PODCAST

BLOGS

1099 Contractors: Your Guide to Managing Income, Taxes, and Deductions

April 23, 2025

Knowing how 1099 contractors can manage taxes and maximize deductions is essential to keeping more of what you earn. As a contractor, you’re in control of your income—but also responsible for every tax detail. 1. Know What It Means to Be a 1099 Contractor You’re not an employee. You’re self-employed. That means: No tax is…

Don’t Fear Market Losses—Learn from Them

April 22, 2025

Market losses are part of investing. They’re frustrating—but also useful. Every investor experiences them. What matters is how you respond. Don’t freeze. Reflect. Seeing your portfolio drop can lead to panic. But reacting emotionally often makes things worse. Ask yourself: Was your risk tolerance overestimated? Did you follow a plan—or invest based on hype? Is…

How Physicians Are Boosting Their Income Outside of Medicine

April 21, 2025

You worked hard for your medical degree. But more physicians are realizing that relying solely on clinical income may not be the most sustainable long-term path. You don’t have to trade all your time for money. Let’s look at how physicians across the country are building wealth outside the exam room—without giving up their identity…

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…