Earned Wealth
Hard-working people deserve hard-working money. We’ve created the financial advisory we believe doctors deserve.
29/05/2024
📣 Exciting news: Earned* has acquired Thomas Doll
Thomas Doll is a terrific firm that has been committed to meeting the unique financial needs of medical and dental professionals for over sixty years. Thomas Doll’s and Earned Wealth’s values, cultures, philosophies and service offerings are closely aligned, and this combination will expand our capabilities and enhance our commitment to serving our clients with excellence. We’re excited to further our mission of maximizing the wealth and well-being of physicians and dentists, liberating them from financial stress so they can focus on what they do best.
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*Thomas Doll will be acquired by an affiliate of Noho Financial, Inc., d/b/a Earned Wealth (“Earned Wealth”)
06/11/2023
Our November advisor feature is Earned's very own Coleman Levy!
Cole is an Associate Wealth Advisor who joined us recently. He hails from a diverse background working at large asset management firms and boutique advisories. As an advisor, Cole is motivated to provide tailored, nuanced financial advice to his clients, and believes that the future of wealth management is augmented by technology.
Swipe on to read more about Cole's story!
What are your financial values?
For Dr. Frey, it’s authenticity and transparency.
The authenticity to be truthful to his financial journey through the highs and lows, and the transparency to share his mistakes throughout the entire way.
There is no one perfect route for going towards financial freedom! 🛣️
Real estate investors, do you know of this powerful tool? Delaware Statutory Trusts have many attractive advantages such as:
➡️Passive cash flow
➡️Diversification across commercial property
➡️Deferral of capital gains taxes
Setup and getting started can be a bit complex, but you may find the rewards to be well worth the paperwork.
Earned can help you get started today! Link in bio to book a call.
Behind each financial success story is a million little steps by someone striving to reach a better tomorrow.
Dr. Frey is still on his own financial journey, and he hopes to inspire fellow physicians along the way!
New trailer just dropped 🔥
We’re Earned Wealth, and we’re the physician wealth advisory, helping YOU keep more of what you’ve earned.
14/10/2023
Physicians, have you thought about your wealth growth plan? It’s never been a better time to do so now.
For participants at Anesthesiology 2023, spot our bright green Earned table to speak with our representative Jack!
Earned 🤝 Prudent Plastic Surgeon
We’re excited to continue working with Dr. Frey and furthering the cause of improving physician wealth management and financial health!
09/10/2023
This month's Q&A feature is Earned's very own Managing Director, Myhanh Hoskin!
Read on for Myhanh's gems on her must-know financial tip for physicians trying to wrangle their finances, what to expect when working with a wealth advisor, and a different perspective on financial freedom!
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Disclosure: Advisory services offered through Earned Wealth, an SEC-registered investment adviser. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
06/10/2023
You may want to dust off your Roth 401K.
A recent report found that only 17% of workers made deposits into these post-tax retirement accounts.
However, these no-income cap accounts are perfect for high earners like physicians and great vehicles for tax free investment growth.
Read on for more on these special accounts and how they can become a powerful strategy for your wealth growth.
Earned Wealth Earned Wealth - The first comprehensive wealth manager exclusively for physicians
Curious to know how became the Prudent Plastic Surgeon online? Well, it all started with a burning desire to improve his own personal financial life.
Listen on for the origin story, as told by Dr. Frey himself!
Introducing our Dr. Jordan Frey aka The Prudent Plastic Surgeon!
Dr. Frey is a plastic surgeon based in Buffalo, New York with a special focus on breast reconstruction after cancer. In his spare time, he runs The Prudent Plastic Surgeon, a platform dedicated to informing and helping other physicians improve their financial lives!
We love Dr. Frey’s story, and we can’t wait to share more on his financial journey, aspirations, and future.
Like and follow for more physician spotlights! Find Dr. Frey here and
prudentplasticsurgeon.com
01/10/2023
Leaving a fortune behind?
Since the Secure Act was passed in 2020, beneficiaries now have just 10 years from the death of the original account holder to draw down funds from inherited 401Ks and Roth IRAs. This means that a sizable tax bill will apply.
Read on for Earned’s tax-reducing strategies. Your heirs will thank you later on.
Earned Wealth Comprehensive 360° wealth management that physicians deserve
Just like your iPhone, your life insurance policy can get an upgrade too.
Today we cover the 1035 exchange, a powerful tool for upgrading your current insurance policy, tax-free. Watch on to find out how.
25/09/2023
If you're a working physician, chances are, you've signed a non-compete agreement, designed to protect employers from competitor poaching.
With new legislation, this may be changing for American workers. A new sentiment has emerged that non-competes infringe upon American workers' employment and earning potential.
FTC movements and state legislation are popping up all over the US and pushing to abolish or limit these agreements.
