Download or read book Financial Planning Handbook for Physicians and Advisors written by David Edward Marcinko and published by Jones & Bartlett Learning. This book was released on 2005 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Insurance and Risk Management Strategies for Physicians and Advisors written by David Edward Marcinko and published by Jones & Bartlett Learning. This book was released on 2005 with total page 372 pages. Available in PDF, EPUB and Kindle. Book excerpt: This book fulfills its promise as a peerless tool for physicians wanting to make good decisions about the risks they face.
Download or read book Financial Planning for Physicians and Healthcare Professionals 2002 written by David Edward Marcinko and published by Aspen Publishers. This book was released on 2001-11-02 with total page 880 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the era of managed care, every physician--and every CPA advising physicians--needs this financial survival handbook. You'll learn the fundamental concepts of financial planning, how to maintain a profitable practice, The essentials of insurance planning, medical risk management issues, how to overcome tax dilemmas, investment planning techniques, asset protection strategies, and more. The accompanying CD-ROM features the forms, tables, charts, spreadsheets, graphs, and other sample documents used in the text, including net worth statement preparation documents and sample financial plans.
Download or read book Financial Planning for Physicians and Healthcare Professionals 2002 written by David Edward Marcinko and published by Aspen Publishers. This book was released on 2001-11-02 with total page 884 pages. Available in PDF, EPUB and Kindle. Book excerpt: In the era of managed care, every physician--and every CPA advising physicians--needs this financial survival handbook. You'll learn the fundamental concepts of financial planning, how to maintain a profitable practice, The essentials of insurance planning, medical risk management issues, how to overcome tax dilemmas, investment planning techniques, asset protection strategies, and more. The accompanying CD-ROM features the forms, tables, charts, spreadsheets, graphs, and other sample documents used in the text, including net worth statement preparation documents and sample financial plans.
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 Financial Planning Basics for Doctors written by Marshall Weintraub and published by Archway Publishing. This book was released on 2019-01-25 with total page 389 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
Download or read book Comprehensive Financial Planning Strategies for Doctors and Advisors written by David Edward Marcinko and published by CRC Press. This book was released on 2014-12-09 with total page 726 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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
Download or read book The Physician s Guide to Personal Finance written by Jeff Steiner and published by . This book was released on 2013-08-10 with total page 99 pages. Available in PDF, EPUB and Kindle. Book excerpt: An outline review of personal finance for physicians.
Download or read book Financial Planning for Physicians and Healthcare Professionals 2003 written by David Edward Marcinko and published by Aspen Publishers. This book was released on 2002-09-27 with total page 908 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book 2001 Financial Planning for Physicians and Healthcare Professionals written by David Edward Marcinko and published by Aspen Publishers. This book was released on 2000 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt: 2001 Financial Planning for Physicians and Healthcare Professionals delivers detailed financial planning guidance to physicians and other healthcare professionals in an increasingly complex investment tax environment. The guide covers fundamentals of personal financial planning, medical practice management, medical practice enhancement, investing, medical risk management, tax planning, physician asset protection, retirement, estate planning techniques, special situation planning, and choosing a financial advisor.
Download or read book Physicians Financial Checkup written by Brent T. Boden and published by Fulton Books, Inc.. This book was released on 2023-07-26 with total page 140 pages. Available in PDF, EPUB and Kindle. Book excerpt: BRENT T. BODEN This book offers a quick and easy reference guide for busy healthcare professionals in getting a grasp on their personal finances. It outlines how financial security is a complementary part of the education a medical student should be receiving from the early stages of their career training through retirement and leaving a legacy. You will learn about financial planning strategies, how to ascertain simple, actionable goals, and what steps you can take to make your financial dreams a reality. Beginning with simple budgeting techniques, managing, and paying off student debt more effectively, and building your wealth strategically, you will learn the building blocks to successfully navigate to reach your goals. This book guides you through many of the financial topics you need to know for the busy medical professional to achieve financial freedom!
