Human Capital

Physician Advising Quote #309

Physician Advising Quote #309

“Someone with a physician (or dentist) level of income can free themselves from their practice in just a decade or two by simply controlling their lifestyle, saving a bunch of money, and investing it in some low-cost, broadly diversified index funds, both inside and outside retirement accounts.” - Jim Dahle, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #295

Physician Advising Quote #295

“One house, one spouse, one job. Divorce cuts your assets and future income in half. Do it twice and you'll likely never build wealth.” - Jim Dahle, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #275

Physician Advising Quote #275

“All you need to do is combine the high income you already have with the delaying of a few big purchases and take the difference and invest it in some reasonable way.” - Jim Dahle, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #220

Physician Advising Quote #220

“There was no contract you had to sign when you applied or matriculated to medical school specifying a certain amount of work would be done later. The applicant most likely had no idea how much he would like to work in his 50s, and the school had no idea if this student really ‘had an interest in rural family practice’ like he wrote in his essay.” - Jim Dahle, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #219

Physician Advising Quote #219

“You cannot get the best possible deal on a physician contract without negotiating.” - Robert Felberg, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #214

Physician Advising Quote #214

“How much should you save?  John D. Rockefeller suggested 50% of your income.  This is not outlandish but in fact quite attainable for a high income wage earner such as a physician.” - Robert Doroghazi, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #153

Physician Advising Quote #153

“Just completing residency and learning to be a good doc is a great financial move all on its own!” - Jim Dahle, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #152

Physician Advising Quote #152

“Most residents have little retirement savings. That honestly doesn’t bother me. Doctor financial success comes from what you do with your attending income.” - Jim Dahle, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #133

Physician Advising Quote #133

“If you want to get really rich, really fast, be a successful entrepreneur. Investing in mutual funds in a 401(k) is likely to get you a 5-10% nominal return. That’s a slow, steady path to wealth.” - Jim Dahle, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #49

Physician Advising Quote #49

“I have a one hour grand rounds that I give that I call ‘Basic Financial Life Support’ in which I cover salary, taxes, retirement planning, savings rate, and some basics of student loan repayment. I end on a controversial topic by advising residents to be very cautious about engaging with professional financial planners who ‘specialize in physicians.’” - Matthew Pirotte, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.

Physician Advising Quote #6

Physician Advising Quote #6

“Your high income alone will not automatically lead to financial success. You must convert your high income into a high net worth in order to become financially independent.” - William Bernstein, M.D.



Joe Matelich founded Physician Advising to bring physician-specific financial advice to his wife's colleagues at a fair price. Loan analysis (free), D.I.Y. picture-book (free), account aggregation (trial), & comprehensive post-residency or residency advice.


General observations only. Does not constitute tax, legal, or investment advice.  Full disclaimer.