Equitta // Financial Ally for Early Career Physicians

Hey early-career physicians: figuring out your finances can feel confusing and frustrating... especially when you're already stretched so thin. ❓Finding disability insurance ❓Figuring out the best repayment strategy for your student loans ❓Sorting out how much house you can afford ❓Getting life insurance ❓Negotiating attending job offers ❓Making the right benefit elections ❓Figuring out how much to save and where to invest ❓Plenty more... It's a lot. But we've got your back. Meet Equitta: one of the only national financial advisory firms focused on early-career physicians. Overwhelmed by the financial complexities of being an early-career physicians? Getting your finances in order is soooo much closer than it may feel. #physicians #residents #medicalresidents #doctors

Keeping your money safe means more than just smart investments — do you know what else to do? Check out our latest video to find out what you should be looking for when choosing a #financialadvisor and why you should consider an RIA. https://lnkd.in/gjT7rKm4

What's the importance of having a #financialplan during med school? James emphasizes that understanding financial resources and taking advantage of programs that can help save physician's money in the long run. He shares a personal anecdote about a mistake he and his #physician wife made, which resulted in them paying for an additional year of #studentloans. This experience highlights the importance of #financialplanning from the outset. Check out the full video here ⬇️ https://lnkd.in/gr7Sgdah

A recent study of 15,000 new #doctors revealed that the average #studentloan debt is a staggering $200,000! 😱 This amount should NOT scare you off from studying medicine, though, because #debt is completely manageable if you have the right strategy. 🔗 Spend less than 10 minutes listening to the episode to understand how to better manage any student loan debt you might have. https://lnkd.in/gr7Sgdah #FutureDoctors #MedicalSchool #StudentDebt #MD #DO #CareerInMedicine #FinancialAdvice

Are you an early career physician ready to make smart financial decisions? 💡 Whether you’re looking for personal #financialguidance or need a financial ally, we help lighten your financial burden so you can focus on your career. Reach out to us today and let’s navigate your #financialfuture together! 🌟 https://lnkd.in/ekKQkDak #FinanceExpert #FinancialSolutions #ContactUs

We all know that you can’t believe everything you see on TV – or read in the newspaper. James came across an instance like that when he read a recent opinion article, which claimed that fee-based financial advisors might make recommendations based on their compensation structure rather than what’s in the best interest of their clients. He knew that this article was missing the mark and he explains why in this week's new video. Take a look ⬇️ https://lnkd.in/g7r6icTv

𝐖𝐡𝐚𝐭'𝐬 𝐲𝐨𝐮𝐫 #1 𝐟𝐢𝐧𝐚𝐧𝐜𝐢𝐚𝐥 𝐠𝐨𝐚𝐥 𝐚𝐬 𝐚 𝐲𝐨𝐮𝐧𝐠 𝐩𝐡𝐲𝐬𝐢𝐜𝐢𝐚𝐧? Our team doesn't try to steer you in any predetermined direction. Putting your goals first is all that matters, and then providing personalized guidance from there is the foundation of our relationship. Financial success comes when you make informed decisions, aligned with your best interests. We've got a new video this week that goes deeper into the topic. https://lnkd.in/g7r6icTv #ClientFirst #FinancialPlanning

Physicians: Your financial future starts here! At Equitta, we offer personalized solutions to guide you through life’s biggest #financial decisions. Contact us today and see how we can help. 🏆 🔗 Visit https://lnkd.in/ekKQkDak to connect with us now! #EquittaFinancial #FinancialFreedom #ContactEquitta

We get it, #debt can be scary. It's easy to think you need to pay it off straight away. Not always the case. #Medstudents seeking a full time career should often wait to pay of their #studentloans until they find the path that best suits them. Find out why in our latest video. https://lnkd.in/exk5MDAg

#Financialadvisor James Pommert tackles the age-old question: “Should you pay off your student loans as fast as you can?” While there’s no one set answer that applies to every early-career physician, James notes that putting extra funds toward your medical school or #studentloan debt can actually be detrimental. That’s because many physicians qualify for the Public Service Loan Forgiveness (#PSLF) program ⬇️ https://lnkd.in/exk5MDAg