The standard physician retirement script runs three lines: sell the lake house, buy a condo in Scottsdale, golf until your knees give out. Fine. But it's a waste of what you've earned.
This week: five destinations drawing more retired physicians every year, with real costs, tax implications, and visa rules. Portugal. Hokkaido. Costa Rica. Egypt. European Christmas markets.
Physician income is complex. Your tax team should be built for it. Doc Wealth is physician-founded and works exclusively with 1099 and independent physicians.
Here's what sets us apart:
Tax planning, filing, entity formation, payroll, and bookkeeping all under one roof with prompt, dependable communication
We only work with independent physicians, so we know your income inside and out
Year-round guidance, not just tax season scrambling
Thousands of physicians rely on us to keep more of what they earn
Join Lightstone DIRECT’s Associate of Capital Formation, Annina Vaisanen, for an exclusive deep dive into our newest investment opportunity: Hidden Lakes Apartments.
Hidden Lakes is a 384-unit, garden-style multifamily community located in Grand Rapids, Michigan, one of the Midwest’s most resilient and fastest-growing markets. Acquired directly from the original developers, this well-maintained property has never been institutionally owned and is poised for operational improvements that will help drive additional value.
In this live briefing, Annina will break down how Lightstone plans to leverage its extensive local footprint to drive operational efficiencies, implement targeted upgrades, and deliver durable cash flow.
What We Will Cover:
The Acquisition Advantage: How we secured Hidden Lakes at an estimated 12% discount to comparable sales and a 40% discount to replacement cost.
The Business Plan: Our strategy to capture upside by bringing rents to market (currently sitting at a $100+/month discount to comps) without relying on heavy capital expenditures.
The "Home Court" Edge: How owning and self-managing over 10,000 multifamily units in Michigan gives Lightstone a massive advantage in operational execution and expense control.
Projected Returns: A detailed look at our underwriting, including our target 12.3% Proforma Net IRR and 7.4% Proforma Net Average Annual Cash-on-Cash return over an expected 4-year hold.
Unrivaled Alignment: Why Lightstone is investing 20% of the equity alongside our investors in this deal.
Join Letizia Alto, MD & Kenji Asakura, MD for an exclusive free training:
How to Buy Your First Rental Property This Year — and Build Real Cash Flow Outside of Medicine
This isn't a generic investing webinar. It's a physician-specific deep dive led by a dual-hospitalist couple who 15x'd their net worth through rental real estate and paid $0 in federal income tax for seven consecutive years — all while working full-time in medicine.
In this live training, they'll break down:
Why Rentals Beat the Standard Playbook: How income-producing properties are uniquely suited to high-earning physicians — and why mainstream investment advice quietly works against you
The Six-Way Pay Model: How a single well-bought rental generates cash flow, appreciation, equity paydown, tax savings, and more — simultaneously
Deal Screening in Under 5 Minutes: The cash-on-cash framework they use to cut bad deals fast, in any rate environment
The Tax Edge: How to use 100% bonus depreciation (now permanent) to legally offset your W2 income
The Real Time Commitment: What the first property actually takes — and why properties 2 through 10 get dramatically easier
The Physician's Guide to Disability & Life Insurance Coverage
From Earned
When: May 26th, at 2:30PM ET I 11:30AM PT
Physicians are often sold insurance policies without fully understanding what is and is not covered.
In this exclusive Physician on FIRE webinar, Dr. Stephanie Pearson, Managing Director of Earned Insurance, breaks down the physician insurance decisions that matter most. This session will focus specifically on physician disability insurance, life insurance, policy reviews, and understanding the critical details hidden in coverage language, exclusions, riders, and policy limitations.
Attendees will be able to:
Understand the key differences between physician disability and life insurance coverage options.
Identify common coverage gaps, exclusions, and policy limitations physicians frequently overlook.
Evaluate important disability insurance riders and physician-specific policy features.
Recognize common mistakes physicians make during the insurance application and underwriting process.
Apply practical strategies for reviewing physician insurance policies and making more informed coverage decisions.
Bonaventure is a principal-led multifamily real estate firm for accredited investors looking for passive real estate exposure.
Bonaventure is a principal-led multifamily real estate firm for accredited investors looking for passive real estate exposure.
They’ve invested $590M+ of their own capital alongside investors across 46 properties and 9,000+ units, with 26+ years of multifamily experience and $2.8B in assets under management.
Their portfolio is backed by 93% fixed-rate debt, which helps limit long-term rate sensitivity. If you’re looking at where passive multifamily real estate may fit in your portfolio, Bonaventure’s firm overview is a good place to start.