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Recent Blog Posts
1099: 13 Easy Steps to Get Started
1099: 13 Easy Steps to Get Started

Transitioning to 1099 contractor work seems intimidating. This entry acts as my checklist to getting started. It’s everything you need to cause trouble and allow your focus to remain on medicine.

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5 Reasons You Aren’t Winning With Money
5 Reasons You Aren’t Winning With Money

Here are 5 financial setbacks I have experienced. This is a good read and an opportunity for reflection. Maybe these apply to you without your knowing.

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Permission to Spend: The Importance of Discretionary Dollars
Permission to Spend: The Importance of Discretionary Dollars

Discretionary spending is a reality. Being aware of its impact plays a significant role in personal finances. This entry is about making the most of your discretionary allotment.

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Buying Index Funds: A Step-by-Step Walkthrough with Screenshots
Buying Index Funds: A Step-by-Step Walkthrough with Screenshots

Self-managing your investments sounds daunting. Allow me to walk you through the process of buying index funds such as VTSAX and VTI. This simple process takes minutes and will have you questioning the need for your current financial advisor.

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Editor's Choice
Why you Need to Join the FIRE Movement
Money Management, Editor's Choice
Why you Need to Join the FIRE Movement
Money Management, Editor's Choice

Financially Independent, Retire Early. Sounds nice right?! It’s a financial movement you need in your life whether you are just starting out or closing in on retirement.

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Money Management, Editor's Choice
CRNAs: Financially Independent within 10 Years
CRNA, SRNA, Editor's Choice
CRNAs: Financially Independent within 10 Years
CRNA, SRNA, Editor's Choice

What if I told you most CRNAs could be financially independent and retire from anesthesia within 10 years of passing boards? It’s not as difficult as it sounds and I’ll show you why. Read to find out just how easy it is to retire in a decade with anesthesia income.

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CRNA, SRNA, Editor's Choice
Pitfalls of Wealth Accumulation
Money Management, CRNA, SRNA, Editor's Choice
Pitfalls of Wealth Accumulation
Money Management, CRNA, SRNA, Editor's Choice

Living paycheck to paycheck on a CRNA salary is easier than one might think. Avoid these bad decisions to ensure your escape from the rat race. We have a great profession, but it’s nice to have an exit plan.

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Money Management, CRNA, SRNA, Editor's Choice
Factors of Wealth Building: The Accumulation Phase
Money Management, CRNA, SRNA, Editor's Choice
Factors of Wealth Building: The Accumulation Phase
Money Management, CRNA, SRNA, Editor's Choice

There are two phases of wealth building and this article speaks to the “accumulation phase.” How to grow a money tree that produces enough fruit to support your way of life.

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Money Management, CRNA, SRNA, Editor's Choice

Losing track of your money?

If you are looking for a financial launching point, find plenty of content about managing your money, budgeting, paying off debt, and saving for retirement.

Where to invest?

Investing is overwhelming. The Financial Cocktail explains your best options depending on your goals, personality, and situation.

Need financial coaching?

Working with a financial coach is extremely beneficial for those looking to improve their financial situation and achieve their financial goals.

Welcome to The Financial Cocktail! Healthcare providers dedicate years studying medicine, but often times overlook personal finance. It’s unfortunate to see so many hardworking individuals struggling to make ends meet when they could be flourishing financially.

My learnings are posted throughout the site for your viewing. The weekly Tuesday blog is where I share my experiences, triumphs, and shortfalls. I take pride in strengthening the healthcare community.

Make the most of your hard work and take control of your financial future!