What You’ll Uncover in James M. Dahle, MD, FACEP Fire Your Financial Advisor!
James M. Dahle, MD, FACEP – Fire Your Financial Advisor!
Over time that I’ve been serving to docs and different excessive earnings professionals cease doing dumb stuff with their cash, I’ve discovered that almost all of them aren’t hobbyists. They don’t discover private finance and investing all that attention-grabbing. In reality, if given the selection, they’d fairly not do it in any respect. Ideally, they might rent a “cash man (or gal)” who would handle all this for them for an inexpensive value.
Sadly, certainly one of two issues often occurs. The primary is that they rent a “money guy,” however that particular person both offers crummy recommendation or fees an excessive amount of for good recommendation. The second is that they grow to be so busy or so paralyzed about which “money gal” to rent that they don’t do something in any respect. Both manner, they depart some huge cash on the desk and undergo life with a way of unease that they’re doing one thing incorrect with their funds.
Does that describe you? If that’s the case, it’s time to eliminate that unease. I do know you’re busy. I do know you don’t really take pleasure in these things. However you additionally know that it’s essential to study these things. I’m going that will help you do it within the least painful manner attainable.
This course is for you. No extra wading by way of dozens of books on the library, scrolling by way of a whole lot of weblog posts on dozens of blogs, or checking in day by day with on-line boards making an attempt to realize a monetary schooling the best way the hobbyists do. For 1/tenth the worth and half the time of hiring knowledgeable monetary planner, this course will take you from feeling anxious and having no plan to having a written monetary plan you possibly can observe the remainder of your investing profession as knowledgeable and a retiree. This course is the fabric that ought to have been taught to you in faculty, medical college, or residency however by no means was.
Advantages of the Course
Whenever you end the course, you’ll really feel assured that:
You might have all of the insurance coverage you want at the absolute best value and not one of the insurance coverage you don’t want
You might be managing your pupil loans the best manner, maximizing the advantages of presidency applications, minimizing curiosity paid, and getting out of debt as quickly as attainable
You might be both able to managing your investments your self, or you might be paying a reliable advisor a good value to do it for you
You might be saving sufficient cash to succeed in your objectives and may spend the remainder on no matter you want with out feeling responsible
You aren’t paying any extra taxes than it’s essential to
Your kids and your belongings can be taken care of if one thing ought to occur to you
Your belongings are shielded from lawsuits as a lot as attainable with a easy, simple, and cheap plan
You might have a written plan to observe that may assure your monetary success
What’s In The Course
The course contains 12 modules, protecting the entire should-know topics that belong in your monetary plan. Lectures are introduced as movies and screencasts, over 7 hours complete. There’s additionally a pre-take a look at, a quiz for every part, and a last examination that will help you know that you simply’re mastering the fabric. Every quiz and the ultimate examination embody full explanations of why one reply is true and one other is incorrect. Most significantly, the course contains examples of what your monetary plan ought to seem like that you may modify and use as your individual. Better of all, you are able to do the course as rapidly or as slowly as you want. Every presentation is only a few minutes lengthy and a lot of the twelve sections solely final a couple of half hour. You may full the course in any order, skip what you already know, and return and evaluate any materials you wrestle with later. As soon as you purchase the course, it is yours without end. See the curriculum under for extra particulars.
Get instantly obtain James M. Dahle – Md – Facep – Fire Your Financial Advisor!
Take into consideration what number of books you would wish to learn to get all this data and adapt it to your distinctive scenario. Take into consideration what number of hours you would need to spend perusing blogs and web boards. Calculate how a lot your individual time is price. Contemplate how a lot a monetary advisor would cost to do that for you – $2,000-5,000 plus ongoing charges for years. Take into consideration how a lot it might value only for an hourly charge advisor to show you these eight hours of fabric at $200-500 an hour. Then contemplate the worth that this course may present for you for only a few hundred {dollars}.
Slightly than making an attempt to pack as a lot data as attainable into the course, I’ve solely included excessive-yield, should-know subjects so that you’re not losing your time. My purpose is to take you from having no monetary plan, to having an easy, written plan you imagine in and may observe the remainder of your life in as little time as attainable. Go from being financially illiterate and not using a clue to being probably the most financially educated doc in your group with an expertly written monetary plan in hand.
