Podcast Episode 91 – Anyone can be a DIY investor using the tax-efficient waterfall – Sarah Catherine Gutierrez

Episode 91 -Have you ever wanted to be a DIY investor but you just didn’t know where to start?  It’s not that hard.  All you need is a plan!  The tax-efficient waterfall investing strategy is a great roadmap that can turn any financial novice into a DIY investor in 8 easy steps.  This is a super-simple but incredibly powerful investing strategy.  Any would-be DIY investor should have no trouble getting great returns using these few very simple steps.  Sarah-Catherine Gutierrez is an author, blogger, and owner of Aptus Financial.  She has a great head for strategy and a heart for service.  If you think becoming a DIY investor is beyond your reach, think again!!  Let Sarah-Catherine show you how it’s done!!


Click here to download your free CME credits for listening to the show!


It’s time to Residency-Proof Your Marriage!

I’m excited to tell you about a new online course I’m launching called “Residency-Proof Your Marriage.”  I’ve seen way too many couples get divorced or see their relationships go sour during their medical career.  Medical training is an inherently divisive time, so you have to work to combat that! 

This online video course will coach you through setting expectations, communicating effectively, getting on the same page with finances, and keeping your relationship thriving during a difficult time.  Whether you’re in medical school, residency, or out in clinical practice, Residency-Proof Your Marriage is going to help you build a thriving medical marriage.  

This is a very inexpensive investment in your marriage.  A weekend marriage retreat will cost upwards of $1000 between food, registration, lodging, and vacation time.  This course is just a fraction of that cost and you can complete it on your own time!

The course is also eligible for CME credits, so you can use your employer’s CME funds to sign up.

Registration for the course is open NOW! 


Free Resource: 3 Critical Tools to Level Up Your Family’s Finances

Buying a house can and should be fun, but you’ve got to put in the work to do it right.  That’s why this week’s free resource is so valuable.  It’s a pdf download called “3 Critical Tools to Level Up Your Family’s Finances.”  It’ll help you create an easy budget that actually works, set some reachable financial goals, and communicate with your spouse about money without ending up in another money fight.  That way, you can save up for your house, or any other big purchase and get there with your sanity and your wallet intact.   You can download it for free by clicking here.



Check out the additional free resources available at The Scope of Practice!


Join the Business and Personal Finance for Physicians and Dentists Facebook Group!

Most physicians and dentists come out of training programs with a huge amount of personal debt and little to no idea of how to actually run a clinical practice.  This Facebook community is for anyone who wants to learn more about how to manage their business more successfully and master their personal finances.


Listen to the next episode

Full Disclosure: Some of the links to the resources listed above may be affiliate links, which means that I will receive a small commission if you click through and make a purchase. But it doesn’t cost you anything extra—it’s just a way to show you appreciate what we do here. Thanks for this.

business, early career, entrepreneur, investing, personal finance, taxes

Leave a Reply

Your email address will not be published. Required fields are marked *

Copyright © 2024 The Scope of Practice. All Rights Reserved.

Social Share Buttons and Icons powered by Ultimatelysocial