PODCAST

BLOGS

From Refund Anxiety to Tax Strategy: What Changes When You Work With a Pro

February 4, 2026

If you’re a high earner in medicine, tax season can feel… weird. You make great money. You work hard for it. Yet every spring you still catch yourself thinking the same thing. Why do I feel behind. Sometimes it’s because your refund looks smaller than you expected. Sometimes it’s because you owe a lot and…

Gold Is Moving Fast in 2026. Should Your Retirement Plan Move With It?

February 3, 2026

Gold feels like it’s everywhere right now. You hear about it from colleagues. You see it in headlines. Someone at a dinner party brings it up like it’s a stock tip. And if you’re a high earner in medicine, you probably have the same quiet thought a lot of people have in moments like this.…

Groundhog Day and Your Taxes: Why Repeating the Same Mistakes Costs You Every Year

February 2, 2026

Groundhog Day shows up every year and, somehow, a lot of us act surprised. Same date. Same storyline. Same little burst of hope that this year will be different. Taxes can feel like that too. If you’re a high-income medical professional, you probably do “fine” with taxes. You earn well. You file on time. You…

WEBINARS

Why Tax Planning Matters More When You Have 1099 Income

By David Auer | June 5, 2026

In a Nutshell If you’re a physician with any 1099 income, the tax code gives you options that pure W-2 earners just don’t have. The three big moves are simple in concept: claim the deductions you already qualify for, set up the right business entity, then layer in advanced strategies once those basics are locked…

Asset Protection Planning for Business Owners and Professionals

By David Auer | August 9, 2024

  “You don’t buy insurance after the loss.”That idea came through clearly in the webinar transcript, and honestly, it’s the easiest way to explain this topic. Asset protection works the same way. You put it in place before the claim, before the lawsuit, before the creditor, before the messy surprise. If you are a high-income…

Mastering Financial Planning for Physicians Strategies for Protection, Liquidity and Diversification

By David Auer | August 1, 2024

  Mastering Financial Planning for Physicians Strategies for Protection, Liquidity and Diversification Protection Comes First, Even If It Feels Less Urgent “Build your wealth once. Don’t build it twice.” That line from the webinar sticks with me because it gets to the point fast. For physicians, financial planning is not just about earning more or…