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  • 130 N. Preston Road
    Prosper, TX 75078
    817-235-6863
  • 116 W. 8th Street
    Georgetown, TX 78626
    512-818-1800
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    • About
    • Jordan Benold
    • Stephen Benold
    • Media Quotes
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    • Solutions
    • Financial Wellness
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    • Tax Planning
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Physicians

Read more about the article Top 5 Reasons to Own a Health Savings Act

Top 5 Reasons to Own a Health Savings Act

  • Post author:Jordan Benold
  • Post published:December 16, 2022
  • Post category:Corporate Finance/Equity Finance/Investment Banking/Personal Finance
  • Post comments:0 Comments

It’s that time of year again, Santa Claus, gift giving and selecting new benefits for the upcoming year.  As physicians, most of you know about health savings accounts.  However, I…

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Read more about the article Roth IRA Strategy for Physicians

Roth IRA Strategy for Physicians

  • Post author:Jordan Benold
  • Post published:November 3, 2022
  • Post category:Corporate Finance/Equity Finance/Investment Banking/Personal Finance
  • Post comments:0 Comments

Peter Thiel is among the wealthiest Americans and is worth $4.3 Billion.  In 1999, he worked for a software company where most of his compensation was from a stock grant.  Peter…

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Read more about the article Four Estate Planning Documents Every Physician Needs

Four Estate Planning Documents Every Physician Needs

  • Post author:Jordan Benold
  • Post published:September 2, 2022
  • Post category:Behavioral Finance/Corporate Finance/Personal Finance
  • Post comments:0 Comments

Four Estate Planning Documents Every Physician Needs Estate planning is like an 800-year flood.  No one thinks the flood will happen to them.  However, father time is undefeated; at some…

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Read more about the article Five Benefits Financial Planners Provide a Physician

Five Benefits Financial Planners Provide a Physician

  • Post author:Jordan Benold
  • Post published:July 13, 2022
  • Post category:Behavioral Finance/Corporate Finance/Personal Finance
  • Post comments:0 Comments

Five Benefits Financial Planners Provide a Physician As a physician, you are a well-educated person who can solve most problems.  You might ask yourself, “What value can a financial planner…

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Read more about the article Top 4 Money Mistakes Doctors Make

Top 4 Money Mistakes Doctors Make

  • Post author:Jordan Benold
  • Post published:June 9, 2022
  • Post category:Behavioral Finance/Corporate Finance/Personal Finance
  • Post comments:0 Comments

Top 4 Money Mistakes Doctors Make Yes, this sounds very ominous.  However, there is a reason why I wanted to alert you to the fear of mismanaging your finances.  Doctors…

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Read more about the article 3 Ways to Cure Burnout

3 Ways to Cure Burnout

  • Post author:Jordan Benold
  • Post published:May 12, 2022
  • Post category:Behavioral Finance/Corporate Finance/Personal Finance
  • Post comments:0 Comments

“Physicians get burned out?  No way!”  The average human believes their doctor is always on top of their game and does not suffer from the same afflictions that haunt everyday…

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Read more about the article 5 Must-Have Disability Features For Physicians

5 Must-Have Disability Features For Physicians

  • Post author:Jordan Benold
  • Post published:April 15, 2022
  • Post category:Behavioral Finance/Corporate Finance/Personal Finance
  • Post comments:0 Comments

5 Must-Have Disability Features For Physicians   What is Disability Insurance? Disability insurance is a type of insurance that provides income to a physician if they cannot perform their job. …

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