Purchase Fire Your Financial Advisor At this time For Simply $499!
$499 is some huge cash. I totally acknowledge that. However contemplating that the going charge for a monetary plan is often a number of thousand {dollars} and that this data is prone to save/make you a whole lot of 1000’s and even hundreds of thousands of {dollars} over the course of your profession, this course is a cut price at twice the worth. As individuals, we worth and we decide to what we’re prepared to pay for. I wish to enable you to to decide to your individual monetary future, and this complete course, together with its value, is designed that will help you do this.
No extra feeling clueless about private finance and investing. No extra losing money and time on stuff that isn’t making you happier. Let’s eliminate your debt and constructing wealth to remove monetary stress out of your life. It’s time so that you can grow to be the “rich doctor” that your loved ones, mates, and sufferers already assume you might be. Then you possibly can give attention to what you actually care about- your loved ones, your sufferers, and making the world a greater place than you discovered it.
There Is No Threat
Undecided you need it? Hesitant to commit the money and time to taking management of your funds? How about this, I am going to provide you with 7 days, threat-free, to determine. That is proper. For the primary week after you buy it, you possibly can return the course and get each dime again if it is not the life-altering expertise I do know it will likely be. I do know I can belief you to not reap the benefits of me with this supply, as a result of I do know you’ll really feel similar to the tens of 1000’s of different excessive-earnings professionals I’ve helped through the years like those that left these feedback on the weblog simply in the previous few weeks:
Testimonials
That is by far probably the most complete, straightforward to grasp, empowering and really sensible course I’ve ever come throughout. As said within the goal of the course, one may simply find yourself having personal’s written monetary plan and funding journey with all crucial instruments at hand. I’m a dwelling witness of this. I’m assured that it’ll solely get much more attention-grabbing as I declare again my monetary life. Behold, I departed from my monetary advisor and put issues so as as dictated by my written objectives. I’m thrilled and “Thank you” is simply an understatement. I deeply respect your assist to all of us in want and I’d hope we pay it ahead by educating others!
This course is wonderful! I feel it is the perfect one cease store I’ve come throughout for all issues private finance and investing.
My funds are so as at the start of my profession because of my WCI schooling so I’ll “get wealthy slowly” lengthy earlier than a “normal” retirement age. Thanks tons Dr. Dahle!
This course is the BEST INVESTMENT I HAVE EVER MADE!
Thanks for assembling all of this data in a straightforward to navigate and perceive format. My monetary competence has gone from poor to adequate sufficient to strike out alone with managing retirement investments . Your encouragement/suggestion to proceed on with my monetary schooling will take me additional because the years move. I additionally respect the scope of this lecture collection that has precipitated me to consider and act on different subjects like property planning and setting SMART objectives which spills over into different areas of life. This has been excellent news for me to listen to!
This course has actually been an eye fixed-opener for me. I used to be beneath the impression that I had no selection however to pay somebody to handle my cash however now I’ve the instruments to do it myself. I’ve a private monetary plan that may have value me 1000’s. It’s full and pertinent to my scenario and does not embody any costly superfluous merchandise. Thanks a lot for providing this course. I can be recommending it to my colleagues .
So, I’ve you to thank for re-igniting that spark, which has led to getting our monetary plan so as. And, I’ve even taken your recommendation on the right way to channel a few of that monetary vitality after I’d performed a lot of the huge issues: educate others. Final month, I started instructing a private finance curriculum for my division’s residents! Hopefully, we will all take what you ed to succeed in increasingly more physicians!
I’ve to been capable of move 7 figures 5 years put up-residency due to [you.]
The earlier you buy and full the course, the earlier you possibly can apply this useful data in your life and get a “fair shake” on Wall Road. Spend eight hours with me for simply $499 and optimize your monetary life.
Buy the course at present and let’s get ed. You’ve got put this off lengthy sufficient.
Purchase Fire Your Financial Advisor At this time for Simply $499!
