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Category: Financial Wellness

5 Common Mistakes Doctors Make When Applying for a Personal Loan (and How to Avoid Them)
Doctors often require funding, whether to consolidate debt, expand their practice, relocate, or cover unexpected expenses. However, while focusing on patients, navigating the loan process can be challenging. And even
Toolkit for Doctors to Reduce Personal Expenses: A Strategic Approach

Author: Josh Lumbley, MD, MBA Managing personal finances is as essential for doctors as managing patient care. By adopting a structured approach, physicians can take control of their expenses and

Toolkit: Create a SMART Financial Vision Board

Author: Josh Lumbley, MD, MBA Many doctors learned about applying SMART goals in medical school. A vision board provides a great tool for such a disciplined, strategic approach to personal

Doctor Credit Scores By Life Stage

Author: Josh Lumbley, MD, MBA How does my credit score compare to other doctors? I’ll admit, I’m a competitive person. Like many of you, this has served me well in

Free Credit Scores Made Insanely Simple for Doctors

Author: Josh Lumbley, MD, MBA You’re a doctor, so let’s save your valuable time and cut to the chase: you can check your credit score and report for free at

Top 7 Budgeting Apps for Doctors as of September 2024

Author: Josh Lumbley, MD, MBA As a busy physician, your time is often limited, making personal budgeting challenging. Having the right budgeting app can be a game changer. I know

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