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Our Guides.

Money presents unique challenges for medical sales pros.

While few careers match the financial potential of medical sales, increased income, tax obligations, and professional demands can result in costly errors and feelings of falling behind. That's why I created the guides - to help you regain control of your finances and build wealth with intention.

Build Wealth

Unleash Your Financial Freedom: 16 Expert Strategies to Build Wealth Faster through Equity Compensation, Savings Optimization, and Investment Mastery.

Reduce Taxes

Discover how to reduce your taxes with smart investments, turn your home office or rental property into a tax advantage, and save money by strategically managing investment losses.

401(k) Rollover

Learn about the two available options, the step-by-step process, and the critical factors to consider to ensure your rollover is the right move for your financial future.

Our Videos.

Here's what you can expect:

  • An original video video from me

  • Strategies on tax-reduction, investing, and financial planning

  • Creating an early exit strategy from medical sales

  • Utilize your equity comp and work benefits

  • Save strategically and use advanced investment strategies

Don't miss out on the weekly updates!

5Tax Moves Medical Sales Pros Can Make TODAY  #shorts
5Tax Moves Medical Sales Pros Can Make TODAY #shorts
Tax Deductions vs Tax Credits  What's the Difference? #shorts
Tax Deductions vs Tax Credits What's the Difference? #shorts
Tax Deductions vs. Tax Credits: What’s the Difference? * Tax Deductions: Imagine you're at a fancy restaurant. The deduction is like ordering a salad instead of the lobster. It lowers the bill (your taxable income), but you still have to pay taxes on the remaining amount. * Tax Credits: This is like getting a coupon for free dessert. It directly reduces the amount of taxes you owe, dollar for dollar. Which is better? Generally, tax credits are more valuable because they offer a bigger bang for your buck. But every little bit helps, so take advantage of both if you can! Need an example? Let's say you owe $5,000 in taxes. A $1,000 deduction might lower your tax bill by a few hundred dollars, depending on your tax bracket. But a $1,000 tax credit wipes out a whole chunk of your tax bill right away. Sweet! Check out my 20 smart tax moves guide in the bio area
5 Tax Moves MedSales Pros Can Make TODAY #shorts
5 Tax Moves MedSales Pros Can Make TODAY #shorts
5 Tax Moves Medical Sales Professionals Can Make TODAY 1. Maximize Retirement Contributions: Contribute the maximum allowed amount to your 401(k) or similar retirement plan. This reduces your taxable income for the year and sets you up for a future filled with golf, beaches, and maybe even a yacht (if those commissions were good) 2. Track Business Expenses: Keep meticulous records of all business-related expenses, including travel, meals (yes, even that questionable airport sandwich), and continuing education. These can be deducted from your taxable income. 3. Home Office Deduction: If you have a dedicated home office, you might be eligible for a deduction. Make sure you meet the IRS requirements. 4. Quarterly Estimated Taxes: If you have significant income outside of your regular paycheck, consider paying quarterly estimated taxes to avoid penalties. 5. Consult a Tax Professional: Tax laws can be complex, and a tax professional can help ensure you're taking advantage of all available deductions and credits. Check out my guide 20 Smart Tax Moves for Medical Sales Professionals there's a link in the description
Just have a plan...for your equity comp. 3 Smart Selling Strategies #shorts
Just have a plan...for your equity comp. 3 Smart Selling Strategies #shorts
3 Smart Selling Strategies for Your Equity Comp One critical fact about equity comp is that you need to have a strategy to cash out. If you don’t, then taxes or losses could be big factors. Here are 3 Selling strategies: * Predetermined plan: Decide in advance how much you want to sell and when, based on your financial goals and risk tolerance. * Trailing stop loss: Set a stop-loss order to automatically sell if the stock price drops below a certain level. This can help limit losses. * Regular selling: Sell a certain amount of stock on a regular basis, regardless of the price. This can help you avoid trying to time the market. Remember, there's no silver bullet for when to sell equity compensation. Just have a strategy. If you’d like to learn more click on my links