Your Teacher
James M. Dahle, MD, FACEP
James M. Dahle, MD, FACEP
James M. Dahle, MD, FACEP is a practising emergency doctor and a veteran who developed a ardour for private finance and investing early in his profession after being ripped off by monetary professionals of many sorts. After a prolonged self-schooling course of, he realized no one was instructing this materials to physicians and related excessive-earnings professionals and plenty of of them had been making the identical errors he made. This ardour grew into The White Coat Investor weblog, established in Could 2011 and now probably the most broadly-learn, doctor-particular private finance and investing web site on the planet. He’s additionally the perfect-promoting creator of The White Coat Investor: A Physician’s Information to Private Finance and Investing and The White Coat Investor’s Financial Boot Camp: A 12-Step Excessive-Yield Information to Deliver Your Funds As much as Velocity. Subsequent efforts on this house embody the institution of a well-liked podcast, a YouTube channel, a dwell convention, a Fb Group, on-line programs, a subreddit, and a web based discussion board. The White Coat Investor neighborhood additionally funds a scholarship which provides away almost $100,000 in money and prizes every year to skilled college students with a purpose to promote monetary literacy and straight cut back the indebtedness of those younger professionals. This on-line course represents the subsequent step in getting this data into the palms of those that want it most with a purpose to “get a fair shake on Wall Street.”
Course Curriculum
Part 1 Introductory Supplies
What You Will Be taught (3:46)
Course Description (1:30)
Pre-Check (25 questions)
Concerning the Teacher (6:13)
Introduction to Different Assets (5:19)
Why You Want a Plan (2:30)
Instance of a Financial Plan
Written Financial Plan Worksheet
Part Quiz (6 questions)
Quiz Solutions and Explanations
Part 2 What You Want To Know About Financial Advisors
What An Advisor Can Do For You (2:57)
The Value of Recommendation (3:54)
How To Pay For Recommendation (8:42)
What To Look For In An Advisor (7:19)
How To Use An Advisor (2:55)
Can You Do It Your self? (1:16)
Transfer Your Cash (1:55)
Part Quiz (6 questions)
Quiz Solutions and Explanations
Part 3 What You Want To Know About Insurance coverage
Normal Insurance coverage Matters (2:52)
Incapacity Insurance coverage (14:16)
Life Insurance coverage (3:46)
Getting Life Insurance coverage Quotes (2:00)
Legal responsibility Insurance coverage (1:29)
Property Insurance coverage (2:02)
Well being Insurance coverage (3:05)
Avoiding Insurance coverage-Primarily based Investments (16:26)
How To Do Your Written Plan- Insurance coverage (4:52)
Examples of Insurance coverage Portion of Written Financial Plan
Part Quiz (6 questions)
Quiz Solutions and Explanations
Part 4 Growing a Plan For Your Housing
Get instantly obtain James M. Dahle – Md – Facep – Fire Your Financial Advisor!
