Money Management as a Pre-Med or Medical Student (Even if you have no money)

a medical book with a stethoscope on top of it
a medical book with a stethoscope on top of it
a medical book with a stethoscope on top of it
Build (or Repair) Your Credit Like a Boss  

Good credit is a gateway to better loan rates, housing opportunities, and even some jobs.  Here’s how to make sure your credit is thriving:  

  • Keep your credit utilization low. Ideally, use less than 30% of your available credit —  bonus points if you’re under 10%.  

  • Pay on time. Every time. Even one late payment can drag down your score.  

  • If you’ve got high balances, make a pay-down plan. The snowball (smallest debt  first) or avalanche (highest interest first) method works — but stick to one and crush  it.  

  • Leverage 0% interest credit cards for balance transfers. These give you breathing  room to pay oƯ principal without the interest monster breathing down your neck. 

  • Become an authorized user on someone’s account with an excellent, long-standing  credit history. This can boost your score in as little as 45 days — yes, before you  even start school.  

Budget for Real Life, Not Just the School Brochure  

Medical schools love to publish “cost of living” estimates. But here’s the truth: they often  underestimate reality.  

At my husband’s med school, students received about $30,000/year for living expenses.  For many single students, half of that went straight to rent. And that’s before buying 

groceries, paying utilities, or buying all those extra, necessary things they don’t mention in  the glossy brochure:  

  • Anki subscriptions  

  • Away rotations  

  • Licensing exams  

  • Laptops or technology  

  • Residency application fees  

Credit card debt can creep in fast when those “extras” pop up. Make a budget that factors  in the real numbers, not just the school’s version.  

Have an Emergency Fund — Yes, Even as a Student  

I recommend starting medical school with at least $10,000 (or 3 months of your expenses)  set aside for emergencies.  

  • Keep this in a high-yield savings account so it earns a little interest but stays liquid.

  • Life happens… and it’s rarely at a convenient time.  

  • Maybe you think you’ll “just budget” and skip travel, but then your cousin gets  married, or a family emergency takes you overseas. Better to be ready than to go into  debt when life calls.  

Get Creative with Scholarships & Support Programs  

Don’t overlook free money. There are tons of scholarships out there for writing a short  essay, demonstrating community involvement, or fitting certain demographic or geographic  criteria.  

Also, depending on your situation, you might qualify for:  

  • Medicaid instead of group health insurance — huge potential savings.  

  • Supplemental Nutrition Assistance Program (SNAP) Yes, future doctors qualify  sometimes!  

  • Other local or federal aid programs designed to bridge gaps. 

These programs are meant to help. You will absolutely pay your share of taxes later, so  release the guilt. This is your season to receive.  

Make Your Old Retirement Money Work for You  

If you’ve worked before medical school and have an old 401(k) sitting around, don’t just let  it gather dust. Consider converting it into a Roth IRA and investing in a diversified, low-cost  ETF portfolio.  

Here’s why this can be genius:  

  • A Roth IRA is a retirement account where you pay taxes now but all future growth  and withdrawals in retirement are tax-free.  

  • During medical school, if you’re not working, you might be in the lowest tax bracket  you’ll ever be in for the rest of your life (future attending salary = future big tax bill).  

  • Converting now means you pay minimal taxes at today’s rate — and then your  money can grow tax-free for decades.  

  • Choose low-cost ETFs that spread your investments across many companies and  industries so you’re not gambling your retirement on one stock.  

This isn’t just smart investing — it’s strategic wealth-building while you’re still in student  mode.  

The system isn’t built to make this easy for you. But every smart financial move you make  now is an investment in your future and your ability to serve patients without a mountain of  preventable debt.  

Think of financial preparation as your first diagnosis: your patient is your bank account, and  your treatment plan starts now. 



I’m Becky Vogt Lundeen — Certified Financial Planner®, feminist, and wife to a resident physician. I’ve seen firsthand how the medical education system can be both a dream-builder and a debt-maker. And here’s the thing: being financially secure in a system that expects you to be drowning in debt? That’s an act of rebellion. As a new attending, you now have the opportunity to take control of your finances and build the life you want. At TriHelix Wealth Collective, we help new attendings get their financial planning started so you can protect your wallet, your peace of mind, and your power.

I’m Becky Vogt Lundeen — Certified Financial Planner®, feminist, and wife to a resident physician. I’ve seen firsthand how the medical education system can be both a dream-builder and a debt-maker. And here’s the thing: being financially secure in a system that expects you to be drowning in debt? That’s an act of rebellion. As a new attending, you now have the opportunity to take control of your finances and build the life you want. At TriHelix Wealth Collective, we help new attendings get their financial planning started so you can protect your wallet, your peace of mind, and your power.

I’m Becky Vogt Lundeen — Certified Financial Planner®, feminist, and wife to a resident physician. I’ve seen firsthand how the medical education system can be both a dream-builder and a debt-maker. And here’s the thing: being financially secure in a system that expects you to be drowning in debt? That’s an act of rebellion. As a new attending, you now have the opportunity to take control of your finances and build the life you want. At TriHelix Wealth Collective, we help new attendings get their financial planning started so you can protect your wallet, your peace of mind, and your power.

