Free financial advice often comes with hidden costs. From dinner seminars to “complimentary consultations,” physicians are frequently targeted with sales pitches disguised as education. Learn how to recognize red flags, protect your wealth, and find financial guidance that truly puts your interests first.
Physicians often start saving for retirement later—but it’s not too late to build wealth fast. Learn proven, tax-efficient strategies to maximize savings, lower lifetime taxes, and retire on your terms, even if you’re just getting started in your 30s or 40s.
The easiest way to boost your investment success isn’t in the stock market—it’s in your cash. If your interest rate is below 3.5%, you may be leaving thousands on the table.
Too many physicians focus on cutting ETF fees while ignoring bigger tax costs. If your dividends are in taxable accounts, you may be paying Uncle Sam far more than you save. Here’s how to avoid “tripping over dollars to pick up pennies.”
Every firm has a story—and mine started with numbers, resilience, and the belief that financial planning should go beyond chasing assets. From my Akron roots to launching a fully virtual, flat-fee practice, Forward Thinking Wealth Management was built for physicians who want clarity, balance, and strategies that actually fit their lives.
With just 90 days left in the year, Q4 offers physicians a unique chance to take control of their finances before the calendar resets. From reducing your tax bill to rebalancing investments and finally creating a plan you can stick to, this is your “two-minute drill” to finish strong. Instead of waiting for January resolutions, use these final weeks to make meaningful progress toward your biggest financial goals—and enter 2026 with confidence.