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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: James M. Dahle
Publisher: White Coat Investor LLC the
ISBN: 9780991433100
Category : Business & Economics
Languages : en
Pages : 160
Get Book Here
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: Charlie Jewett
Publisher: Createspace Independent Publishing Platform
ISBN: 9781533562487
Category :
Languages : en
Pages : 58
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Book Description
The financial planning industry needs a spanking and I'm declaring myself the one to do it. I'm going to piss a lot of people off and I'm OK with that. I don't need you or anyone to like me. If you are an open-minded human being, interested in the truth, no matter how shocking it may be, you are going love this book.
Author: Peter Mallouk
Publisher: John Wiley & Sons
ISBN: 1118929004
Category : Business & Economics
Languages : en
Pages : 208
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Book Description
Identify mistakes standing in the way of investment success With so much at stake in investing and wealth management, investors cannot afford to keep repeating actions that could have serious negative consequences for their financial goals. The Five Mistakes Every Investor Makes and How to Avoid Them focuses on what investors do wrong so often so they can set themselves on the right path to success. In this comprehensive reference, readers learn to navigate the ever-changing variables and market dilemmas that often make investing a risky and daunting endeavor. Well-known and respected author Peter Mallouk shares useful investment techniques, discusses the importance of disciplined investment management, and pinpoints common, avoidable mistakes made by professional and everyday investors alike. Designed to provide a workable, sensible framework for investors, The Five Mistakes Every Investor Makes and How to Avoid Them encourages investors to refrain from certain negative actions, such as fighting the market, misunderstanding performance, and letting one's biases and emotions get in the way of investing success. Details the major mistakes made by professional and everyday investors Highlights the strategies and mindset necessary for navigating ever-changing variables and market dilemmas Includes useful investment techniques and discusses the importance of discipline in investment management A reliable resource for investors who want to make more informed choices, this book steers readers away from past investment errors and guides them in the right direction.
Author: Mark Tepper
Publisher: Greenleaf Book Group
ISBN: 1626344574
Category : Business & Economics
Languages : en
Pages : 257
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Book Description
Are you a high net worth individual? Then the wealth management rules are different for you. Mark Tepper rightly assures us that we should all consider ourselves wealthy if we have the resources to live the lives we want to live without compromise. However, if you fall into one of his higher-net-worth categories, you will find that Exceptional Wealth is speaking directly to you. Tepper, author of the acclaimed Walk Away Wealthy, stresses that if you are someone with a high net worth, you have to realize that managing your wealth is complex. He clearly outlines key steps and sophisticated strategies that experienced professional financial advisors should be implementing for you. Each high net worth individual has unique and different forms of wealth, investments, and objectives. Consequently, individual and special family needs demand specifically tailored financial plans and approaches. Good investment management might have made you wealthy, but Tepper solidly brings home the point that only proper wealth management will keep you wealthy. Those whose wealth exceeds $1,000,000 will likely benefit most from the keys and myths that Tepper outlines, but this book is relevant for anyone looking to take the next step in wealth accumulation and preservation. The bottom line, as Tepper advises, is the following: Prosperous individuals require a higher level of sophistication when it comes to optimizing their financial affairs.
Author: Dave Ramsey
Publisher: Lampo
ISBN: 9780963571236
Category : Business & Economics
Languages : en
Pages : 268
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Book Description
Dave Ramsey explains those scriptural guidelines for handling money.
Author: Jason R. Rich
Publisher: Entrepreneur Press
ISBN: 1613081227
Category : Business & Economics
Languages : en
Pages : 381
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Book Description
THE FIRST STEP TO A DYNAMIC CAREER You have something in common with Bill Gates, Michael Dell and Ted Turner: None of them graduated from college. If they can make it, you can, too! Don’t settle for a minimum-wage job just because you’re not a college graduate. Try one of these 202 high-paying options. They’re more than jobs—they’re careers. This book helps you: • Define your interests and skills, and figure out what job is perfect for you • Impress recruiters by perfecting resumes, cover letters, applications and interview skills • Choose from 202 opportunities that lead to high income and long-term financial stability • Get the inside scoop on salary ranges, career paths, working conditions and job responsibilities for each opportunity Avoid dead-end jobs. Find the career that’s right for you, and start your new life today!
