The Physician Philosopher

The Physician Financial Toolkit

 

What you'll get in the Physician Financial Toolkit:

  • Annual Savings Calculator: Know how much you need to save to retire by the age you want.
  • Backward Budgeting (Cash Flow Planning) Tool: A budget that works backward from your savings goal to help you follow the save first, spend what's left principle.
  • Track your progress with the Budget and Net Worth Tracker
  • Functionality for both residents/fellows and attending physicians
  • Federal + all 50 state tax calculations, MFJ and single filing
  • Free updates through the 2026 tax year

Note: Delivered as an Excel file (.xlsx) immediately after purchase. Requires Microsoft Excel or a compatible spreadsheet app.Not financial advice; for educational use alongside your CPA and financial advisor.