Investment Resources


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

Backdoor Roth tutorial:

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.


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 Agent: 

Lawrence Keller of Physician Financial Services is wonderful, and helps to sponsor the Physician Side Gigs group.  He has been in the industry a long time, and (in my opinion) has some of the best knowledge and access to discounts in the industry. 


Contact him at or by email at

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:

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