Author: Arnold Ziegel
Publisher: Createspace Independent Publishing Platform
ISBN: 9781507727638
Category :
Languages : en
Pages : 0
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Book Description
Arnold Ziegel formed Mountain Mentors Associates after his retirement from a corporate banking career of more than 30 years at Citibank. The lessons learned from his experience in dealing with entrepreneurs, multinational corporations, highly leveraged companies, financial institutions, and structured finance, led to the development and delivery of numerous senior level credit risk training programs for major global financial institutions from 2002 through the present. This book was conceived and written as a result of the development of these courses and his experience as a corporate banker. It illustrates the fundamental issues of credit and credit analysis in a manner that tries to take away its mystery. The overriding theme of this book is that when an investor extends credit of any type, the goal is "to get your money back", and with a return that is commensurate with the risk. The goal of credit analysis is not to make "yes or no" decisions about the extension of credit, but to identify the degree of risk associated with a particular obligor or a particular credit instrument. This is consistent with modern banking industry portfolio management and the rating systems of credit agencies. Once the "riskiness" of an obligor or credit instrument is established, it can be priced or structured to match the risk demands or investment criteria of the entity that is extending the credit. A simple quote from Mr. J. P. Morgan is used often in this text - "Lending is not based primarily on money or property. No sir, the first thing is character". This statement represents one of the conflicts in modern credit analysis - that of models for decision making versus traditional credit analysis. The 2008 financial crisis was rooted in the mortgage backed securities business. Sophisticated models were used by investors, banks, and rating agencies to judge the credit worthiness of billions (and maybe trillions) of dollars worth of residential mortgage loans that were packaged into securities and distributed to investors. The models indicated that these securities would have very low losses. Of course, huge losses were incurred. Mr. Morgan had a good point. In this case is was both property and character. The properties that were the collateral for many of the mortgages had much less value than was anticipated. The valuation of the collateral was na�ve and flawed. Many assumptions were made that the value of homes would rise without pause. Many mortgage loans were made that were at or even above the appraised value of a residence.But character was a huge, perhaps larger, factor behind these losses. Many of the residential mortgage loans were made to individuals who knew that they did not have the income to make the required payments on the mortgages. Many of the mortgage brokers and lenders who made these loans also knew that many of the borrowers were not properly qualified. And, many of the bankers who securitized these loans also may have doubted the credit quality of some of the underlying mortgages. If bankers and rating agencies understood the extent of the fraud and lax standards in the fundamental loans backing the mortgage securities, or were willing to acknowledge it, the fiasco would not have occurred.
Author: John P. Napolitano CPA, PFS, CFP
Publisher: Penguin
ISBN: 1440626405
Category : Business & Economics
Languages : en
Pages : 356
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Book Description
Building a successful career in a red-hot field. Financial planning is one of the fastest growing careers in America today. Written by a veteran certified financial planning expert, this invaluable book tells aspiring and new CFPs everything you need to know about the certification process, setting up private practice, self-marketing techniques, client management and expansion, and much more. —Includes a comprehensive resource section
Author: John P. Napolitano
Publisher: Penguin
ISBN: 9781592576869
Category : Business & Economics
Languages : en
Pages : 356
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Book Description
According to the U.S. Office of Statistics, financial planning is one of the fastest-growing careers in America today. Over 200,000 financial presently work in the marketplace, and the growth rate continues in the double digits. Of those financial planners, over 40 percent are self-employed or outside affiliates with financial institutions. Certified financial planners usually come from financial backgrounds, including accountants, bankers, MBAs, or brokers. But what do you need to become a CFPr and how can you make it a successful career path? The Complete Idiot's Guide to Success as a Personal Financial Planner has it all.
Author: Helaine Olen
Publisher: Penguin
ISBN: 0698186656
Category : Business & Economics
Languages : en
Pages : 163
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Book Description
“The newbie investor will not find a better guide to personal finance.” —Burton Malkiel, author of A RANDOM WALK DOWN WALL STREET TV analysts and money managers would have you believe your finances are enormously complicated, and if you don’t follow their guidance, you’ll end up in the poorhouse. They’re wrong. When University of Chicago professor Harold Pollack interviewed Helaine Olen, an award-winning financial journalist and the author of the bestselling Pound Foolish, he made an offhand suggestion: everything you need to know about managing your money could fit on an index card. To prove his point, he grabbed a 4" x 6" card, scribbled down a list of rules, and posted a picture of the card online. The post went viral. Now, Pollack teams up with Olen to explain why the ten simple rules of the index card outperform more complicated financial strategies. Inside is an easy-to-follow action plan that works in good times and bad, giving you the tools, knowledge, and confidence to seize control of your financial life.
