Private equity ownership is quietly reshaping the financial advisory industry, often without clients realizing it. What looks like the same firm on the surface can hide new profit-driven priorities beneath: affecting fees, independence, and the quality of advice you receive. This edition explains what happens when your advisor sells to private equity and how to make sure your financial goals remain the true focus.
Physicians spend their lives caring for others—but often forget to care for their own time, purpose, and financial well-being. These four books reveal how to live more intentionally, use money as a tool for meaning, and create a balanced life that works both financially and personally.
Many physicians spend their careers serving others but forget to design a life that works for them. You don’t have to wait until retirement to feel fulfilled. With intentional financial and lifestyle planning, you can protect your health, wealth, and time—and start living with balance, freedom, and purpose today.
Hidden investment fees can quietly erode your retirement savings. Even a 1% difference in annual costs can mean hundreds of thousands lost to compounding drag. Learn how to uncover true all-in costs, protect your returns, and keep every dollar working toward your financial freedom.
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.