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laptop computer on glass-top table
laptop computer on glass-top table
Investment Philosophy

I'm Steve Morris - a CFP® professional and have been in the industry for almost ten years. I started my adult life in education, spending ten years in outdoor education and teaching middle school social studies. After a major bout of burnout I stumbled into this career and despite having a deep apprehension around the financial services industry I fell in love with the long term relationships I could build with my clients.
I'm Steve Morris - a CFP® professional and have been in the industry for almost ten years. I started my adult life in education, spending ten years in outdoor education and teaching middle school social studies. After a major bout of burnout I stumbled into this career and despite having a deep apprehension around the financial services industry I fell in love with the long term relationships I could build with my clients.
a person stacking coins on top of a table
a person stacking coins on top of a table
Money Management in Residency

I’m Becky Vogt Lundeen — Certified Financial Planner®, feminist, and wife to a resident physician. I’ve seen firsthand how the medical education system can be both a dream-builder and a debt-maker. And here’s the thing: being financially secure in a system that expects you to be drowning in debt? That’s an act of rebellion. As a new attending, you now have the opportunity to take control of your finances and build the life you want. At TriHelix Wealth Collective, we help new attendings get their financial planning started so you can protect your wallet, your peace of mind, and your power.
I’m Becky Vogt Lundeen — Certified Financial Planner®, feminist, and wife to a resident physician. I’ve seen firsthand how the medical education system can be both a dream-builder and a debt-maker. And here’s the thing: being financially secure in a system that expects you to be drowning in debt? That’s an act of rebellion. As a new attending, you now have the opportunity to take control of your finances and build the life you want. At TriHelix Wealth Collective, we help new attendings get their financial planning started so you can protect your wallet, your peace of mind, and your power.
a medical book with a stethoscope on top of it
a medical book with a stethoscope on top of it
Money Management as a Pre-Med or Medical Student (Even if you have no money)

I’m Becky Vogt Lundeen — Certified Financial Planner®, feminist, and wife to a resident physician. I’ve seen firsthand how the medical education system can be both a dream-builder and a debt-maker. And here’s the thing: being financially secure in a system that expects you to be drowning in debt? That’s an act of rebellion. As a new attending, you now have the opportunity to take control of your finances and build the life you want. At TriHelix Wealth Collective, we help new attendings get their financial planning started so you can protect your wallet, your peace of mind, and your power.
I’m Becky Vogt Lundeen — Certified Financial Planner®, feminist, and wife to a resident physician. I’ve seen firsthand how the medical education system can be both a dream-builder and a debt-maker. And here’s the thing: being financially secure in a system that expects you to be drowning in debt? That’s an act of rebellion. As a new attending, you now have the opportunity to take control of your finances and build the life you want. At TriHelix Wealth Collective, we help new attendings get their financial planning started so you can protect your wallet, your peace of mind, and your power.
laptop computer on glass-top table
Investment Philosophy

I'm Steve Morris - a CFP® professional and have been in the industry for almost ten years. I started my adult life in education, spending ten years in outdoor education and teaching middle school social studies. After a major bout of burnout I stumbled into this career and despite having a deep apprehension around the financial services industry I fell in love with the long term relationships I could build with my clients.
a person stacking coins on top of a table
Money Management in Residency

I’m Becky Vogt Lundeen — Certified Financial Planner®, feminist, and wife to a resident physician. I’ve seen firsthand how the medical education system can be both a dream-builder and a debt-maker. And here’s the thing: being financially secure in a system that expects you to be drowning in debt? That’s an act of rebellion. As a new attending, you now have the opportunity to take control of your finances and build the life you want. At TriHelix Wealth Collective, we help new attendings get their financial planning started so you can protect your wallet, your peace of mind, and your power.
a medical book with a stethoscope on top of it
Money Management as a Pre-Med or Medical Student (Even if you have no money)

I’m Becky Vogt Lundeen — Certified Financial Planner®, feminist, and wife to a resident physician. I’ve seen firsthand how the medical education system can be both a dream-builder and a debt-maker. And here’s the thing: being financially secure in a system that expects you to be drowning in debt? That’s an act of rebellion. As a new attending, you now have the opportunity to take control of your finances and build the life you want. At TriHelix Wealth Collective, we help new attendings get their financial planning started so you can protect your wallet, your peace of mind, and your power.
a doctor showing a patient something on the tablet
Money Matters: Thriving Financially as a Brand-New Attending Physician

I’m Becky Vogt Lundeen — Certified Financial Planner®, feminist, and wife to a resident physician. I’ve seen firsthand how the medical education system can be both a dream-builder and a debt-maker. And here’s the thing: being financially secure in a system that expects you to be drowning in debt? That’s an act of rebellion. As a new attending, you now have the opportunity to take control of your finances and build the life you want. At TriHelix Wealth Collective, we help new attendings get their financial planning started so you can protect your wallet, your peace of mind, and your power.

TriHelix Wealth Collective, LLC (“TriHelix”) is registered as an investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. All investing comes with risk, including risk of loss. Past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by TriHelix or any of its advisory representatives), or any non-investment-related services, will be suitable for your portfolio or individual situation, or prove successful.

TriHelix Wealth Collective, LLC (“TriHelix”) is registered as an investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. All investing comes with risk, including risk of loss. Past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by TriHelix or any of its advisory representatives), or any non-investment-related services, will be suitable for your portfolio or individual situation, or prove successful.

TriHelix Wealth Collective, LLC (“TriHelix”) is registered as an investment adviser. Registration as an investment adviser does not imply a certain level of skill or training. All investing comes with risk, including risk of loss. Past performance may not be indicative of future results. There can be no assurance that any specific investment, investment strategy, or product (including the investments and/or investment strategies recommended or undertaken by TriHelix or any of its advisory representatives), or any non-investment-related services, will be suitable for your portfolio or individual situation, or prove successful.