Download or read book Financial Management Strategies for Hospitals and Healthcare Organizations written by David Edward Marcinko and published by CRC Press. This book was released on 2013-09-05 with total page 350 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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, Financia
Download or read book Financial Freedom Rx written by Chirag Shah and published by CRC Press. This book was released on 2024-06-01 with total page 139 pages. Available in PDF, EPUB and Kindle. Book excerpt: "The best physician-specific general financial book published in 2021." —James M. Dahle, MD, author of The White Coat Investor A step-by-step guidebook for doctors and other medical professionals about growing and preserving wealth, Financial Freedom Rx: The Physician’s Guide to Achieving Financial Independence gives physicians all the tools necessary to manage their own finances and includes a foreword by Mel Lindauer, co-author of The Bogleheads' Guide to Investing. Medical professionals, especially doctors, spend many years in training as they accumulate debt and delay their earnings. This book presents a time-tested formula that students and established professionals can follow at any stage during their careers to achieve fiscal peace of mind. Students will learn how to budget and adopt disciplined financial practices. Residents and other trainees will learn how to defend against calamity with various insurances and how to manage debt. Junior professionals will acquire the skills needed to invest and grow their portfolios, while senior professionals will better understand the essentials of estate planning and retirement. Drs. Chirag P. Shah and Jayanth Sridhar wrote this inspiring text to guide physicians where to put their next dollar. This is particularly important during the financial uncertainties brought on by COVID-19 and insurance cuts. Financial Freedom Rx sets forth principles that will pilot medical professionals toward financial independence. Chapters include useful advice on topics such as: Financial planning Investing and asset allocation Jobs and contracts Taxes and insurance Student loans and debt Retirement savings and distributions Financial Freedom Rx: The Physician’s Guide to Achieving Financial Independence serves as a timeless blueprint for financial planning that medical professionals will follow throughout their careers, and as a reference that readers will revisit again and again as they progress through the various stages of life.
Download or read book Real Life Financial Planning for the Medical Professional written by Todd D. Bramson and published by . This book was released on 2007 with total page 0 pages. Available in PDF, EPUB and Kindle. Book excerpt:
Download or read book A Financial Prescription for Doctors and Dentists written by David I. Katz and published by . This book was released on 2014-12-28 with total page 214 pages. Available in PDF, EPUB and Kindle. Book excerpt: The financial facts of life have never been more important for doctors, dentists and other medical professionals. The nation's healthcare system is undergoing a dramatic change - and many physicians are woefully unprepared to deal with the new reality. A Financial Prescription for Doctors and Dentists - Strategies for Achieving Your Personal and Career Goals by financial advisor and wealth manager David I. Katz addresses that knowledge gap. It provides a clear, easy-to-read guide to help medical professionals address the many business challenges in their practices and the financial issues in their personal and family lives. When doctors are in medical school, they focus on learning about the human body, not finances. But residents and new doctors need to learn how to manage money, particularly since high debt loans are a big problem for so many people. Stuart L. Markowitz, MD, Senior Associate Dean for Student Affairs, Charles E. Schmidt College of Medicine, Florida Atlantic University. With an estimated 850,000 physicians, 195,000 dentists and millions of other healthcare professionals in the US, this book has a wide audience. In fact, the financial lessons from the book also apply to attorneys, accountants and other professionals who never received formal training in business or finance - much less key issues like asset protection and estate planning. One of the biggest problems for physicians and dentists is failing to look at their practices as businesses. In general, they give way too much thought to going into a professional relationship and not enough thought to coming out of it later in life. Certainly, how you share income and overhead costs is important, but what happens when one of the partners says it's time to leave? Jeffrey L. Cohen, president and CEO, Florida Healthcare Law Firm. For busy medical professionals Katz's book is an "easy read," presenting key lessons in an appealing, understandable manner. Rather than boring the reader with fac
Download or read book Financial Residency written by Ryan Inman and published by . This book was released on 2020-05-03 with total page pages. Available in PDF, EPUB and Kindle. Book excerpt: This book is everything you need to plan for your financial future and avoid paying tens of thousands of dollars to a financial advisor.A financial plan will guide you during good and bad times, ups and downs of the market, job changes, and financial setbacks. Creating a financial plan is not all about money, budgeting, and investing. It's about enabling you to live the life you truly want.As you progress through your career in medicine, you have never been taught how to prepare for a healthy financial future, leaving you vulnerable to being sold products you don't need or working so hard that you experience burnout.Physicians are the smartest people on the planet when it comes to medicine, so why not finances too? Let's change the dynamic between money and medicine and help you live your ideal life.
Download or read book The Physician s Guide to Investing written by Robert M. Doroghazi and published by Springer Science & Business Media. This book was released on 2007-11-03 with total page 220 pages. Available in PDF, EPUB and Kindle. Book excerpt: 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.
