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How One Physician Turned a Simple Tax Engagement into a Multi-Million Dollar Wealth Strategy
Many successful doctors rely on trusted CPAs to handle tax compliance, but that’s only one piece of a much larger financial picture, especially as your income, assets, and responsibilities grow more complex. At Earned, we work alongside top CPA firms to offer a more strategic approach: one that unifies tax strategy and personalized wealth management to uncover hidden opportunities and protect long-term wealth.
Financial Planning
Tax Planning
Physician
Article
How the One Big Beautiful Bill Act Impacts Doctors
Market Update
Article
How the One Big Beautiful Bill Impacts Practice Owners
As a medical practice owner, staying ahead of legislative changes is critical — especially when they directly affect both your personal finances and your practice. This article breaks down what the newly passed One Big Beautiful Bill Act (OBBBA) could mean for you.
Practice Owner
Market Update
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Professional Fulfillment Among Physicians Trending Downward
Nearly half of working physicians are unsure if they would decide to practice medicine again if given the choice.
Physician Retirement Savings: 5 Strategies to Make It Last
There are several proven strategies that can help your physician retirement savings last longer to better ensure a comfortable retirement.
Real Estate Investing for Physicians: Pros, Cons, and Tips
As a physician seeking financial growth beyond the medical field, investing in real estate can be an enticing option. However, it is crucial to approach such investments with caution. Keep reading to learn about the pros and cons of real estate investing for physicians.
Retirement Planning for Physicians: 5 Tips to Maximize Your Savings
Here are five tips to maximize your savings when considering retirement planning for physicians.
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.
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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