Investing


Hey everyone, it’s Finance Fridays again. I’ve been going through some of my recent posts and realized that they tend to be a little long. For that reason, I wanted to refocus and get back to the basics today, so I’m going to talk about “The Checklist”. What do you mean by refocus? Since every post I write focuses on one topic, it can be easy to forget what the original goal is/was. In a […]

The Checklist #illumedati




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Hey everyone, it’s Finance Fridays again. My 401k/403b in Residency Series has come to an end, although I may visit it again later. Today we’re going to refocus on the basics and talk about The Kubler Ross Five Stages of Investing. Stock Photo from: Pixabay So, this is my version of the The Kubler Ross 5 Stages of Grief. We all learned about this in medical school, or maybe even during a psychology course in college. […]

The Kubler Ross Five Stages of Investing #illumedati


Hey guys, it’s Finance Fridays and as promised I’m going to do Roth 401k/403b in Residency Analysis. Stock Photo from: Pixabay If you’re new here, I’d recommend reading the prior posts in the series first: Roth 401k/403b in Residency How To Residency Portfolios This post will do further analysis. I’ll talk about how to approximate the Coffeehouse Portfolio to make use of TIPS and REITs. This is outside the scope of the two simplistic options […]

Roth 401k/403b in Residency Analysis #illumedati



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Hey everyone, it’s Finance Fridays. First of all, I apologize that this is late. I’m working nights this week and after waking up to help my wife get the kids ready for daycare, I slept in past my normal alarm. Nonetheless, today we’re going to continue talking about Roth 401k/403b in Residency Portfolios. Stock Photo from: Pexels In my prior post Roth 401k/403b in Residency How To, I went over the basics of putting together a Roth […]

Roth 401k/403b in Residency Portfolios #illumedati


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Hi guys, it’s Finance Fridays. I apologize for the late post, but this will be a short post. It’s just a follow up to a prior post, a Roth 401/403b in Residency How To. Stock Photo from: Pixabay So that Match has come and gone and you will start receiving these packets from your residency programs. Most of this paperwork isn’t too difficult and just relates to identifying information and other things that should be in “The […]

Roth 401k/403b in Residency How To #illumedati