Download or read book The White Coat Investor written by James M. Dahle and published by White Coat Investor LLC the. This book was released on 2014-01 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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!

Download or read book Because I m the Financial Advisor That s Why written by Dartan Creations and published by Createspace Independent Publishing Platform. This book was released on 2017-12-15 with total page 110 pages. Available in PDF, EPUB and Kindle. Book excerpt: Funny Appreciation Gifts For Financial Advisors These humorous journals make the perfect gifts for those hard to buy for friends and family members. Instead of buying a card grab them a gift they will actually use. Makes a great notebook for taking notes, for to do lists or just for writing down your deepest thoughts. Or to make the table level. Whatever the use this journal is sure to delight. At 6 x9 and 108 pages it is a nice convenient size and makes the perfect gift for any gift giving occasion. Makes the best or worst funny white elephant gifts under 10 for adults.

Download or read book Storyselling for Financial Advisors written by Scott West and published by Kaplan Trade. This book was released on 2000-01-12 with total page 256 pages. Available in PDF, EPUB and Kindle. Book excerpt: Learn what makes a client trust you to be their financial advisor. Put the power of story telling into selling financial products. The authors explain the process of making these intuitive connections, then translate their findings into understandable and practical strategies that any financial professional can use. They present actual stories, including many by Warren Buffet, one of the greatest "storysellers" of all time. These actual stories can help financial pros tap into the "gut reaction" of different types of clients. the book also includes special topics on communicating to women, the 50+ market, and the affluent.

Download or read book The Money Class written by Suze Orman and published by Random House. This book was released on 2012-01-10 with total page 322 pages. Available in PDF, EPUB and Kindle. Book excerpt: The #1 New York Times bestseller, now revised and updated, filled with tools and advice that can take you from a place of financial fear to a place of financial security. WHAT WILL YOU LEARN IN THE MONEY CLASS? How to find the courage to stand in your truth and why it is a place of power. What daily actions will restore the word “hope” to your vocabulary. Everything you need to know about taking care of your family, your home, your career, and planning for retirement—no matter where you are in your life or where the economy is heading. In nine electrifying, empowering classes, Suze Orman teaches us how to navigate these unprecedented financial times. With her trademark directness, she shows us how to tackle the complicated mix of money and family, how to avoid making costly mistakes in real estate, and how to get traction in your career or rebuild after a professional setback. And in what is the most comprehensive retirement resource available today, Suze presents an attainable strategy, for every reader, at every age. In The Money Class you will learn what you need to know in order to feel hopeful, once again, about your future.

Download or read book The Financial Diet written by Chelsea Fagan and published by Holt Paperbacks. This book was released on 2018-01-02 with total page 212 pages. Available in PDF, EPUB and Kindle. Book excerpt: A guide to personal finance that will help teach budgeting skills, stocking a budget-friendly kitchen, talking to friends about money, investing, and more.

Download or read book What Your Financial Advisor Isn t Telling You written by Liz Davidson and published by HMH. This book was released on 2016-01-05 with total page 261 pages. Available in PDF, EPUB and Kindle. Book excerpt: Protect your money with this “accessible and practical” guide to hiring and working with financial advisors (Publishers Weekly, starred review). Hiring a trained expert to safeguard and grow your wealth seems like a foolproof decision, but it can go awry for many people. You should never blindly trust that your advisor has your best interests at heart—and while there are many benefits to working with a financial pro, there are some things you should know first. Drawing on her insider’s knowledge of how the financial advice profession really works, Liz Davidson shows how to judge whether an advisor is going to help or harm your savings. This no-nonsense guide covers questions such as: How should you decide if you really need an advisor? What financial moves can you make without their help? What important questions should you ask before trusting them with your money? What are the red flags you should run from? What does all their jargon really mean? Learn how to take control of your financial well-being—either with a financial advisor or without one. “This book is mandatory reading for anyone who wants a better understanding of how to manage their money.” —Mary Beth Franklin, InvestmentNews “Valuable tools for managing one’s personal finances for maximum results.” —Publishers Weekly, starred review

