Financial Planning Basics for Doctors

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Release : 2019-01-25
Genre : Business & Economics
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Book Rating : 13X/5 ( reviews)

Financial Planning Basics for Doctors - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Financial Planning Basics for Doctors write by Marshall Weintraub. This book was released on 2019-01-25. Financial Planning Basics for Doctors available in PDF, EPUB and Kindle. Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include student loans, home buying, disability insurance, estate planning, college planning, retirement planning, investments, and behavioral finance, among many others. Each chapter starts with the basics before addressing more advanced concepts, frequently with examples and graphs, and concludes with a concise summary of the key takeaways. Throughout the book, there are links to free downloadable spreadsheets and a planning checklist to help you jump-start and organize your financial plan. The content provided is a result of the feedback the authors have received over thousands of meetings with doctors, condensed into a thorough overview of the most relevant ideas. Teaching hospitals do an excellent job of training our next generation of doctors, yet most new physicians graduate without having had a class on managing their finances. This book was written to fill that knowledge gap. Marshall Weintraub, Michael Merrill, and Cole Kimball are financial advisors with Finity Group, LLC, a financial planning firm specializing in working with doctors.

The White Coat Investor

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Release : 2014-01
Genre : Business & Economics
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Book Rating : 100/5 ( reviews)

The White Coat Investor - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook The White Coat Investor write by James M. Dahle. This book was released on 2014-01. The White Coat Investor available in PDF, EPUB and Kindle. Written by a practicing emergency physician, The White Coat Investor is a high-yield manual that specifically deals with the financial issues facing medical students, residents, physicians, dentists, and similar high-income professionals. Doctors are highly-educated and extensively trained at making difficult diagnoses and performing life saving procedures. However, they receive little to no training in business, personal finance, investing, insurance, taxes, estate planning, and asset protection. This book fills in the gaps and will teach you to use your high income to escape from your student loans, provide for your family, build wealth, and stop getting ripped off by unscrupulous financial professionals. Straight talk and clear explanations allow the book to be easily digested by a novice to the subject matter yet the book also contains advanced concepts specific to physicians you won't find in other financial books. This book will teach you how to: Graduate from medical school with as little debt as possible Escape from student loans within two to five years of residency graduation Purchase the right types and amounts of insurance Decide when to buy a house and how much to spend on it Learn to invest in a sensible, low-cost and effective manner with or without the assistance of an advisor Avoid investments which are designed to be sold, not bought Select advisors who give great service and advice at a fair price Become a millionaire within five to ten years of residency graduation Use a "Backdoor Roth IRA" and "Stealth IRA" to boost your retirement funds and decrease your taxes Protect your hard-won assets from professional and personal lawsuits Avoid estate taxes, avoid probate, and ensure your children and your money go where you want when you die Minimize your tax burden, keeping more of your hard-earned money Decide between an employee job and an independent contractor job Choose between sole proprietorship, Limited Liability Company, S Corporation, and C Corporation Take a look at the first pages of the book by clicking on the Look Inside feature Praise For The White Coat Investor "Much of my financial planning practice is helping doctors to correct mistakes that reading this book would have avoided in the first place." - Allan S. Roth, MBA, CPA, CFP(R), Author of How a Second Grader Beats Wall Street "Jim Dahle has done a lot of thinking about the peculiar financial problems facing physicians, and you, lucky reader, are about to reap the bounty of both his experience and his research." - William J. Bernstein, MD, Author of The Investor's Manifesto and seven other investing books "This book should be in every career counselor's office and delivered with every medical degree." - Rick Van Ness, Author of Common Sense Investing "The White Coat Investor provides an expert consult for your finances. I now feel confident I can be a millionaire at 40 without feeling like a jerk." - Joe Jones, DO "Jim Dahle has done for physician financial illiteracy what penicillin did for neurosyphilis." - Dennis Bethel, MD "An excellent practical personal finance guide for physicians in training and in practice from a non biased source we can actually trust." - Greg E Wilde, M.D Scroll up, click the buy button, and get started today!

Essentials of Personal Financial Planning

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Release : 2018-09-21
Genre : Business & Economics
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Book Rating : 233/5 ( reviews)

Essentials of Personal Financial Planning - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Essentials of Personal Financial Planning write by Susan M. Tillery. This book was released on 2018-09-21. Essentials of Personal Financial Planning available in PDF, EPUB and Kindle. ESSENTIALS OF PERSONAL FINANCIAL PLANNING Essentials of Personal Financial Planning was written to challenge the status quo by promoting personal financial planning (PFP) as a profession, not as a sales tool to gather assets under management or facilitate sales of insurance products. The book takes a comprehensive and integrated approach to PFP for accounting students, allowing them to view the profession through the lens of a CPA – with integrity and objectivity. This book systematically introduces the essentials of all the major PFP topics (estate, retirement, investments, insurance, and tax), as well as: The PFP process, concepts and regulatory environment. Professional responsibilities of a CPA personal financial planner and the requirements of the Statement on Standards in PFP Services. Time value of money concepts. The book then builds on these foundational concepts, showing their interconnectivity and professional opportunities, to provide a deeper understanding of PFP and its application. After reading this book, students will be able to apply the knowledge and skills gained from this course to have an immediate and long-term positive impact for themselves and for the clients they serve.

Comprehensive Financial Planning Strategies for Doctors and Advisors

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Release : 2014-12-09
Genre : Business & Economics
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Book Rating : 297/5 ( reviews)

Comprehensive Financial Planning Strategies for Doctors and Advisors - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Comprehensive Financial Planning Strategies for Doctors and Advisors write by David Edward Marcinko. This book was released on 2014-12-09. Comprehensive Financial Planning Strategies for Doctors and Advisors available in PDF, EPUB and Kindle. Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.Traditional g

Financial Planning Handbook for Physicians and Advisors

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Release : 2005
Genre : Physicians
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Book Rating : 790/5 ( reviews)

Financial Planning Handbook for Physicians and Advisors - read free eBook in online reader or directly download on the web page. Select files or add your book in reader. Download and read online ebook Financial Planning Handbook for Physicians and Advisors write by David Edward Marcinko. This book was released on 2005. Financial Planning Handbook for Physicians and Advisors available in PDF, EPUB and Kindle. Financial Planning for Physicians and Advisors describes a personal financial planning program to help doctors avoid the perils of harsh economic sacrifice. It outlines how to select a knowledgeable financial advisor and develop a comprehensive personal financial plan, and includes important sections on: insurance and risk management, asset diversification and modern portfolio construction, income tax and retirement planning, and succession and estate planning. When fully implemented with a professional's assistance, this book will help physicians and their financial advisors develop an effective long-term financial plan.