There's been a surge in interest around self-directed IRAs (SDIRAs), especially for real estate investments. With younger investors seeking alternatives to traditional markets, and social media amplifying the success stories, it can seem like a compelling option.

But while the idea of using an SDIRA to invest in real estate sounds attractive, the reality is more complex—and, for most people, it's far riskier than it appears. In this episode, we'll dive into why this strategy might be more trouble than it's worth, and how it introduces unnecessary risks and challenges for those looking to build long-term wealth.

The new year is coming up fast, and 2026 is bringing some major updates to retirement saving rules. These aren't small tweaks—many limits are jumping in ways we haven't seen in a long time.

That's great news if you're intentional about your planning because more room to save means more room to reduce taxes and grow wealth. Let's walk through the biggest changes and what they mean for you.

As we head into the final stretch of the year, this episode is about the conversation many ER docs end up having with us in April — when it's too late to change the outcome for the prior year. The goal today is to shift that conversation into the present, while you still have time to make meaningful adjustments.

There are several strategies that simply don't exist once the calendar flips, and we want to make sure you're not one of the physicians who finds out in February or March how much they could have saved. So before another year slips by, let's walk through what can still be done right now.