Download or read book Financial Therapy written by Bradley T. Klontz and published by Springer. This book was released on 2014-09-10 with total page 381 pages. Available in PDF, EPUB and Kindle. Book excerpt: Money-related stress dates as far back as concepts of money itself. Formerly it may have waxed and waned in tune with the economy, but today more individuals are experiencing financial mental anguish and self-destructive behavior regardless of bull or bear markets, recessions or boom periods. From a fringe area of psychology, financial therapy has emerged to meet increasingly salient concerns. Financial Therapy is the first full-length guide to the field, bridging theory, practical methods, and a growing cross-disciplinary evidence base to create a framework for improving this crucial aspect of clients' lives. Its contributors identify money-based disorders such as compulsive buying, financial hoarding, and workaholism, and analyze typical early experiences and the resulting mental constructs ("money scripts") that drive toxic relationships with money. Clearly relating financial stability to larger therapeutic goals, therapists from varied perspectives offer practical tools for assessment and intervention, advise on cultural and ethical considerations, and provide instructive case studies. A diverse palette of research-based and practice-based models meets monetary mental health issues with well-known treatment approaches, among them: Cognitive-behavioral and solution-focused therapies. Collaborative relationship models. Experiential approaches. Psychodynamic financial therapy. Feminist and humanistic approaches. Stages of change and motivational interviewing in financial therapy. A text that serves to introduce and define the field as well as plan for its future, Financial Therapy is an important investment for professionals in psychotherapy and counseling, family therapy, financial planning, and social policy.

Download or read book Nine Steps to Financial Freedom written by Suze Orman and published by Three Rivers Press (CA). This book was released on 2000 with total page 349 pages. Available in PDF, EPUB and Kindle. Book excerpt: Suze Orman has transformed the concept of personal finance for millions by teaching us how to gain control of our money -- so that money does not control us. She goes beyond the nuts and bolts of managing money to explore the psychological, even spiritual power money has in our lives. The 9 Steps to Financial Freedom is the first personal finance book that gives you not only the knowledge of how to handle money, but also the will to break through all the barriers that hold you back. Combining real-life recommendations with the motivation to overcome financial anxieties, Suze Orman offers the keys to providing for yourself and your family, including: * seeing how your past holds the key to your financial future * facing your fears and creating new truths * trusting yourself more than you trust others * being open to receiving all that you are meant to have * understanding the lessons of the money cycle The 9 Steps to Financial Freedom is useful advice and inspiration from the leading voice in personal finance. As Orman shows, managing money is far more than a matter of balancing your checkbook or picking the right investments. It's about redefining financial freedom -- and realizing that you are worth far more than your money.

Download or read book The 5 Mistakes Every Investor Makes and How to Avoid Them written by Peter Mallouk and published by John Wiley & Sons. This book was released on 2014-07-22 with total page 208 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.

Download or read book My Financial Toolbox written by Harry Sit and published by . This book was released on 2020-02-18 with total page 184 pages. Available in PDF, EPUB and Kindle. Book excerpt: My Financial Toolbox goes into the nuts and bolts of managing your money. Long-time personal finance blogger Harry Sit opens up his financial toolbox and gives a big show-and-tell of everything he uses to manage his finances, from everyday banking and spending to investing for retirement and college, from every type of insurance to wills and trust, and more. Drawn from firsthand experience, this book shows you which exact provider and product to use and why. The "good enough" and "set and forget" principles guide you to 95% of the results with 5% of the effort.

Download or read book The Million dollar Financial Advisor written by David J. Mullen (Jr.) and published by AMACOM Div American Mgmt Assn. This book was released on 2010 with total page 290 pages. Available in PDF, EPUB and Kindle. Book excerpt: The best financial advisors are well equipped to succeed regardless of market conditions. Based on interviews with fifteen top advisors, each doing several million dollars worth of business every year, The Million-Dollar Financial Advisor distills their universal success principles into thirteen distinct lessons. Each is explained step-by step for immediate application by veteran and new financial professionals alike. The lessons cover: * Building and focusing on client relationships * Having a top advisor mindset * Developing a long-term approach * Specialization * Marketing * And much more The book also features two complete case studies. First there is the "best of the best" advisor whose incredible success showcases the power of all the book's principles working together in concert. The second is an account of a remarkable and inspiring career turn around and demonstrates that it's never too late to reinvent oneself. Brimming with practical advice from the author and expert insights from his interview subjects, The Million-Dollar Financial Advisor is a priceless success tool for any and all financial advisors.

Download or read book The Millionaire Next Door written by Thomas J. Stanley and published by Rosetta Books. This book was released on 2010-11-30 with total page 307 pages. Available in PDF, EPUB and Kindle. Book excerpt: How do the rich get rich? An updated edition of the “remarkable” New York Times bestseller, based on two decades of research (The Washington Post). Most of the truly wealthy in the United States don’t live in Beverly Hills or on Park Avenue. They live next door. America’s wealthy seldom get that way through an inheritance or an advanced degree. They bargain-shop for used cars, raise children who don’t realize how rich their families are, and reject a lifestyle of flashy exhibitionism and competitive spending. In fact, the glamorous people many of us think of as “rich” are actually a tiny minority of America’s truly wealthy citizens—and behave quite differently than the majority. At the time of its first publication, The Millionaire Next Door was a groundbreaking examination of America’s rich—exposing for the first time the seven common qualities that appear over and over among this exclusive demographic. This edition includes a new foreword by Dr. Thomas J. Stanley—updating the original content in the context of the financial crash and the twenty-first century. “Their surprising results reveal fundamental qualities of this group that are diametrically opposed to today’s earn-and-consume culture.” —Library Journal

