James M. Dahle – Md – Facep – Fire Your Financial Advisor!

Over the years that I’ve been helping doctors and other high income professionals stop doing dumb stuff with their money, I’ve learned that

James M. Dahle – Md – Facep – Fire Your Financial Advisor!

Over the years that I’ve been helping doctors and other high income professionals stop doing dumb stuff with their money, I’ve learned that most of them aren’t hobbyists. They don’t find personal finance and investing all that interesting. In fact, if given the choice, they’d rather not do it at all. Ideally, they would hire a “money guy (or gal)” who would take care of all this for them for a reasonable price.

Unfortunately, this is usually one of two. The first is hiring a. “money guy,” However, they may give bad advice or charge too much. They become too busy or paralyzed by it. “money gal” to hire that they don’t do anything at all. They either leave a lot of money and feel uneasy about their finances.

Do you feel like that? If so, it’s time to get rid of that unease. I know you’re busy. I know you don’t actually enjoy this stuff. You also know you must learn this stuff. I’m going to help you do it in the least painful way possible.

This course is for YOU. There’s no need to spend hours perusing dozens and dozens on books at the library, reading hundreds of blog posts from dozens, or checking in with forums online trying to get a financial education like hobbyists. This course is half the cost and takes half the time to hire a professional financial advisor. It will help you go from feeling anxious and without a plan to a written financial plan that you can use for the rest of your investment career, professional or retired. This course covers the same material that you should have learned in medical school, residency, and college.

The Course has many benefits

When you finish the course, you’ll feel confident that:

You have all the insurance you need at the best possible price and none of the insurance you don’t need
Manage your student loans correctly, maximize the benefits of government programs, minimize interest paid and get out of debt as quickly as possible.
Either you are competent enough to manage your investments, or you pay a qualified advisor a fair price for it.
You’re saving enough money to achieve your goals, and you can spend the rest on what you want without feeling guilty
You aren’t paying any more taxes than you need to
Your Your assets and children will be looked after if you have to go.
Your Simple, affordable, and cost-effective plans will protect your assets from any lawsuits.
A written plan will ensure your financial success.

What’s in the Course

The course consists of 12 modules and covers all aspects.-Know the subjects that are relevant to your financial plan. Lectures are delivered as videos and screencasts. They last over seven hours. A pre-registration is required.-test, a quiz for each section, and a final exam to help you know that you’re mastering the material. You will be able to explain why one answer is correct or wrong on each quiz and final exam. You can also modify the examples to create your own financial plan. You can complete the course in as little or as much time as you wish. Each presentation lasts only a few minutes and the majority of the 12 sections take around half an hour. The course can be completed in any order. You can skip the material you are familiar with and return to it later to review what you missed. The course is yours for life once you purchase it. You can find more details in the curriculum.

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Consider how many books it would take to find all the information you need and to adapt it to your particular situation. Consider how many hours you’d spend browsing blogs and other internet forums. Find out how much time you are worth. Think about how much it would cost to have a financial advisor do this for you. $2,000-5,000, plus ongoing fees for years. Consider how much it would be to have an advisor at an hourly rate who teaches you this eight-hour course for $200-500 an hour. Consider the value this course could bring to you for only a few hundred dollars.

I chose to limit the amount of information that I include in my course rather than trying hard to fit as much information into it as possible.-Do not yield-know topics so you’re not wasting your time. My goal is to get you from having no financial plan to having one that you can trust and use for the rest of your lives. With a professionally written financial plan, you can go from being financially ignorant to being the most knowledgeable doctor in your group.
Buy Fire Your Financial Get an Advisor Now for Only $499

$499 is a large sum. This is something that I understand. The going rate for a financial planning course is usually several thousand dollars. This information will likely save you thousands to even millions over your career. We value and commit to what we pay for. This entire course, which includes its price, will help you make a commitment to your financial future.

