Earn more, spend efficiently, invest well, and live life on your terms! Quick and easy financial literacy at a great price!

Editor's Choice
Creating Generational Millionaires
Generational Wealth, Editor's Choice
Creating Generational Millionaires
Generational Wealth, Editor's Choice

Roth IRAs and 529 plans are great ways to transfer wealth. Let’s not overlook knowing what to do with that wealth. This entry discusses the TFC family plan for giving kids a financial boost as they leave the nest. Actual contributions are low because time is the heavy lifter. This allows the parents to stay on course and the kids to start a step ahead.

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Generational Wealth, Editor's Choice
Locum CRNA: Financially Independent in 5 Years
Locum, CRNA, SRNA, Editor's Choice
Locum CRNA: Financially Independent in 5 Years
Locum, CRNA, SRNA, Editor's Choice

The locum lifestyle can set up a CRNA for retirement in 5 years. Yep, 5 years of locum work pays for a middle class lifestyle. Amazing for those looking to end the need for earned income.

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Locum, CRNA, SRNA, 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
Recent Blog Posts
Ignorance Debt: Your Most Expensive Expense
Ignorance Debt: Your Most Expensive Expense

Ignorance debt plagues all of us. Learn what it is and how to manage it. Learn quickly. Fail fast.

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Time Value of Money
Time Value of Money

The time value of money relates to a dollar today vs a dollar tomorrow. How to handle opportunity cost, investing, and inflation to maximize the time value of your earnings. Don’t allow you buying power to needlessly erode.

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Frontload Accounts to Increase Returns
Frontload Accounts to Increase Returns

Discover the benefits of frontloading your tax-advantaged accounts to maximize investment returns. This blog post explains how contributing early in the year to IRAs, HSAs, and Solo 401(k)s can give your money more time for tax-advantaged growth and compounding. Learn from a self-employed investor’s experience of fully funding $162,550 in accounts by April, the psychological and financial advantages of early contributions, and important considerations for both W-2 and 1099 earners. Find out when frontloading makes sense, potential pitfalls, and how this strategy can help you reach your financial goals faster.

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5 Preventable Financial Errors
5 Preventable Financial Errors

Discover the five most common financial mistakes that can hinder your path to financial success. Avoiding these pitfalls is essential for building lasting wealth and security.

By recognizing and addressing these common financial errors, you can take control of your financial future and achieve your long-term goals.

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Spilled jar of coins, including pennies, nickels, dimes, and quarters, on a surface.

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.

Black and white Wall Street sign in New York City.

Where to invest?

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

Laptop with open notebook and pen on wooden desk, next to coffee mug, flower vase, and glass jar, by a window.

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!