Investment Resources

This is an excellent online course created by the White Coat Investor, Jim Dahle.  It presents information in an easy, digestible format - while still being packed full of pearls that would take much longer to piece together from internet searches.  Highly recommended.  Topics include: Investment tools and classes, asset allocation, asset protection, real estate, retirement accounts, financial advisors, different types of insurance, student loans.


Great intro book to the basics of investing philosophy, and topics such as the backdoor ROTH, ETFs, estate planning, and retirement accounts.


Probably two of the best forums for physicians (in my opinion) to learn about finances are The White Coat Investor ( and the Bogleheads ( websites.  Both are free, and packed with good information.

Recommended Disability and Life Insurance Agents: 

Lawrence Keller of Physician Financial Services is wonderful, and helps to sponsor the Physician Side Gigs group.  He can help with both disability and life insurance.  He has been doing this a long time and has a lot of experience.

Contact him at or by email at

Pattern for Disability Insurance:  This convenient option will allow you to enter your information and immediately begin generating quotes from the major disability companies, as well as schedule a meeting with the Pattern team to discuss the options and figure out which plan is best for you.  Many in the group have had a great experience with this process.

Backdoor Roth tutorial:

Physician on FIRE (Financial Independence Retire Early) has an easy, step by step guide to the Backdoor IRA, which is a great financial tool for physicians.  Check it out here:

In Case of Emergency Binder

This binder is comprehensive and gives you piece of mind to hand things off to someone in the offchance that you are not able to. It's a binder or file that you save (can password protect) or print and store in safe that literally lists everything - retirement accounts, investment accounts, real estate investments, bills, medical forms, insurance information, etc. Highly recommend.  PSG affiliate link:

Disclosure: These links may be monetized (which helps support the group), but are genuinely felt to be of value, or I would not recommend them.  Thank you!


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© 2017 by Nisha Mehta, MD