Download or read book Can I Retire Yet written by Darrow Kirkpatrick and published by StructureByDesign. This book was released on 2016-05-20 with total page 276 pages. Available in PDF, EPUB and Kindle. Book excerpt: You've worked hard, lived carefully, and saved diligently. You've reached major milestones and accumulated more assets than you dreamed possible, and yet you hesitate. ""Can I retire?"" This book will help answer that question by showing you.... The tools you need to live a secure and independent retirement, without worrying about money What you must know before leaving a career behind How much it will cost you to live in retirement, and how to manage your cash flow The current choices for retirement health care, including lesser-known but effective options The threat from inflation: two secrets that politicians and bankers will never admit A realistic assessment of the impact that income taxes will have on your retirement Social Security's role in your retirement: when you should claim and how much it's worth to you How to construct and manage an investment portfolio for income and growth in retirement About immediate annuities and why you need multiple sources of retirement income The key variables and unknowns in your retirement withdrawal equation Reviews of the best retirement calculators, and tips for how to use them accurately Beyond the simplistic 4% Rule to the latest research on safe withdrawal rates Realistic bracketing of your retirement savings needs, without over caution or overconfidence The history of economic cycles and the related asset classes for optimal retirement security A survey of strategies plus original research for how to orchestrate your retirement distributions A practical "retirement fuel gauge" alerting you to problems while you still have time to act Backup plans: the "lifeboat strategies" for ensuring you'll never be without essential income The 6 crucial questions to answer before you can retire The one, simple, powerful, non-financial reason that you can and should retire earlier than later

Download or read book Think Act and Invest Like Warren Buffett PB written by Larry Swedroe and published by McGraw Hill Professional. This book was released on 2014-03-07 with total page 160 pages. Available in PDF, EPUB and Kindle. Book excerpt: Bedrock investing principles for profiting in today’s shaky markets If you wanted to create the next earth-shattering consumer product, Steve Jobs would be an ideal role model to follow. If you planned to become a great golfer, you might look to Arnold Palmer or Jack Nicklaus. So, if your goals were to outperform other investors and achieve your life’s financial goals, what should you do? Think, act and invest like the best investor out there: Warren Buffett. While you can’t invest exactly like he does, Think, Act, and Invest Like Warren Buffett provides a solid, sensible investing approach based on Buffett’s advice regarding investment strategies. When it comes to investing, Director of Research for the BAM Alliance and CBS News blogger Larry Swedroe has pretty much seen it all—and he’s come to the conclusion that simple is better, that adopting basic investing principles always increases an investor’s chance of success and that Buffett is the perfect model for such investing. In Think, Act, and Invest Like Warren Buffett, Swedroe provides the foundational knowledge you need to: Develop a financial plan to help you make rational decisions on a consistent basis Determine the level of risk that’s right for you and allocate your assets accordingly Create a strong portfolio that will weather any economic storm Manage your portfolio—rebalance periodically to maintain proper risk levels The beauty of the Buffett approach is its profound simplicity: follow the basics, keep your cool, and have a sense of humor. The market volatility of recent years has ushered in armies of economists, forecasters and other so-called experts whose job it is to explain how everything works. Somehow, they have managed to muddy the waters even more. The truth is, investing is easier than you think—even in today’s economy. “Complex problems can have simple solutions,” Swedroe writes. Think, Act, and Invest Like Warren Buffett helps you go back to the basics—so you can leap in front of the investing pack. Praise for Think, Act, and Invest Like Warren Buffett: “You could not spend a more profitable hour than reading Larry Swedroe’s wise and lucid investment guide.” —Burton Malkiel, author, A Random Walk Down Wall Street “If you've been wondering why you've had such a hard time investing well, Playing the Winner's Game will diagnose your ills and treat them in just ninety short, delightful pages.” —William Bernstein, author, A Splendid Exchange and The Investor’s Manifesto “Follow the investment strategy advocated by Larry Swedroe, and free yourself to spend your time on life's treasures—like your family and friends!” —William Reichenstein, professor, Baylor University “As someone who teaches a college investments course, I would not have thought it possible to do what Swedroe has done in such a short concise book.” —Edward R. Wolfe, professor of finance, Western Kentucky University “It's amazing. Larry Swedroe managed to pen a magnificent book not only chock full of actionable advice, but one that's fun to read. Get a copy and treat yourself to a better financial future.” —Harold Evensky, president, Evensky & Katz “Larry Swedroe is the undisputed expert in helping investors manage portfolios the smart way. His new book, Playing the Winner’s Game, combines all facets of wealth management in an inspiring and powerful manner.” —Bill Schultheis, author, The New Coffeehouse Investor

