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.