What’s Inside the free guide

This no-fluff guide breaks down the updates every clinician needs to know before January hits, including:

• Use real projections (like the Vanguard College Cost Calculator) to plan based on facts instead of hope.

• 529 Plans Made Simple
  Tax-free growth, what counts as qualified expenses, state tax perks, rollover rules, and how to compare plans like a pro.

• UTMA Accounts Explained
  Understand the Kiddie Tax, when income is taxed at your rate vs. your child's, and how UTMAs impact future financial aid.

• Custodial Roth IRAs for Kids
  The sleeper wealth-builder: eligibility rules, contribution limits, tax-free growth, and how your child could hit $1M by retirement with as little as $5K/year.

• Step-by-Step “Millionaire Baby” Example
  A real scenario showing how early investing turns small contributions into generational wealth.

• Teaching Kids About Money (Scripts + Systems)
  The exact weekly habits I use at home to raise financially confident children.

Disclaimer: All testimonials from participants in this program are the valid opinions, findings, or experiences of individuals who generally have joined the Millionaires in Medicine Coaching Program. Results vary, are not typical, and rely on individual effort, time, and skill, as well as unknown conditions and other factors. We do not measure earnings or financial performance, and instead rely only on voluntarily shared and self reported data from clients.