The Successful Young Doctor

Everything a Young Doctor Needs to Know About Money

By Josh Lantz, CRPC®


Written for residents, fellows, and young doctors a few years out of practice.

Doctors, this book was designed to give you the vital information about your finances that you absolutely need to know prior to going into practice. Your time is valuable, so this book was written to be a quick and easy read without the fluff. Just what you absolutely need to know to be financially successful.

Within these covers, you will discover our proven strategies for improving your financial life in these critical areas: student loan tactics, PSLF, non-PSLF options, budgeting, home buying, investing, basics, long-term disability, retirement planning, education, planning, life, insurance, family planning, child, contracts, and more.

It also covers successful doctor, mindset, tax strategies, negotiating, and even ways to increase your compensation. Not too much information—just enough, so you can feel confident to start your financial journey.

Good luck as you start your career and remember your future self will thank you for making good financial choices today.

Order your copy today!

About the Author

With over 16 years of financial planning experience, Josh has worked on more than 500 doctors’ financial plans. “It’s very hard to find a doctor’s situation I haven’t seen before,” says Josh. This is only a snapshot of the expertise Josh brings to MD Financial. When he is not meeting with doctors Josh oversees the portfolio management for the firm.

Josh is committed to helping all of our doctors feel more secure about their financial future. “In order to do that I know it takes not only the educational training of my profession, but also attention to detail, an understanding of the unique circumstances and stressors our doctors face, and clear communication of a complex financial world. A high level of service is very important to our doctors, and we are happy to help them, we consider it an honor to serve who we do,” Josh explains. With sharp organizational skills and a critical eye to detail, Josh works diligently with all of our teams to coordinate and deliver that exceptional level of service.