Why a Home is an Funding (3:23)
Resisting The Urge to Purchase (6:28)
How A lot To Spend (3:01)
Interacting With Realtors (2:14)
Interacting With Lenders (1:48)
Doctor Mortgage Loans (6:53)
Paying Off Your Mortgage Early (2:15)
How To Do Your Written Plan- Housing (4:07)
Examples of Housing Portion of Written Financial Plan
Part Quiz (7 questions)
Quiz Solutions and Explanations
Part 5 Destroying Your Scholar Loans
Minimizing The Burden (2:22)
Earnings Pushed Compensation Plans (9:23)
Public Service Mortgage Forgiveness (PSLF) (4:15)
Refinancing Throughout Residency (5:17)
Refinancing After Residency (4:09)
Pay Off Debt Shortly (3:34)
Paying Off Loans vs. Investing (4:11)
How To Do Your Written Plan- Scholar Loans (4:01)
Examples of Scholar Mortgage Portion of Written Financial Plan
Part Quiz (7 questions)
Quiz Solutions and Explanations
Part 6 Spend Cash to Enhance Present and Future Happiness
Dwell Like A Resident (3:35)
Hit The Floor Working (2:01)
Money Move Planning (Budgeting) (6:24)
Price range Instance
Minimizing Mounted Bills (2:17)
Sinking Funds (1:06)
Emergency Funds (2:57)
How To Do Your Written Plan- Spending (2:53)
Examples of Spending Portion of Written Financial Plan
Part Quiz (7 questions)
Quiz Explanations and Solutions
Part 7 Creating Your Investing Plan Half One – Setting SMART Objectives That Matter To You
Setting SMART Objectives (3:53)
The Three Enemies Of The Investor (4:59)
How A lot You Want To Retire (9:32)
Financial savings Fee (2:34)
Social Safety (2:32)
Faculty Financial savings (3:38)
Future Worth Operate (4:47)
Cost Operate (3:38)
Interval Operate (3:06)
How To Do Your Written Plan- Objectives (3:47)
Examples of Objectives Portion of Written Financial Plan
Part Quiz (7 questions)
Quiz Solutions and Explanations
Part 8 Creating Your Investing Plan Half Two- Understanding Your Investing Accounts
Investing in a Taxable Account (11:21)
Learn Your Plan Paperwork (1:32)
Two Important Varieties Of Retirement Accounts (2:24)
Employer Supplied Retirement Accounts (3:48)
Self Employed Retirement Plans (2:30)
Outlined Profit Plans (1:14)
The Backdoor Roth IRA (5:46)
Well being Financial savings Account (HSA) (3:08)
A number of 401(okay)s (3:27)
529 Plans- Training Financial savings (3:54)
How To Do Your Written Plan- Investing Accounts (3:07)
Examples of Investing Accounts Portion of Written Financial Plan
Part Quiz (13 questions)
Quiz Solutions and Explanations
Part 9 Creating Your Investing Plan Half Three- Asset Allocation and Implementation
Shares, Bonds, & Mutual Funds (9:04)
The Case For Mutual Funds (6:45)
Index Funds (3:58)
Introduction To Asset Lessons (5:47)
Whole Market vs. Issue Investing (5:06)
Choices For Actual Property Investing (8:26)
Selecting an Asset Allocation (11:29)
The Easy Strategy (3:22)
Tax-Effectivity and Asset Location (10:01)
Implementing Your Asset Allocation (13:50)
Rebalancing Your Portfolio (3:53)
Investing In Retirement (7:48)
How To Do Your Written Plan- Asset Allocation (9:26)
Examples of Asset Allocation Portion of Written Investing Plan
Part Quiz (10 questions)
Quiz Solutions and Explanations
Part 10 Property Planning
Functions of Property Planning (0:36)
Why You Want a Will (2:01)
Probate and Designating Beneficiaries (2:49)
Revocable Trusts (2:30)
Avoiding The Demise Tax (7:46)
How To Present Property (2:05)
Irrevocable Trusts (1:48)
When To Meet With An Property Planning Lawyer (0:45)
How To Do Your Written Plan- Property Planning (2:37)
Examples of Property Planning Portion of Written Financial Plan
Part Quiz (8 questions)
Quiz Solutions and Explanations
Part 11 Asset Safety
Evaluating Your Dangers (8:45)
Insurance coverage- The First Line of Protection (2:42)
Studying Your State Asset Safety Legal guidelines (8:24)
Ought to I Incorporate My Apply? (2:35)
Separating Poisonous and Non-Poisonous Property (2:34)
Superior Asset Safety (5:01)
How To Do Your Written Plan-Asset Safety (3:19)
Examples of Asset Safety Portion of Written Financial Plan
Part Quiz (7 Questions)
Quiz Solutions and Explanations
Part 12 Staying The Course
Staying The Course & Market Historical past (5:32)
Preliminary and Persevering with Financial Training (1:54)
Modifying The Plan (2:19)
How To Do Your Written Financial Plan- Ending the Plan (5:19)
Financial Plan Worksheet
Implementing Your Plan (3:01)
Part Quiz (8 Questions)
Quiz Solutions and Explanations
Last Examination (50 Questions)
Last Examination Solutions and Explanations
Please Go away Us Suggestions To Enhance the Course
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