Financial Planning for Doctors and Dentists
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Financial and retirement planning for doctors, dentists and medical professionals
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Financial Planning for Doctors and Dentists
- 1. A Financial Prescription for Doctors and Dentists Strategies for Achieving Your Personal and Career Goals www.davidikatzauthor.com
- 2. The financial facts of life have never been more important for doctors, dentists and other medical professionals www.davidikatzauthor.com
- 3. My wife has been a physician for over 25 years. I understand the pressures and demands that medical professionals deal with every day. ~ David I. Katz, financial advisor www.davidikatzauthor.com
- 4. The nation's healthcare system is undergoing a dramatic change. Medical professionals need guidance in managing their day-to- day finances, setting aside money for the future, and achieving their long-term personal goals. www.davidikatzauthor.com
- 5. 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 www.davidikatzauthor.com
- 6. Just like medicine or dentistry, financial planning is a specialized professional discipline. Most medical professionals – especially those with active practices – lack the time, training or inclination to become experts in the complex global financial markets. www.davidikatzauthor.com
- 7. Chapter 1 - Understanding the Financial Facts of Life www.davidikatzauthor.com
- 8. Chapter 2 - I'm a Doctor - Now What? www.davidikatzauthor.com
- 9. Chapter 3 - Building Good Financial Habits www.davidikatzauthor.com
- 10. Chapter 4 - Fundamentals of Investment www.davidikatzauthor.com
- 11. Chapter 5 - Guarding Against Financial Risks www.davidikatzauthor.com
- 12. Chapter 6 - Approaching Retirement - Key Decisions www.davidikatzauthor.com
- 13. Chapter 7 - Enjoying Your Retirement www.davidikatzauthor.com
- 14. Chapter 8 - Estate Planning www.davidikatzauthor.com
- 15. Chapter 9 - Conclusion - You Can Do It! www.davidikatzauthor.com
- 16. Tools and Tips • Personal Stories and Case Studies • Glossary of Retirement Terms • Checklists of Key Documents • Avoiding Retirement Scams www.davidikatzauthor.com
- 17. Resources • Sample Physician Employment Agreement • Federal Income Tax Brackets and Projected Tax-Deferred Yields • 20 Questions to Ask a Prospective Financial Advisor • Sample Asset Purchase Form www.davidikatzauthor.com
- 18. All profits from the sale of this book will be donated to the National Multiple Sclerosis Society, South Florida Chapter, which provides services and support to MS patients and their families; and to Smile Train, an international children’s charity that provides free cleft lip and palate repair surgery to children. www.davidikatzauthor.com
- 20. about David I. Katz, Wealth Manager and Financial Advisor: I bring more than two decades of experience to my role as an advisor and guide to today's volatile financial markets. I also have a deep understanding of the financial issues facing many doctors, dentists, and other medical professionals. www.davidikatzauthor.com
- 21. My clients will tell you that I clarify, diagnose and prepare a clear path of options for them and their families. ~ David I Katz www.davidikatzauthor.com
- 22. David I Katz Author · Financial Advisor · Speaker • Named as one of the "Best Financial Advisers for Doctors" by Medical Economics Magazine 2011, 2012, 2013 and 2014 • Five Star Wealth Manager Award Winner in Florida and NJ 2012, 2013 and 2014 by Five Star Professional • Named as one of the "Best Financial Advisers for Dentists" 2012, 2013 and 2014 by Dental Products Report www.davidikatzauthor.com
- 23. free download 20 Questions to Ask a Prospective Financial Advisor www.davidikatzauthor.com
Editor's Notes
- A Financial Prescription for Doctors and Dentists - Strategies for Achieving Your Personal and Career Goals
- The financial facts of life have never been more important for doctors, dentists and other medical professionals
- My wife has been a physician for over 25 years. I understand the pressures and demands that medical professionals deal with every day. ~ David I. Katz, financial advisor
- The nation's healthcare system is undergoing a dramatic change. Medical professionals need guidance in managing their day-to-day finances, setting aside money for the future, and achieving their long-term personal goals.
- 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
- Just like medicine or dentistry, financial planning is a specialized professional discipline. Most medical professionals – especially those with active practices – lack the time, training or inclination to become experts in the complex global financial markets.
- Chapter 1 - Understanding the Financial Facts of Life
- Chapter 2 - I'm a Doctor - Now What?
- Chapter 3 - Building Good Financial Habits
- Chapter 4 - Fundamentals of Investment
- Chapter 5 - Guarding Against Financial Risks
- Chapter 6 - Approaching Retirement - Key Decisions
- Chapter 7 - Enjoying Your Retirement
- Chapter 8 - Estate Planning
- Chapter 9 - Conclusion - You Can Do It!
- Tools and Tips Personal Stories and Case Studies Glossary of Retirement Terms Checklists of Key Documents Avoiding Retirement Scams
- Resources Sample Physician Employment Agreement Federal Income Tax Brackets and Projected Tax-Deferred Yields 20 Questions to Ask a Prospective Financial Advisor Sample Asset Purchase Form
- All profits from the sale of this book will be donated to the National Multiple Sclerosis Society, South Florida Chapter, which provides services and support to MS patients and their families; and to Smile Train, an international children’s charity that provides free cleft lip and palate repair surgery to children.
- Buy the book: Amazon, iBook, Barnes & Noble
- about David I. Katz, Wealth Manager and Financial Advisor: I bring more than two decades of experience to my role as an advisor and guide to today's volatile financial markets. I also have a deep understanding of the financial issues facing many doctors, dentists, and other medical professionals.
- My clients will tell you that I clarify, diagnose and prepare a clear path of options for them and their families. ~ David I. Katz
- David I Katz Author · Financial Advisor · Speaker Named as one of the "Best Financial Advisers for Doctors" by Medical Economics Magazine 2011, 2012, 2013 and 2014 Five Star Wealth Manager Award Winner in Florida and NJ 2012, 2013 and 2014 by Five Star Professional Named as one of the "Best Financial Advisers for Dentists" 2012, 2013 and 2014 by Dental Products Report
- free download: http://eepurl.com/5J4P5 20 Questions to Ask a Prospective Financial Advisor