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Rent or Buy? How Your Financial Situation and Life Goals Shape the Right Choice
Everyone wants to own a home someday, but how do you decide when the time is right?
Financial Planning
Life events
Early Career
Doctor
Rejuvenate: Simple Acts of Self-Care for Dentists
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.
Dentist
Career Advisory
7 Secrets to Wealth Building You Won’t Learn in Medical School
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.
Article
Doctor
Physician
Financial Planning
investing basics
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Wealth Management Platform Earned Wants to Help Doctors with Financial Security
How one company is looking to revolutionize finances for physicians. As featured in Healthcare Brew.
Physician Early Retirement Considerations
Studies often cite career burnout as a driving factor for physician early retirement, but the reasons vary from doctor to doctor and the decision to walk away from full-time work is always a personal one.
How to Do a Backdoor Roth: A Physician’s Guide
More and more high earners are using a retirement saving strategy called the Backdoor Roth. This strategy allows them to fund a Roth IRA account indirectly from other savings accounts. Keep reading to learn about how to do a Backdoor Roth.
Private Equity Acquisitions: What Physicians Need to Know
The growing wave of medical practice acquisitions by private companies like CVS and Amazon is currently disrupting the healthcare sector. Here’s what today’s physicians should know about the current trend of private equity acquisitions and what to consider if their own practice is ever approached for acquisition.
Are Physician Home Loans the Right Solution for You?
A physician home loan is a specialized mortgage designed to help physicians overcome the unique financial challenges they face early in their career.
Physician Finances: A Prescription for Your Financial Health
The demands on physicians today can seem overwhelming. It's no secret that healthcare delivery is changing, and those changes are reflected in the state of physician finances every day.
Combating Physician Pay Cuts and Burnout
Decreasing compensation, burnout, and pay parity challenges are just a few of the key findings in Doximity and Curative’s new 2023 Physician Compensation Report.
Physician Retirement: 7 Signs You Are Ready
The majority of physicians plan to retire at age 68, much later than the average American. Why is physician retirement often delayed?
Estate Planning for Doctors: A Checklist to Update or Start Your Own
Estate planning for doctors is a crucial aspect of financial planning, and it's never too early to get started.
Physician Career Changes and the NFL
What do physician career changes and NFL players have in common? Well, if it has to do with one person in particular, everything.
TechCrunch: Forme Financial launches out of beta as Earned to help physicians manage wealth
Forme Financial, a wealth management platform for physicians, is emerging from beta with a new name and $12 million in Series A funding.
Forme Financial Raises $18MM, Launches as Earned
The first-of-its-kind comprehensive wealth system for physicians has launched out of Beta with a new brand and announced a Series A fundraise to expand services and accelerate proprietary technology development
Money Management for Doctors
Our goal at Earned is to provide the financial education and advisory that physicians deserve, so we’ve put together a list of the 5 main tips about money management for doctors, so you can learn what they are and how to plan around them.
Important Tax Planning Information for 2023
Tax planning is a year-round process, but as Tax Day on April 18th approaches, it’s important to make sure you have the information you need to file correctly.
What Physicians Should Know About the SECURE Act 2.0
We’ve analyzed the nearly 400 pages of the SECURE Act 2.0 to identify what may affect physicians most at different stages of their careers.
Key Dates for Planning Your Financial Health in 2023
As 2023 jumps into gear, you may be thinking about plans and goals for the coming year and beyond. Maybe your plans include financial planning, or maybe one of your goals is to take a look at your financial health and set yourself up for the future.
Check These 3 Things Before Year-End
The end of the year can be a hectic time and likely the last thing you will want to do is take on another to-do list. Earned has compiled 3 things to check before year-end; these items are time-sensitive and may potentially lead to savings.
How Doctors Can Improve Their Credit Scores
We share a handful of strategies that can have a huge impact on improving your credit score, paving the way for a more secure financial future.
Top Tax Mistakes Doctors Make
Many doctors unknowingly make costly tax mistakes that slow down their wealth-building efforts. Learn tips to avoid them to help you maximize your savings and invest more efficiently.
Unpacking DSOs
In this guide, we’ll uncover the current state of the DSO marketplace, how to position your practice for a successful DSO transaction, and tax-smart strategies to help you minimize taxes and improve your financial outcomes.
Untapped Tax Strategies
Reducing your tax burden is one of the most powerful ways to accelerate your wealth and achieve your financial goals faster. These untapped tax-saving secrets can have a huge impact.

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