The Oread Blog

March 18, 2026

4 Personal Financial Planning Concepts Business Acquirers Almost Always Overlook

Buying a business? Don't overlook these 4 personal finance moves—estate plans, insurance, cash reserves & investment strategy for ETA owners.

Founder & Senior Wealth Advisor

The Physician's Guide to Using a 457(b) as a Retirement Planning Tool

Learn how physicians can use a 457(b) plan as a bridge to early retirement, maximize contribution limits, and integrate it into a tax-efficient retirement.

March 17, 2026

Tax Strategies Every Business Owner Should Use Before Retire

Taxes

Tax Strategies Every Business Owner Should Know Before Retirement

From cash balance plans to Roth conversions, here are the tax strategies business owners should be using in the years before retirement to keep more wealth.

March 11, 2026

How to Choose the Right Financial Advisor as a Physician

A physician's guide to finding a fee-only, fiduciary financial advisor. What to look for, red flags to avoid, and the right questions to ask before you hire.

March 10, 2026

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4 Personal Financial Planning Concepts Business Acquirers Almost Always Overlook

Buying a business? Don't overlook these 4 personal finance moves—estate plans, insurance, cash reserves & investment strategy for ETA owners.

March 18, 2026

The Physician's Guide to Using a 457(b) as a Retirement Planning Tool

Learn how physicians can use a 457(b) plan as a bridge to early retirement, maximize contribution limits, and integrate it into a tax-efficient retirement.

March 17, 2026

Taxes

Tax Strategies Every Business Owner Should Know Before Retirement

From cash balance plans to Roth conversions, here are the tax strategies business owners should be using in the years before retirement to keep more wealth.

March 11, 2026

How to Choose the Right Financial Advisor as a Physician

A physician's guide to finding a fee-only, fiduciary financial advisor. What to look for, red flags to avoid, and the right questions to ask before you hire.

March 10, 2026

Selling Your Medical Practice or Business? How to Keep More of What You've Built

Selling a medical practice or business? Discover tax strategies that can save high-net-worth owners $500K+ at the closing table.

March 2, 2026

How Much Do Doctors Need to Retire? A Physician’s Guide to Retirement Savings

Wondering if you're on track? Learn how much physicians need to retire, savings benchmarks by age, and tax strategies to reach financial independence faster.

March 2, 2026

Financial Strategy for High-Net-Worth Physicians

The $3 Million Threshold: Why High-Net-Worth Physicians Need a Different Financial Strategy

At $3M+ in wealth, physicians face unique tax traps and risks. Learn the strategies that protect and grow high-net-worth physician finances.

February 23, 2026

Physicians meeting over coffee to discuss tax and investing

5 Smart Tax Strategies for Doctors to Optimize Tax Savings

Smart tax planning follows a physician through every career stage. Learn 5 proven strategies doctors use to cut their tax bill and grow wealth.

February 19, 2026

Business owner on a job site reviewing a 338h10 sale offer

338(h)(10) Sales Explained: What Every Business Owner Needs to Know Before Signing a Letter of Intent

A 338(h)(10) election can mean the difference between walking away with $6 million and walking away with $4.5 million, even if the purchase price never changed.

February 17, 2026

Finances

The 5 Best Financial Advisors in Kansas City to Consider [2026 Update]

Looking for a financial advisor in Kansas City? Compare top fee-only, fiduciary advisors — what to look for, questions to ask & how to find the right fit

February 8, 2026

Image of a sample financial plan built by a CFP or CERTIFIED FINANCIAL PLANNER

What a CERTIFIED FINANCIAL PLANNER™ Actually Does for You (And Why It Matters More Than You Think)

Most people think hiring a financial planner is about picking better investments. The reality is far more valuable than that.

February 2, 2026

Physician's Guide: Comparing 401(a), 401(k), 403(b), & 457(b) Retirement Plans

Having access to and a clear understanding of a 401(a), 403(b), 401(k), or 457(b) plan is incredibly valuable, but picking the best plan for you is also crucial

February 1, 2026

HSA Tax Saving Strategy for High Income Doctors, Physicians & Business Owners

HSA Tax Strategy for Physicians, Business Owners & High-Income Earners (2026 Guide)

Learn how physicians & business owners can use an HSA to save on taxes, invest for retirement, and build long-term wealth. 2026 contribution limits included.

January 6, 2026

Business owners shaking hands as they sell a business

Finances

Selling Your Business: 5 Steps to a Tax-Smart & Profitable Exit

Planning to sell your business? Learn 5 essential steps for a tax-smart, profitable exit, from mapping timelines to building your professional advisory team.