healthcare professionals and medical practices with industry-leading financial guidance and wealth management solutions.

Tax-loss harvesting is a sophisticated investing strategy that can turn market dips into tax deductions.

As we approach the final stretch of the election, economic uncertainty is top of mind for many high-income earners, especially doctors. This market uncertainty coupled with potential tax rate hikes can add stress to an already demanding life. With headlines stirring emotions, it’s natural to wonder how the presidential election might impact your financial future.