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Author: James M. Dahle Publisher: White Coat Investor LLC the ISBN: 9780991433100 Category : Business & Economics Languages : en Pages : 160
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
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: Nancy Langdon Jones Cfp(r) Publisher: ISBN: 9780985259426 Category : Languages : en Pages : 280
Book Description
Finally, together in one place, a comprehensive step-by-step process for launching your career as a financial planner. Here is everything you need to know - from getting the right credentials to getting the right clients. Over the next few decades, billions of dollars will be changing hands as millions of Baby Boomers retire. Learn how you can play an important role in ensuring the financial health of future generations! The 8th edition of So You Want to Be a Financial Planner is chock full of actionable tips to jump-start your career, including dozens of valuable new resources from proven business models and state of the art technology. Over 100 current links point the way to blogs and websites of giants in the industry, putting you on the cutting edge of today's thriving financial planning profession. Follow updated case histories from more than two dozen successful financial planners. You'll see yourself in one of their stories and know the steps to take to start your journey, while circumventing the mistakes they made. Learn which organizations will enhance your career, and which to avoid. Discover how to navigate the regulatory jungle with usable 'how to' guidance, including specific sources to get you educated, registered and up and running a profitable business as soon as possible.
Author: Charlie Jewett Publisher: Createspace Independent Publishing Platform ISBN: 9781533562487 Category : Languages : en Pages : 58
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: John P. Napolitano CPA, PFS, CFP Publisher: Penguin ISBN: 1440626405 Category : Business & Economics Languages : en Pages : 356
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
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: Caleb Brown Publisher: Coventry House Publishing ISBN: Category : Business & Economics Languages : en Pages : 123
Book Description
From determining your hiring needs, to crafting an effective job description, identifying and vetting top talent, to making the right compensation offer, Successful Hiring for Financial Planners is a straightforward guide that provides practical wisdom and real-world experience for how to effectively execute the hiring process for your first (or next) financial planning hire in your growing advisory firm. Inside this guide you will learn: • How to develop an appealing career track • When you should begin the hiring process • How to let your firm's culture recruit for you • The art and science of screening candidates • How to overcome common hiring struggles • Practical tips to handle underperformers • How to develop a succession plan Successful Hiring for Financial Planners delivers a comprehensive plan to help your firm grow so you can serve the consumers who are in need of your guidance the most.
Author: G. Scott Budge Publisher: John Wiley & Sons ISBN: 0470435283 Category : Business & Economics Languages : en Pages : 262
Book Description
Praise for The New Financial Advisor "For those of us who are working day to day on the frontier of wealth management, Scott Budge has done a remarkable job of mapping out this new territory--helping families achieve life outcomes. Budge's book is a valuable primer for advisors who are ready to embrace the psychological aspects of their role with families as a complement to their financial expertise." --Dirk Junge, Chairman and CEO, Pitcairn "At the time when the qualitative issues of human development are becoming the dominant questions for families, Scott Budge's defining of the New Financial Advisor brings to life the kind of advisor who will be most helpful to families in the years to come." --James (Jay) E. Hughes, author of Family Wealth: Keeping It in the Family and Family: The Compact Among Generations "The modern financial advisory landscape is more complex than most advisors realize. Successful advisors will gain a map and a compass if they take advantage of Scott Budge's many insights and words of wisdom. The New Financial Advisor keeps the focus on outcomes, and advisors will discover investment solutions uniquely suited for families." --Charlotte B. Beyer,founder and CEO, Institute for Private Investors "Scott Budge has written a wise, warm, and informative guide to navigating the human side of wealth management. The New Financial Advisor should be on the short list of required reading for anyone who aspires to the role of 'Most Trusted Advisor.' I know I'll be consulting it often." --Elizabeth P. Anderson, CFA, Beekman Wealth Advisory, LLC "Scott has rightly perceived that today's financial advisors can play a different role--helping their clients navigate their family relationships around wealth. The New Financial Advisor's theory and practices provides examples to achieve this goal." --Charles W. Collier, Senior Philanthropy Advisor, Harvard University, and author of Wealth in Families
Author: Pete Matthew Publisher: Harriman House Limited ISBN: 0857196529 Category : Business & Economics Languages : en Pages : 182
Book Description
In The Meaningful Money Handbook, personal finance expert and podcaster extraordinaire Pete Matthew guides you through everything you need to KNOW and everything you need to DO to build a secure financial future for yourself and your family. This is achievable for everyone by following three simple steps: 1. Spend less than you earn and clear debt. 2. Insure against disaster. 3. Build up your savings and invest wisely. You will learn: • How to get out of debt as quickly as possible. • Techniques for good financial control, so you can avoid getting into debt again. • The importance of insurance for laying down a foundation on which to build a solid financial plan, which isn’t washed away by an unexpected disaster. • How to save and invest simply and efficiently so that you can work your way towards future financial freedom. No matter your starting position, or your existing level of comfort with dealing with your money, Pete Matthew’s calm, straightforward and jargon-free approach will appeal to you and help you to set out on the right path. The Meaningful Money Handbook is a practical guide to succeeding with money by cutting out the stuff you don’t need to know, and clarifying the essential things you need to do, to make a real difference to your life. Don’t put it off any longer – pick up this book and start to take a meaningful approach to your money today.
Author: Bradley T. Klontz Publisher: Springer ISBN: 3319082698 Category : Psychology Languages : en Pages : 381
Book Description
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.
Author: Jason R. Rich Publisher: Entrepreneur Press ISBN: 1613081227 Category : Business & Economics Languages : en Pages : 381
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: James M. Dahle
Author: James M. Dahle
Author: Nancy Langdon Jones Cfp(r)
Author: Charlie Jewett
Author: John P. Napolitano CPA, PFS, CFP
Author: John P. Napolitano
Author: Caleb Brown
Author: G. Scott Budge
Author: Pete Matthew
Author: Bradley T. Klontz
Author: Jason R. Rich