Financial planning looks different for everyone. But for physicians, the financial challenges that come with training, practicing medicine, and eventually becoming an attending can be especially complex. That realization played an important role in the story of FinancialMD. FinancialMD didn’t begin with the idea of simply working with one specific profession. The decision to specialize in physicians came after conversations with doctors revealed a common problem: physicians s

FinancialMD didn’t begin with a polished brand, a large team, or a detailed business plan. It started with a simple realization: physicians and medical residents needed financial guidance designed around their unique lives and careers. In a conversation between FinancialMD’s Jon Solitro and Reuben Levinsohn, the two looked back at the journey that eventually led to FinancialMD—from entrepreneurship and financial planning to counseling, education, and the decision to specializ

Artificial intelligence is changing the way professionals work, and AI in financial planning is becoming an increasingly important part of that conversation. For physicians, financial planners, and other professionals whose careers depend heavily on knowledge and expertise, AI may create a different kind of disruption than previous technologies. Instead of primarily replacing physical or repetitive tasks, AI can increasingly perform tasks involving research, analysis, communi

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