You won’t feel confused about investing and personal finance. No more wasting time and money on stuff that isn’t making you happier. Let’s get rid of your debt and building wealth to eliminate financial stress from your life. It’s time for you to become the “rich doctor” Your family, friends, patients, and colleagues already believe you are. This will allow you to focus on the things you truly care about: your family, your patients and making the world better than it is.
There is no risk

You aren’t sure if you want it? Do you hesitate to put your money and time into financial control? You can try it, I’ll give 7 days of risk.-free, to decide. That’s right. If you aren’t satisfied with the course within the first week of purchase, you can return it and receive every penny back.-It will be a life-changing experience, I am certain. Because I know that you will feel exactly like the tens or thousands of high-achieving people, I trust you to not take advantage of my offer.-Income professionals are people I have helped over time, just like those who posted these comments on my blog in the past few weeks.
Testimonials

This course is hands down the most practical, comprehensive, understandable, empowering, and easy-to-follow. The course’s objective is to help students create a written financial plan, investment strategy and all the tools necessary. As a witness, I know this firsthand. It will get more exciting as I regain control of my financial life. It is now that I am free from the financial advisor and have put everything in order according to my written goals. I am so happy. “Thank you” This is an exaggeration. Your kindness and support for all those in need is greatly appreciated. I hope that we can pass it on to others.

This course is incredible! It’s my favorite place to learn about personal finance and investing.

My finances are in order at the beginning of my career thanks to my WCI education so I will “get rich slowly” long before a “normal” Retirement age. Many thanks Dr. Dahle!

This is my best investment!

We appreciate the way you compiled all this information into an easy-to-understand format. My financial knowledge has improved to the point that I am competent enough to handle my own retirement investments. Your encouragement/recommendation to continue on with my financial education will take me further as the years pass. I appreciate the breadth and depth of this lecture series. It has made me think about and take action on other topics, such as estate planning or setting SMART goals. These ideas have influenced my other areas of life. It has been a great news to hear this!

This course was eye-opening.-opener for me. I used to believe that I could only pay someone to manage money, but I now have the tools to do it all myself. A personal financial plan saved me thousands of dollars. It is comprehensive and applicable to my situation. It doesn’t include unnecessary or expensive products. This course was a great help. It is something I will recommend to all my colleagues.

You are to be commended for your reassurance.-This has helped us to get our financial plan in place. And, I’ve even taken your advice on how to channel some of that financial energy after I’d done most of the big things: teach others. Last month, I began teaching a personal finance curriculum for my department’s residents! I hope we can all use what we have to reach more physicians!
Five years after I started, I have been able 7-figures.-Residence because of [you.]

You can use this valuable information in your daily life immediately after you complete the course. “fair shake” Wall Street. For only $499, spend eight hours with me to optimize your financial life.
Purchase the course today and let’s get ed. This has been too long!
Buy Fire Your Financial Get Advisor Now for Only $499

Your Instructor

James M. DahleFACEP, MD
James M. DahleFACEP, MD

James M. DahleFollowing a long career as an emergency physician, Dr. FACEP became a passionate investor and financial advisor after being ripped off by various financial professionals. After a lengthy self-He realized that no one was teaching this material for physicians or other high-ranking professionals.-Income professionals were not the only ones making the same mistakes as he did. This passion led to The White Coat Investor blog. It was established May 2011, and is now the most widely read.-read, physician-The best personal finance and investment website on the planet. He is also the greatest.-The White Coat Investor: A Physician’s Guide to Personal Finance and Investing and The White Coat Investor’s is being sold Financial Boot Camp: 12-Step up-Yield Guide for Bring Your Finances are up to speed. In this space, subsequent efforts include the establishment a popular podcast and a YouTube channel. A live conference, a Facebook Group, an online course, a subreddit and an online forum were also established. In order to encourage financial literacy and reduce indebtedness among young professionals, the White Coat Investor community funds a scholarship that gives away almost $100,000 in cash and prizes each yearly. This online course is the next step to getting this information in the hands of those who really need it. “get a fair shake on Wall Street.”

Course Curriculum

Section 1 Introduction Materials

What You’ll Learn (3:46).

Course Description (1:30).

Pre-Test (25 questions)

About the Instructor (6.13)

Introduction to Other Resources (5.19)

Why You Need a Plan (2:30).

Example of a Financial Plan

Written Financial Plan Worksheet

Section Quiz (6 questions)

Quiz Answers & Explanations

Section 2: What you need to know about Financial Advisors

How an advisor can help you (2:57)

The Cost of Advice (3.54)

How to pay for advice (8:42)

What to Look for in an Advisor (7:19).

How to Use an Advisor (2:55).

