MedPro Financials

06/22/2026

You're a great saver that might actually be the problem.

The most common money mistake I see with PAs and NPs isn't overspending it's freezing on the next step so the money just sits in checking doing nothing.

How confident are you and your financial plan?

06/20/2026

The scariest time in a new PA or NP's financial life isn't when you're broke. It's the first year you finally have real money.

Swipe through for the three moves to make before you lock a single dollar away.
Save it for your first paycheck, and send it to someone who just passed their boards.

New PAs and NPs: Before your first paycheck, what would you tackle first?

06/16/2026

Here are the three things that I would consider doing day one after graduating PA/NP school.

06/13/2026

SpaceX just went public yesterday. Biggest IPO in history.

Everyone's asking me if they should buy it.
Here's my honest answer — I'm not.

Not because it's a bad company or anything it's a fascinating one and pretty cool.

But chasing a single stock at a $1.75 trillion valuation on day one is not a financial plan.

Kt's a lottery ticket.

The medical professionals I work with don't need more risk. They need more structure.

Diversification isn't exciting.

But it's what actually builds wealth over time... without betting your financial future on one company's next quarter.

This is not investment advice. Just how I personally think about it.

What do you think — did you buy SPCX?

06/10/2026

I never used to nap.
Now I catch a couple micro naps on the weekend.

Fifteen minutes in bed or on the couch while the house is somehow quiet.
And every time I wake up I have the same thought.

I wish that was longer.
Twins that don't sleep through the night yet. Two older kids who want time, and deserve it.

A pool that still isn't open.
A yard that needs me.
A practice I'm still running every day.

Somewhere in there I'm supposed to find time for me too.
I'm not complaining...I would chose all of this and I'd choose it again.

But nobody really tells you that the hardest part of a full life isn't any one thing.

It's that all of it is happening at once, and you're the one holding it together.

So the fifteen minutes stay.

For the parents reading this who are running on empty right now: what's the one thing you've quietly let slide just to keep everything else standing?

06/08/2026

Making financial literacy to this generation of PAs and NPs is our core focus!

Thanks for having us

06/07/2026

06/05/2026

Come check out our June session with .

Our partners with will be joining me for another installment of tackling student loans.

Financial literacy has been a core focus of ours for years!

Link below:

https://www.nysspa.org/events/EventDetails.aspx?id= 1982272&group=

06/01/2026

Physicians - come join us over at SERMO tonight.

1. Review what your wealth building potential is.

2. Looking at a high-level protection overview.

3. Looking at the different types and purposes

of life insurance.

4. Talk about long-term care planning.

5. Arguably most important in my opinion: the right type of long-term disability insurance every physician should own.

https://lnkd.in/g-ebiYNw

06/01/2026

Tonight is part 3 of our financial literacy series for the Sermo physician community.

We do these regularly because most physicians were never actually taught how to manage the income they worked so hard to earn.

So far we've covered investment planning cash flow and retirement but tonight we're closing the loop on the piece most doctors get wrong:

which is protecting your income your single most important asset.