Download or read book Killing Sacred Cows written by Garrett B. Gunderson and published by Greenleaf Book Group. This book was released on 2008 with total page 250 pages. Available in PDF, EPUB and Kindle. Book excerpt: Our culture is riddled with destructive myths about money and prosperity that are severely limiting our power, creativity, and financial potential. In "Killing Sacred Cows", Garrett B Gunderson boldly exposes ingrained fallacies and misguided traditions in the world of per-sonal finance. He presents a revolutionary perspective that can create unprecedented opportu-nity and wealth for individuals. Our financial lives are intimately connected to our societal contributions, and we must be financially free in order to achieve our fullest potential. Yet most people are held captive in their financial lives by misinformation, propaganda, and lack of knowledge. Through well-reasoned arguments and pitiless logic, Gunderson attacks these sacred cows with revelatory insights, such as: High returns without high risk; "Security" without a corporate job; Debt that increases your financial productivity; Enjoying your money instead of waiting for retirement. "Killing Sacred Cows" is a must-read for brave individuals willing to question common assumptions and teachings, overcome the herd mentality, break through financial myths, and live a purpose-ful, passionate, and prosperous life. Investors seeking financial advice in The Little Book That Makes You Rich will find this to be a must-read for anyone who wants to achieve their financial potential today.

Download or read book The Balanced Wealth Approach written by Thomas J. Hine and published by Simon and Schuster. This book was released on 2023-04-04 with total page 113 pages. Available in PDF, EPUB and Kindle. Book excerpt: What good is a seven-figure portfolio if you’re buried six feet underground? Between recessions, inflation, market fluctuations, and the advancing ages of the Boomers and Gen X, many Americans are concerned about their retirement savings and wealth management for their children and grandchildren. How much will I need to save? What investment vehicles are best? What will my income be after I stop working? Is it too late to start building generational wealth? Those are all excellent questions, but none of the answers address your core values. In The Balanced Wealth Approach, CFP® and wealth manager Tom Hine reframes the retirement discussion by emphasizing healthcare as well as wealthcare. Tom invites readers to reconsider what living a rich life truly means. Combining his four decades of experience in finance with his lifetime of passion for martial arts, health, and fitness, Tom challenges his clients and readers to make wellness their number-one investment. He shares the latest research and medical practices focused on longevity, provides tips for improving and tracking your health, and offers encouragement for mental healthcare and spiritual practice. The Balanced Wealth Approach is a lifestyle that ties financial wealth to overall well-being so you can live a long, healthy, prosperous life. Think bigger with your wealth and your health, and set your sights on a vibrant, active, enriching life well into your nineties and beyond!

Download or read book Finance for the People written by Paco de Leon and published by Penguin. This book was released on 2022-02-01 with total page 385 pages. Available in PDF, EPUB and Kindle. Book excerpt: An illustrated, practical guide to navigating your financial life, no matter your financial situation "a potent mix of deeply practical and wonderfully empathetic" —Erin Lowry, author of Broke Millennial "one of the most approachable financial books I've ever read." —Refinery 29 We are all weird about money. Whether you have a lot or a little, your feelings and beliefs about money have been shaped by a combination of silence (or even shame) around talking about money, personal experiences, family and societal expectations, and a whole big complex system rigged against many of us from the start. Begin with that baseline premise and it’s no surprise so many of us find it so difficult to save enough money (but way too easy to get trapped in ballooning credit card debt), emotionally draining to deal with student loans, and nearly impossible to understand the esoteric world of investing. Unlike most personal finance books that focus on skills and behaviors, FINANCE FOR THE PEOPLE asks you to examine your beliefs and experiences around money—blending extremely practical exercises with mindfulness, and including more than 50 illustrations and diagrams to make the concepts accessible (and even fun). With deep insider expertise from years spent in many different corners of the financial industry, Paco de Leon is a friendly, approachable, and wise guide who invites readers to change their relationship with money. With her holistic approach you’ll learn how to: • root out your unconscious beliefs about money • untangle the mental and emotional burden of student loans to pay them off • use a gratitude practice to help you think differently about spending • break out of the debt cycle and begin building wealth This book is for anyone who feels unseen, ignored, or bored to death by the way personal finances are approached and taught, and is ready to go on a journey of self-discovery and step into their financial power.