Physician Wealth Management Made Easy: How to Build and Protect Your Wealth in Uncertain Times

Physician Wealth Management Made Easy: How to Build and Protect Your Wealth in Uncertain Times PDF Author: Michael Zhuang
Publisher: Lioncrest Publishing
ISBN: 9781619617926
Category : Medical
Languages : en
Pages : 216

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Book Description
You've worked hard for the privilege of practicing medicine. Now it's time to protect and grow your well-earned wealth. Financial advisor Michael Zhuang understands the unique challenges facing physicians today. His concise, accessible guidebook can help you secure a healthy financial future for yourself and your loved ones. Many issues can impact a physician's finances, from student debt to malpractice litigation to an unreliable, ever-changing healthcare system. Often, doctors are too busy or ill-equipped to handle money matters. Zhuang makes it easy, using real-world examples and taking every factor into consideration while providing invaluable techniques for: -Minimizing taxes -Shielding your assets from being unjustifiably taken -Investing confidently and safely -Selecting the best advisors -And more Whether you're in private practice or employment-based, just starting out or nearing retirement, Physician Wealth Management Made Easy will help you make all the right financial moves.

Physician Wealth Management Made Easy: How to Build and Protect Your Wealth in Uncertain Times

Physician Wealth Management Made Easy: How to Build and Protect Your Wealth in Uncertain Times PDF Author: Michael Zhuang
Publisher: Lioncrest Publishing
ISBN: 9781619617926
Category : Medical
Languages : en
Pages : 216

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Book Description
You've worked hard for the privilege of practicing medicine. Now it's time to protect and grow your well-earned wealth. Financial advisor Michael Zhuang understands the unique challenges facing physicians today. His concise, accessible guidebook can help you secure a healthy financial future for yourself and your loved ones. Many issues can impact a physician's finances, from student debt to malpractice litigation to an unreliable, ever-changing healthcare system. Often, doctors are too busy or ill-equipped to handle money matters. Zhuang makes it easy, using real-world examples and taking every factor into consideration while providing invaluable techniques for: -Minimizing taxes -Shielding your assets from being unjustifiably taken -Investing confidently and safely -Selecting the best advisors -And more Whether you're in private practice or employment-based, just starting out or nearing retirement, Physician Wealth Management Made Easy will help you make all the right financial moves.

The Physician's Guide to Investing

The Physician's Guide to Investing PDF Author: Robert M. Doroghazi
Publisher: Springer Science & Business Media
ISBN: 1592599532
Category : Medical
Languages : en
Pages : 228

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Book Description
I met Bob Doroghazi when he dropped the first draft of his manuscript of The Physician’s Guide to Investing: A Practical Approach to Building Wealth at my office. I will have to admit I was a bit skeptical: a physician writing a book on investments? During that first meeting with Bob, it became evident that he had been a successful physician and a successful investor, so I agreed to take a look at the book. I was in for a pleasant surprise. Bob’s manuscript was easy to read and had specific advice useful to physicians, interspersed with lots of practical tidbits for any investor. Having written three college-level finance and investment texts, I was excited to be in on a project aimed at offering practical investment advice to a more general, yet specialized, audience. I had high expectations for the book and am pleased to say that I believe Bob has delivered a book that every physician interested in building wealth and protecting assets should read. Bob is a straight shooter; he tells it like he sees it in his book. Some doctors might be indignant on reading his statements, such as “Physicians sometimes have no idea of their limitations. This type of arrogance and ego can result in investing disaster.” However, if you do have these limitations (and most professionals, even college professors, do), then reading Bob’s book will help you recognize situations in which they can lead to poor investment decisions.

The Wealthy Physician

The Wealthy Physician PDF Author: B. Chase Chandler
Publisher: Createspace Independent Pub
ISBN: 9781479296460
Category : Business & Economics
Languages : en
Pages : 176

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Book Description
The Wealthy Physician is an informative and exciting new book for the physician and all other professionals. Finally you have a one stop guide to help make complex financial decisions easier to understand!The objective of the book is nothing more and nothing less than to give the educated medical professional a solid and easy-to-understand track to run on.www.wealthyphysicianbook.com---------------“With this little book, THE WEALTHY PHYSICIAN, Chase Chandler has done an exceptionally good job of producing an essential outline for all professionals as they develop their financial future. This work can be equally valuable to those who have been led astray by the conventional wisdom that has plagued mankind since the beginning of time. I encourage all to study the wisdom that Chase has incorporated here.” R. Nelson Nash, Austrian Economist,Best-Selling Author of BECOMING YOUR OWN BANKER and, the recently released, BUILDING YOUR WAREHOUSE OF WEALTH“I have recently finished my residency in orthopaedic surgery. I now face a mountain of debt along with many other pressures in getting my career started. Add to that the fact that nowhere in medical school or residency training is there a useful section on managing money efficiently. Thankfully, Chase has spelled it all out in his book The Wealthy Physician. It was a very easy read, and it lays out effective strategies in a simple, easy to understand terms. Additionally, Chase on a personal level has been great on giving sound advice. It is refreshing to see an advisor who truly is out for the client first and foremost. I am looking forward to employing these strategies as laid out in the book as I embark on my career.” Val Irion, M.D.“Our way of thinking about money and savings has forever changed thanks to Chase. We are in the process of achieving a level of financial independence and security that I never thought was possible.”Amanda Caldwell, Pharm.D.“Teaching at the university level, I am always looking for sources to use with my students. Your book will be one I use in my administration class for health care professionals and I will highly recommend it to my students as a helpful source as they deal with personal finance issues. I sat down and read it through as soon as I got it. It is easy to understand and gives sound advice that even someone that is not into finance will find helpful. I look forward to others in the series. A job well done!” Randy Lambeth, Ed.D., ATC, LAT

