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Author: David Edward Marcinko
Publisher: CRC Press
ISBN: 1482240297
Category : Business & Economics
Languages : en
Pages : 744
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Book Description
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
Author: David Edward Marcinko
Publisher: CRC Press
ISBN: 1482240297
Category : Business & Economics
Languages : en
Pages : 744
Get Book
Book Description
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
Author: David Edward Marcinko
Publisher: Jones & Bartlett Learning
ISBN: 9780763745790
Category : Physicians
Languages : en
Pages : 350
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Book Description
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.
Author: Marshall Weintraub
Publisher: Archway Publishing
ISBN: 148087213X
Category : Business & Economics
Languages : en
Pages : 389
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Book Description
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.
Author: David Edward Marcinko
Publisher: Jones & Bartlett Learning
ISBN: 9780763733421
Category : Insurance
Languages : en
Pages : 372
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Book Description
This book fulfills its promise as a peerless tool for physicians wanting to make good decisions about the risks they face.
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!
Author: Daniel C. Finley
Publisher: Lulu.com
ISBN: 1257837222
Category : Business & Economics
Languages : en
Pages : 475
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Book Description
101 Advisor Solutions: A Financial Advisor's Guide to Strategies that Educate, Motivate and Inspire is a must read for any financial advisor looking for tools, techniques, strategies and real world solutions to conquering common challenges! This book is designed to help you build a better business...one solution at a time.
Author: Paul D Larson Cfp
Publisher:
ISBN: 9780985368012
Category :
Languages : en
Pages : 242
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Book Description
PRAISE FOR DOCTOR'S EYES ONLY ""Doctor's Eyes Only should be required reading not only for young doctors, but for all young professionals and people with significant earning potential. Although I became associated with excellent financial advisors later in life, I wish I had read this book much earlier in my career. It is easy to understand and very practical."" Dr. Benjamin S. Carson, Sr., Johns Hopkins Professor of Neurosurgery, Oncology, Plastic Surgery, and Pediatrics; Director of the Division of Pediatric Neurosurgery; Co-Director of the The Johns Hopkins Craniofacial Center; Award Winner of the Presidential Medal of Freedom; and Best-Selling Author ""Doctor's Eyes Only is the financial book I wish I would have read earlier in my professional career. It gave me a wonderful insight into managing finances that I never learned in surgical training. It is also tailored to my unique needs as a physician."" Dr. Michael Lim, Johns Hopkins Assistant Professor of Neurosurgery and Oncology; Director of the Metastatic Brain Tumor Center; Director of Brain Tumor Immunotherapy ""Doctor's Eyes Only is a must-read for all medical residents and physicians early in their careers. This really is the missing business and financial course and I provide a copy to all surgical residents in my program."" Dr. Matthew McGirt, Vanderbilt University Medical Center Assistant Professor of Neurological Surgery; Director of Clinical Spine Research Doctor's Eyes Only: "Exclusive Financial Strategies for Today's Doctors and Dentists" is the missing financial guide that physicians need as a supplement to their ongoing professional training. These pages include basic financial wisdom that could end up saving you millions of dollars throughout your medical career. The strategies and advice contained are unique to the needs of high-income physicians and dentists. Asset protection, investment fundamentals, tax planning, and practice management are well covered by the leaders of America's largest financial firm that exclusively serves the needs of high income medical professionals.
Author: David Edward Marcinko
Publisher: CRC Press
ISBN: 1466558741
Category : Business & Economics
Languages : en
Pages : 358
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Book Description
In this book, a world-class editorial advisory board and an independent team of contributors draw on their experience in operations, leadership, and Lean managerial decision making to share helpful insights on the valuation of hospitals in today’s changing reimbursement and regulatory environments. Using language that is easy to understand, Financial Management Strategies for Hospitals and Healthcare Organizations: Tools, Techniques, Checklists and Case Studies integrates prose, managerial applications, and regulatory policies with real-world case studies, models, checklists, reports, charts, tables, and diagrams. It has a natural flow, starting with costs and revenues, progressing to clinic and technology, and finishing with institutional and professional benchmarking. The book is organized into three sections: Costs and Revenues: Fundamental Principles Clinic and Technology: Contemporary Issues Institutional and Professional Benchmarking: Advanced Applications The text uses healthcare financial management case studies to illustrate Lean management and operation strategies that are essential for healthcare facility administrators, comptrollers, physician-executives, and consulting business advisors. Discussing the advancement of financial management and health economic principles in healthcare, the book includes coverage of the financial features of electronic medical records, financial and clinical features of hospital information systems, entity cost reduction models, the financial future of mental health programs, and hospital revenue enhancements.
Author: Kenneth W. Rudzinski
Publisher: SLACK Incorporated
ISBN: 1556428758
Category : Business & Economics
Languages : en
Pages : 201
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Book Description
When was the last time you checked under the hood of your financial plan for life? From this very first question, author Kenneth W. Rudzinski draws you into an action-oriented examination of your complete financial plan, including retirement, investment, estate, asset protection, risk management, and more. The Physician's Guide to Avoiding Financial Blunders expands on Kenneth W. Rudzinski's popular financial and practice management column featured in world-renowned newspapers on ophthalmology, orthopedics, optometry, cardiology and infectious disease. Author Kenneth W. Rudzinski brings his thirty-five years of business and practice management experience directly to you in The Physician's Guide to Avoiding Financial Blunders. This is a dynamic book that provides practicing physicians at various stages of their careers and with varying personal financial means with the tips and tools to avoid the financial disasters that await most people who fail to check the details of their financial plan for life. Organized in a comprehensive and user-friendly format, physicians will embrace and appreciate the information being presented chapter by chapter in an effective point-by-point action plan that will advise "what to do vs what not do" in their personal and professional planning. Some topics covered include: - Investing - common sense lessons on how to avoid the "big mistake" in investing - Retirement - your "timeline" to prepare for the longest "vacation" of your life? - Risk management - avoid the income disaster headed your way? - Asset protection - learn how to defeat predators and creditors before they defeat you - Estate planning - your estate documents may already be extinct - Financial planning - 10 common mistakes--which ones are you making? Appealing to a wide audience, young and old, with a conversational tone and with dozens of humorous anecdotes, all physicians will benefit from reading and applying the tips and advice presented inside The Physician's Guide to Avoiding Financial Blunders. You cannot read this book without finding something in your financial plan for life that needs immediate fixing. The impact is immediate. Be prepared to be challenged to action.
Author: Carl Richards
Publisher: Portfolio
ISBN: 1591847559
Category : Business & Economics
Languages : en
Pages : 226
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Book Description
Intends to remove the complexity from investing by encouraging readers to identify deeply personal goals and to use a series of steps to help set up and attain a workable, meaningful financial plan.
