General
What Is a 457(b) Plan and Should Physicians Use It?
Most physicians I talk to have no idea this exists. They max out their 401(k) or 403(b), maybe hit the backdoor Roth, and think they're done. But if you work for a hospital or acad…
Founder Wealth Strategy
Financial Advisor for Tech Founders and Startup Executives
You are building enterprise value fast. Your personal financial strategy needs to keep pace with equity, tax complexity, and liquidity risk.
83(b) timing and AMT scenario planning
QSBS qualification and multi-entity planning
Pre-exit and post-liquidity tax minimization
Founder salary, draw, and runway tradeoffs
Concentrated stock risk and diversification design
Insurance and asset protection strategy
Founder-Specific Resources
Physicians
How Physicians Building Health Tech Startups Can Save $500K+ on Taxes with QSBS
Physician health tech founders pay $500K+ in taxes on exits. QSBS tax exclusion could change that. Learn if your startup qualifies and the 83(b) election timing that matters.
Tech Entrepreneurs
The Money Mistakes Dual-Income Tech Couples Make (And How to Stop Making Them)
Two incomes, two companies, two equity packages, and two sets of tax situations. Most dual-income tech couples are leaving money on the table without realizing it.
Universal
Emergency Fund: How Much Do You Actually Need? (The Real Math)
Everyone says 3 to 6 months of expenses. But that advice was written for someone with a completely different financial situation than yours. Here's how to figure out the right number for high earners, founders, and anyone with irregular income.
Tech Entrepreneurs
The Health Insurance Gap Nobody Warns Founders About
Leaving a salaried job to start a company comes with a health insurance problem most founders don't see until it's too late. Here's what to do before you make the leap.
Tech Entrepreneurs
Your Financial Checklist 12 Months Before an IPO or Acquisition
If your company is 12 months out from going public or being acquired, your financial decisions right now will determine how much of that liquidity event you actually keep. Most founders wait too long.
Tech Entrepreneurs
Solo 401k vs SEP IRA vs SIMPLE IRA: Which One Actually Makes Sense for Founders?
If you're a self-employed founder or running a small startup, you have three main retirement account options. Here's how to actually choose the right one without getting lost in the details.
Personal Finance
How Do You Know When It's Time to Change Financial Advisors?
Most people stay with a financial advisor way longer than they should. Not because the relationship is great, but because switching feels complicated. Here's how to actually evaluate whether your current advisor is serving you well.
General
Is Your Financial Identity Outdated?
Here's something I see constantly. A resident finally matches. Now they're making $65,000 a year. For the first time, they have actual income. But they're still making financial de…
Tech Founders
Donor Advised Funds After a Startup Exit: The Tax Strategy Most Founders Miss
If you're charitably inclined and you're approaching a liquidity event, a donor advised fund might be one of the most powerful tax tools available to you. Most founders hear about it after the fact. Here's the full picture.