PODCAST

BLOGS

Cyber Basics for Clinics: MFA, Backups, and Incident Sheet

October 24, 2025

Running a medical practice means protecting more than patient health—you’re guarding their private data, too.And with cyber threats rising across healthcare, even small clinics need clear, repeatable security habits. Here’s a short guide to strengthen your clinic’s cyber defenses using three essentials: MFA, backups, and an incident response sheet. 1. Multi-Factor Authentication (MFA): Your Clinic’s…

Year-End Giving for Doctors: Stock, DAFs, and Records

October 23, 2025

Charitable giving is a powerful way for physicians to create impact and reduce year-end taxes.But not all donations are equal—especially when it comes to appreciated stock, donor-advised funds (DAFs), and IRS documentation. Here’s how to give smarter, not just more, before December 31. Why Year-End Giving Matters for Physicians Most doctors donate regularly. Yet many…

Doctors’ Early Retirement: Safe Withdrawal Rules Made Simple

October 22, 2025

For physicians who’ve spent decades saving, investing, and building wealth, the dream of retiring early is within reach.But one question often lingers: How much can you safely withdraw each year without running out of money? The “safe withdrawal rate” is more than a math formula—it’s your financial survival line. Here’s how to simplify it, apply…

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…