Do you think abolishing and limiting non-competes is a step in the right direction? Sound off below.
https://buff.ly/466IXlE
Earned Wealth | The Changing Landscape of Physician Noncompete Agreements Comprehensive 360° wealth management that physicians deserve
Feeling generous? Myhanh busts the myth on the gift tax limit and shares how you can go beyond the stated $17000.
In fact there’s even a way to gift an unlimited amount of money 💴
Watch on to find out how!
19/09/2023
We're on the front page of www.podiatry.com!
We're excited to host a free session discussing the 5 most costly tax mistakes, and our recommendations on how to avoid them. Our CEO, John Clendening, will be moderating the talk run by Bill Martin, our Chief Wealth Advisor.
Expect to take away:
1) Specific tax challenges that physicians often encounter
2) Practical strategies and tax-saving opportunities.
3) Insights into effective tax strategies.
4) Learn from real-life case studies and expert guidance on how to make informed decisions that positively impact their financial future.
Streaming live next week, September 26 EDT. Register now to save your spot, and don't miss out!
https://us02web.zoom.us/webinar/register/WN_f0oJ4EoARu2Zro39ctQ8nQ #/registration
14/09/2023
“A real-estate haven turns perilous”.
Historically, multi-family home investments were viewed as stable income generators, even during market turbulence.
But that too seems to be changing. High interest rates have driven down property values and cut into returns on investments.
Read on below for our take on this developing trend.
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If you’re a physician concerned with the effect of interest rates on your portfolio, consider contacting Earned.
We are ready to help assess your portfolio, help with risk mitigation, and better ensure the long-term health of your finances.
Report: Multi-family Real Estate Investors About to Hit Turbulence As the Wall Street Journal reports, those who invested in multi-family buildings are facing mounting debt and adverse market conditions. These investments have become popular with physicians over recent years, posing a possible threat to their portfolio.
11/09/2023
A new booth for our fresh rebranded look!
Brian is repping Earned at the Congress of Neurological Surgeons Annual Meeting in DC.
Stop by to say hi and get more information on physician wealth building 🧠
09/09/2023
Physicians, here’s a financial perk for you.
Physician loans are special loan programs designed by certain banks to accommodate the unique financial conditions of a physician’s career.
These fluctuating interest rate loans are designed to be flexible with down payment amount and typically have no PMI (private mortgage insurance).
Would you consider taking a physician loan? Swipe to read more!
07/09/2023
This is your friendly reminder to update and/or create your estate plan 📝
With Earned, Dr. Amanda Magrini feels that she can see the big financial picture, similar to her methodology of practicing family medicine. A marked difference from previous experiences.
With us, she feels like she’s and is well on her way to enjoying the fruits of her hard work for years to come. We couldn’t be more proud to be a part of her financial journey.
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Disclosure: Testimonials provided by current clients. Clients are not paid for providing testimonials.
Advisory services are offered through Earned Wealth, an SEC-registered investment adviser. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
02/09/2023
Catch us at Psych Congress 2023 in Nashville, Tennessee.
We’re proud to be exhibiting at the nation’s number one conference on practice psychopharmacology.
Stop by our booth to chat with our team members on the future of physician wealth management!
It’s that time again…Myhanh is BACK to bust the myth around taking social security benefits at a later age. So which age is right?
Well, like most things in life…the answer isn’t entirely black or white. Watch on to find out.
Like and follow for more financial mythbusters!
Today, Bill runs through 1031 exchanges, a strategy for physician real estate investors.
Watch as he explains how this move can help defer capital gains taxes until it’s time to cash in!
25/08/2023
Deciding when to retire is a personal choice. For many, there is the looming question of “How long will my retirement actually be?”
Fortunately, there are several proven strategies that can help retirement savings last longer.
Read our new blog post to learn more!
Making Sure Your Retirement Savings Last: 5 Strategies for Physicians There are several proven strategies that can help retirement savings last longer to better ensure a comfortable retirement.
Dr. Frank Stadler and likens Earned to the conductor of an orchestra 🎼
Listen to the full story on YouTube! Link in bio to check out.
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Disclosure: Testimonials provided by current clients. Clients are not paid for providing testimonials.
Advisory services are offered through Earned Wealth, an SEC-registered investment adviser. The information in this material is not intended as tax or legal advice. It may not be used for the purpose of avoiding any federal tax penalties. Please consult legal or tax professionals for specific information regarding your individual situation.
21/08/2023
Physicians, come retirement time, are you financially ready?
Whether you're about to throw your retirement party, or still striving towards it, here are five tips to help with your financial planning.
Physicians, you've spent a lifetime treating patients, let's ensure that you get to enjoy the fruits of your labor.
Of course, Earned Wealth is here to answer all your retirement questions! Our advisors are ready and on hand for consultation. Link in bio to book!
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