Finance Fridays Roadmap Update 6-9-2017 #illumedati

Here’s the Finance Fridays Roadmap Update 6-7-2017:

So pour some coffee, sit back, relax and click on some of these links:


Stock Photo From: Pixabay

I don’t know anything about Finance and Investing:

Talking the Talk

Priorities Part OnePart Two, and Part Three

The Philosophy

Pay Yourself First

Dr. Who? Dr. You

“Dr. Lee” A Financial Planning Case Report

Ok, I’m beginning to understand now… what else you got?

Compound Interest

Index Funds

The Biggest Mistake of Your Life

Black Friday Puts You in the Red

How to Make $400k/yr and Be “Broke”

The Kubler Ross Five Stages of Investing

Positive Net Worth


Roth 401k/403b in Residency

Roth 401k/403b in Residency How To

Roth 401k/403b in Residency Portfolios

Roth 401k/403b in Residency Analysis

More commentary on Index Funds (passive) versus Actively Managed Funds:

Could Index Funds Be Bad?

Actively Managed Funds (Gambling)

President Elect Trump and the Stock Market

Stock Market FOMO (Fear of Missing Out)

What about a Financial Advisor?

Financial Advisors

Financial Advisors – The “Good” Ones

Finding a Financial Advisor


How can I save money for college for my kids?

What is a 529?

Choosing a 529

Also related: Let’s Talk About 529s

My 529 Allocation

Student Loans

Student Loans

Public Service Loan Forgiveness (PLSF) and Trump

Ok, I think I get it now… but where should I put my money?

Asset Allocation

Portfolio Types


Approximating a Portfolio

Coffeehouse Portfolio

Catchup Contributions

Originally posted in Medicine Mondays, but relevant:

The New Meta of Medicine

IRA and its variations

What is a Roth?

Traditional IRA versus Roth IRA

SEP-IRA, SIMPLE IRA, and Solo 401k

Spousal IRA

Backdoor Roth IRA and Why You Need One

Roth IRA for Kids

Taxes and Social Security

Taxes and Tax Withholding

Inheritance Tax

Estate Tax

Social Security

Financial Exercises (to make you think)

My (Financial) Living Will

What is the Rule of 72?

Trimming the Fat

Value Cost Ratio

I think I’m pretty well set up… but how can I retire earlier?

Retiring Early

How to Retire Early

Early Retirement is Easy?

Best Bang for Your Buck Retirement Locations

Also, kind of related:

Dual Income No Kids (DINK)

How to Value a Pension

I’m Leaving Medicine #illumedati

Stuff I like:

Finance Books I Own (or Want)

Finance Fridays Sensei


What do you think? Is this Roadmap Helpful?

Agree? Disagree? Questions, Comments and Suggestions are welcome.

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