Optimal Financial Health

Optimal Financial Health PDF Author: Anthony C. Williams
Publisher: iUniverse
ISBN: 9781475925241
Category : Business & Economics
Languages : en
Pages : 224

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Book Description
Two experienced financial planners share their combined wisdom and knowledge in this handbook that focuses on helping doctors grow and protect wealth. As a specialty doctor, you shouldnt always follow the rules that others adhere to when it comes to finances. Your high income, subsequent high taxes, and significant exposure to litigation all require you to pay even closer attention to your financial goals than the average person. By using this essential wealth management and preservation handbook, you can learn Strategies to diversify your tax risk; Methods to lessen the impact of litigation; Qualities to look for when seeking professional advice; Spend more time doing the things you enjoy with the people you love. This guide includes examples, diagrams, and more to make it easy to understand your financial options and the impact of the decisions you make. Navigating this financial world isnt easy, but taking an active approach will put you well on your way to Optimal Financial Health.

The White Coat Investor

The White Coat Investor PDF Author: James M. Dahle
Publisher: White Coat Investor LLC the
ISBN: 9780991433100
Category : Business & Economics
Languages : en
Pages : 160

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Book Description
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!

The Physician's Guide to Investing

The Physician's Guide to Investing PDF Author: Robert Doroghazi
Publisher: Springer Science & Business Media
ISBN: 1607611341
Category : Medical
Languages : en
Pages : 415

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Book Description
In comments that were unfortunately prescient, Dr. Doroghazi said in the first edition "the author feels we are currently experiencing a real estate bubble." And in anticipation of the credit crisis, he said "banks are far too lenient in their lending practices...the problem is that bankers are often not lending their own money...considering that a significant percentages of mortgages are sold to Fannie Mae (FNM) and Freddie Mac (FRE), the problem is now actually everyone’s." This new and expanded edition provides commonsense advice that all investors, physicians and non-physicians will find profitable in these difficult times. Learn about the power of thrift, the magnificence of compound interest, the malevolence of debt and the perniciousness of fees. See how to pay off the mortgage by age 45, fund your children’s education and retire at a reasonable age rather than continue to work because you must.

Real Life Financial Planning for the New Physician

Real Life Financial Planning for the New Physician PDF Author: Todd D. Bramson
Publisher:
ISBN: 9781596222922
Category : Business & Economics
Languages : en
Pages : 97

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Book Description
Real Life Financial Planning for the New Physician should be required reading for every medical student, resident, fellow, and young physician. All of the unique financial needs of a physician have been merged into a very manageable and easy-to-implement strategy. You will learn how to prioritize multiple decisions and manage your complex financial life. The result is a financial plan that decreases worry and stress, knowing that you are in control and are systematically building and protecting your wealth. There is an amazing amount of practical advice packed into this book based on the wisdom gained from more than 15,000 individual meetings that the authors have had with their clients.....people just like you. You will learn how to: ? organize your financial affairs to meet YOUR needs; ? prioritize decisions so that you know WHAT to do WHEN; ? maximize financial security with CORRECT insurance and asset protection strategies; ? get CONTROL of your financial life; ? begin a path toward FINANCIAL INDEPENDENCE; ...and much, much MORE! Special Bonus Chapter on ASSET PROTECTION written by Attorney Robert Kaufer!

Wealth Planning for the Modern Physician

Wealth Planning for the Modern Physician PDF Author: David Mandell
Publisher:
ISBN: 9781734064339
Category :
Languages : en
Pages :

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Book Description


Real Life Financial Planning for the New Physician

Real Life Financial Planning for the New Physician PDF Author: Todd Bramson
Publisher:
ISBN: 9781987755084
Category :
Languages : en
Pages : 124

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Book Description
All of the unique financial needs of a physician have been merged into a very manageable and easy-to-implement strategy. You will learn how to prioritize multiple decisions and manage your complex financial life. The result is a financial plan that decreases worry and stress, knowing that you are in control and are systematically building and protecting your wealth. There is an amazing amount of practical advice packed into this book based on the wisdom gained from more than 20,000 individual meetings that the authors have had with their clients.

Implementing the Wealth Management Index

Implementing the Wealth Management Index PDF Author: Ross Levin
Publisher: John Wiley & Sons
ISBN: 1118027647
Category : Business & Economics
Languages : en
Pages : 294

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Book Description
The gold standard for measuring financial progress, updated for today's market From Ross Levin, a trusted financial planner, comes Implementing the Wealth Management Index. The new edition of the book Investment Advisor called a "landmark opus," this revised and updated volume expands upon his legendary Wealth Management Index tool. A benchmark system that, through a series of questions and evaluations, enables advisors to score their performance for individual clients, the tool is used by firms around the world. In this new edition, the index looks at asset protection, disability and income protection, debt management, investment planning, and estate planning. The new edition adds more how-to information, as well as actual client examples and case studies to show how Levin's firm successfully uses the index as a daily strategy. Asks the important questions, like "Did you use all reasonable means to reduce your taxes?" and "Have you established and funded all the necessary trusts? Have you made your desired gifts for this year? Newly revised and expanded for the first time since 1997 Essential guidance from a top man in the game, Implementing the Wealth Management Index is the one-stop resource for measuring client financial progress.