As I have started writing more and trying more services and companies, I thought it would be useful to put together a list of sites/services I recommend.


Here is a quick list of site sponsors and services provided.

Financial planning and insurance:

Our paid site sponsors all have been vetted by me and offer services that I believe are potentially useful for anyone reading this site. I recommend these services. If you are interested in supporting this site and need the services, then please click on a picture below or on the side –> over there. I get paid a fixed monthly amount to display the banners. Thanks for understanding that this is a for profit site!

Certified financial planners

Mr. Keller and his colleagues focus on income protection and wealth accumulation for physicians. They cover a lot of ground from asset protection to tax minimization and the other aspects of financial planning. If you are looking for an advisor, this group is a good one to team up with. Check them out here.


Anjali Jariwala is a CPA and CFP®. She founded FIT Advisors to provide comprehensive Financial Planning, Investment Management and Tax Planning services.  She uses an innovative business model that is evidence-based and aligns closely with the needs of physicians and business owners. Further, by investing in some of the most powerful tools in the industry, she can work with clients virtually. As your financial life planner Anjali will help you discover and reach your life goals while building a secure future. If you want to know more then click here.



I am happy to have MedInsure Group sponsor this site. I personally use this groupfor my home, auto, and umbrella policy. So what is MedInsure Group, they are a full-service insurance agency serving the medical community and they are growing steadily, mainly through referrals and word of mouth. Using a consultative approach, they assess a client’s personal and commercial needs, shop those needs through a number of top-tier carriers, and then take the time to present solutions so their clients can choose how to balance coverage vs cost. You can reach them here to learn about their no cost, no obligation review process. 877-403-8584 or Click here to check them out.


If it is for what web services I use, then check out below. I have financial relationships with some of the recommended products below. If you use their services through this website I will get a commission. Thank you for supporting this site.


Blog/website hosting: Blue Host

For blog/website hosting I recommend Blue Host. Their service has been easy to use, including a simple Word Press install and good technical support. If you want to know who to start a blog then check out my post, Starting a blog!




Living trusts and wills: Legal Zoom

I put together my living trust through Legal Zoom for under $300. It was an affordable way to get my financial house in order and I recommend it for anyone who has dependents and a significant amount of assets. It not only protects your assets from going into probate, but you can also determine how your kids will be raised if you and your spouse die. I have written about how to set up a Revocable Living Trust through Legal Zoom and what assets to put into the trust.


Affilate marketing course: Making Sense of Affiliate Marketing

I used Michelle Schroeder-Gardner’s course to learn how to optimize affiliate marketing for my site. She goes from the basics of affiliate marketing  to requirements and disclosures and more. There are additional bonus lessons including one where she has a guest post that discusses how to optimize Pinterest. She also has a lesson on what to do when something goes viral. I have yet to have a post go viral, but when it does I will be ready. I definitely found value in this course and recommend it if you are interested in learning more about affiliate advertising.


Shopping: Amazon

I love Amazon and use them all the time. Amazon is likely our biggest monthly expense outside of our mortgage and groceries. We purchase almost everything from there including toys, clothes, and toiletries. The benefit is convenience, the downside is convenience. I am sure some purchases made are not needed, but with an easy return policy it is hard to argue with it’s service.


I have enjoyed reading a fair number of books over the years and below is a list of books I recommend for anyone interested. If you do click on the link and by the book, Amazon will give me a little cash.



Children and mindfulness

Penguin problems by Jory John

Zen ties by by Jon Muth



First if you are looking for Finance books for upcoming high school and college graduates then check out my post: Finance books for recent grads!

Here are some of my favorite books:

The White Coat Investor: A Doctor’s Guide to Personal Finance and Investing by James Dahle

The Millionaire Next Door: The Surprising Secrets of America’s Wealthy by Thomas Stanley

The Richest Man in Babylon by George Samuel Clason

I will teach you to be rich by Ramit Sethi

Your Money or Your Life by Vicki Robin

Simple Path to Wealth by Jim Collins


Asset protection

Asset protection for physicians and high risk business owners by Robert Mintz


There you have it. The products I use recommended for your use.

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