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Vanguard VPAS or VDAS — Hey everyone, it’s Finance Fridays again. Today is going to be a short post about “Vanguard VPAS or VDAS”. Vanguard VPAS or VDAS? To clarify, we’re going to talk about Vanguard and their version of a financial advisor and Roboadvisor. I’ve talked about Roboadvisors and Vanguard’s financial advisor service called Vanguard Personal Advisor Services (VPAS) in my previous post – Roboadvisors. The long and short of it is that Roboadvisors are fine if you want […]

Vanguard VPAS or VDAS? #illumedati

This entry was posted in Attending Finance Finance Fridays Medical Student Residency on September 27, 2019 by Sensei

Hey everyone, it’s Finance Fridays again. I’ve talked about the Windfall Management Exercise recently and about Retiring Early before. Today let’s ponder “What if I retired today?” Is this another “Finance Exercise”? Yes. Kind of like the Windfall Management Exercise, this “What if I retired today?” is another exercise, just to kind of test your mindset. Here is the beginning of your retirement story: It’s July 13, 2018, you’ve received word that you now have […]

What if I retired today? #illumedati

This entry was posted in Attending Finance Fridays Medical Student Residency Retirement on July 13, 2018 by Sensei

Hey everyone, it’s Finance Fridays… but I forgot to write this post on Friday — so here it is — on Saturday. Sorry about that. Anyways, let’s do a “Windfall Management Exercise”. Windfall Management Exercise? Yea. I’ve talked about windfalls before in some previous posts. A windfall is defined as: 1: something (such as a tree or fruit) blown down by the wind 2: an unexpected, unearned, or sudden gain or advantage from Merriam Webster In this […]

Windfall Management Exercise #illumedati

This entry was posted in Attending Finance Finance Fridays Medical Student Residency on June 2, 2018 by Sensei

Hey everyone, it’s Finance Fridays again. I’ve been spending a lot of my spare time learning about and researching cryptocurrency. So, should it be part of your “retirement portfolio”, like a portion of your Taxable Account? Let’s discuss “Crypto as part of your Taxable Account”. Crypto as part of your Taxable Account I’ve talked before about how I think you should prioritize your investments in The Checklist. Make sure you don’t have any Credit Card […]

Crypto as part of your Taxable Account #illumedati

This entry was posted in Attending Crypto Finance Finance Fridays Medical Student Residency on March 23, 2018 by Sensei

Taxable Accounts — Hey everyone, it’s Finance Fridays again. Just like I promised I’m going to kick off my new Finance Fridays series talking about Taxable Accounts. Why has it taken you so long to discuss this? It was all on purpose actually. I wanted to make sure before you went down this road, that everyone had already prioritized the other things on The Checklist. While it may seem amazing to some, there are still those who do […]

Taxable Accounts #illumedati

This entry was posted in Attending Finance Finance Fridays Investing Medical Student Residency Retirement on August 4, 2017 by Sensei

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

This entry was posted in Attending Finance Finance Fridays Investing Medical Student Residency on April 21, 2017 by Sensei