This page provides a list of recommended financial resources. Resources listed on this page are paid advertisers on the site and have been specifically chosen by Doc G and his team.
Personal Capital
There is no secret out there, you can’t belong to the financial independence club unless you open up a free personal capital account. It’s simply forbidden! How else will you track your budget, expenses, cash flow, and net worth. It is highly recommended!
Hands down the most useful feature is the ability to track asset allocation between multiple accounts at different institutions. It is fairly simple to connect all you different brokerage, savings, credit cards, and even 529 accounts.
If you sign up here using my link, I will receive a referral fee.
Pattern Life
Shopping for disability insurance can be complicated, taking too much time to research and understand. At Pattern, we believe doctors have more important things to do than worry about insurance. This is why thousands of doctors across the US trust us to help them compare and understand the insurance they are buying. We do this in 3 simple steps. First, request your quotes online. Second, compare your options and ask questions. Third, apply risk-free. Request your quotes today at patternlife.com/partner/
MD Financial Services
Offer “Own Specialty Discounted Disability Contracts” that pay when you are unable to perform the duties of your specific medical specialty, even if you retrain for another specialty or occupation and regardless of your post disability income. In addition, they offer both Fixed Level and Laddered Term Life Insurance Strategies that can protect your family the right way and save you thousands in premiums over the years as you gain Financial Independence. Owner Scott Nelson-Archer, CLU, ChFC and his team (Ryan, Gary, Matt, and Joe) have 25+ years of experience helping thousands of physicians across the country protect their future with disability income insurance and low-cost life insurance. Give them a call at 713-966-3932 or drop them an email at SNA@MDFinancialServices.com, you will be glad you did.
Set For Life Insurance
Since 1993, Set for Life Insurance has established itself as the premier leader in providing disability and life insurance to physicians and high-income professionals nationwide.
Set for Life is an independent brokerage who shops around to find the most suitable products at the best price.
They have the largest available portfolio of discounts.
Splash Financial
Refinance your student loans with Splash Financial, the industry-leading platform that connects you with lower interest rates.
Their mission is to provide graduates with more financial freedom, so they can move forward and make a splash in the world.
You will receive a $500 welcome bonus if you refinance $30k or more with Splash.
Start saving today with a refreshing take on student loan refinancing.
Bluehost
There are many choices when considering a hosting platform for your blog. I have found Bluehost easy. Creating and publishing is intuitive. Their online support is responsive to customer needs. And you won’t spend an arm and a leg.
And, of course, if you use my link, I will receive a referral fee.
