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Financial Grand Rounds

Bryan Jepson MD, CFP®

Helping doctors build financial independence, reclaim their time, and live with intention — one blog post at a time.

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Substack
PricingOnly free issuesPublishesWeekly
Issues43Foundeda year agoLast Issue13 days ago
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Latest Issues

How to Turn Your Health Savings Account Into Tax-Free Retirement Income

[This article was originally published on my website at www.bryanjepson.com. Check it out for more personal finance content including blog posts, videos and podcast appearances.]

I recently had a client who is approaching an early retireme...

13 days ago
1

The 5 Conversations to Have With Your Partner Before Retirement, Career Change, or Any Major Life Transition

[This article was originally published on my website at www.bryanjepson.com. Check it out for more personal finance content including blog posts, videos and podcast appearances.]

Transitions are rarely just financial decisions.

Thanks for...

21 days ago

How Much Do I Need To Save To Reach My Retirement Goal?

[This article was originally published on my website at www.bryanjepson.com. Check it out for more personal finance content including blog posts, videos and podcast appearances.]

One of the most common questions I hear from physicians is s...

a month ago

Three Foundational Financial Decisions for Physicians That Matter More Than Choosing the Right Index Fund

[This article was originally published on my website at www.bryanjepson.com. Check it out for more personal finance content including blog posts, videos and podcast appearances.]

Physicians tend to be detail-oriented and data-driven folks....

a month ago

Real Estate Depreciation for Physicians: Separating Tax Strategy from Sale Pitch

[This article was originally published on my website at www.bryanjepson.com. Check it out for more personal finance content including blog posts, videos and podcast appearances.]

Of all the alternative investment options marketed to physic...

2 months ago

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  • Bryan Jepson MD, CFP®

    Emergency Medicine Physician, a Certified Financial Planner (CFP®), and a Chartered Special Needs Consultant (ChSNC®). Author of The Physician's Path to True Wealth. Learn more at bryanjepson.com.

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