Physician Account Priority Guide

Most physicians know they should save for retirement.

The harder question is:

Where should your next dollar actually go?

Should it be your:

• 401(k) or 403(b)?

• HSA?

• 457(b)?

• Backdoor Roth IRA?

• Taxable brokerage account?

The answer isn't always the same—but having a framework makes every decision easier.

Inside this guide you'll discover:

✔️ How to think about account priority
✔️ Why tax-advantaged accounts matter
✔️ Where the 457(b) fits into the picture
✔️ Common mistakes to avoid

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Created by a Physician

Dr. Claudia Jarrin founded StethoWealth to help physicians gain clarity, confidence, and control over their financial future.