Bryan Jepson, M.D., CFP

Despite its shady name, a backdoor Roth can be a useful financial tool for doctors — if they follow the IRS rules

Don't increase your lifestyle spending with every raise.

Retirement is about transitioning to something, not escaping from something.

Financial independence has more to do with freedom than retirement.

Don't be the richest doctor in the cemetery

High earnings don't equal financial freedom. This session gives physicians the framework to build both.

Should you handle your own retirement planning or leave it to the professionals?

Don't let lifestyle creep derail your retirement plan

Getting off to a strong investment start can pay huge dividends later

Retirement isn't just about the money; it requires the right mindset going into it.

The right Roth conversion can save you thousands of dollars in taxes when used correctly

With the right strategy, you can still progress toward your goals.

It's never too late to start planning for your retirement.

After you retire, where should you withdraw your money from first?

Discover essential tips for choosing a financial advisor and learn whether DIY investing or professional guidance suits your retirement planning needs.