You can do it yourself. (1:16)

How to Move Your Money (1.55)

Section Quiz (6 questions)

Quiz Answers & Explanations

Section 3: Insurance basics

General Insurance Topics (2.52)

Disability Insurance (14.16)

Life insurance (3:46).

Getting Life Insurance Quotes (2:20)

Liability insurance (1:29).

Property insurance (2:02).

Health insurance (3:05).

Avoiding Insurance-Based Investments (16.26)

What to Do Your Written Plan- Insurance (4.52)

Examples of Insurance Portion of Written Financial Plan

Section Quiz (6 questions)

Quiz Answers & Explanations

Section 4 Developing and implementing a plan Your Housing

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Why a house is an investment (3:23).

Resisting the urge to buy (6:28).

How Much Should You Spend (3.01)

Interacting with realtors (2:14).

Interacting with lenders (1:48).

Physician Mortgage Loans (6.53)

Paying off Your Mortgage Early (2.15)

What to Do Your Written Plan- Housing (4:07)

Examples of the Housing Portion of Written Financial Plan

Section Quiz (7 questions)

Quiz Answers & Explanations

Section 5: Destruction Your Student Loans

Minimizing the Burden (2.22)

Income Driven Repayment Plans (9:23)

Public Service Loan Forgiveness (4:15).

Refinancing During Residency (5:17)

Refinancing After Residency (4:09)

Pay Off Debt Quickly (3.34).

Paying off loans vs. Investing (4.11)

What to Do Your Written Plan- Student Loans (4.01)

Examples of the Student Loan Portion of Written Financial Plan

Section Quiz (7 questions)

Quiz Answers & Explanations

Section 6: How to spend money to increase happiness in the future and present

Live like a Resident (3.35)

Run to the Finish (2:01)

Cash Flow Planning and Budgeting (6:24)

Budget Example

Minimizing Fixed Expenses (2:17)

Sinking Funds (1.06)

2.57 Emergency Funds

What to Do Your Written Plan- Spending (2:53)

Examples of Spending Portion Of Written Financial Plan

Section Quiz (7 questions)

Questions and answers to Quiz

Section 7 Creating Your Part One of the Investing plan – Setting SMART goals that matter to you

Setting SMART Goals (3:53)

The Three Enemies Of The Investor (4:59).

How much do you need to retire (9:32).

Savings Rate (2.34)

Social Security (2.32)

College Savings (3.38)

Future Value Function (4.47)

Payment Function (3.38)

Period Function (3.06)

What to Do Your Written Plan- Goals (3:47)

Examples of Goals Part of Written Financial Plan

Section Quiz (7 questions)

Quiz Answers & Explanations

Section 8 – Creating Your Investing Plan Part Two- Understanding Your Investing accounts

Investing in a Taxable account (11:21).

Read Your Plan Documents (1.32)

Two Major Types of Retirement Accounts (2.24)

3:48 Employer-Provided Retirement Accounts

Self Employed Retirement Plans (2:30)

Defined benefit plans (1:14).

The Backdoor Roth Invest (5:46)

Health Savings Accounts (HSA) (3.08)

Multiple 401(k),s (3:27).

529 Plans- Education Savings (3.54)

What to Do Your Written Plan- Investing Accounts (3:07)

Examples of Investing Accounts Portion Financial Plan

Section Quiz (13 questions)

Quiz Answers & Explanations

Section 9 Creating Your Part Three of the Investing plan – Asset Allocations and Implementation

Stocks, Bonds, & Mutual Funds (9:04)

The Case For Mutual Funds (6.45)

Index Funds (3.58)

Introduction to Asset Classes (5.47)

Total Market vs. Factor Investing (5.06)

Options For Real Estate Investing (8:26)

11:29 – How to choose an asset allocation

The Simple Approach (3.22)

Tax-Efficiency and Asset Locatio (10:01).

Implementing Your Asset Allocation (13.50)

Rebalancing Your Portfolio (3:53)

Investing in Retirement (7:48).

What To Do Your Written Plan- Asset Allocation (9:26)

Examples of the Asset Allocation Portion in a Written Investing Plan

Section Quiz (10 questions)

Quiz Answers & Explanations

Section 10 Estate Planning

Estate Planning Purposes (0:36).

Why you need a will (2:01).

(2) Probate and Designating Beneficiaries (2.49)

Revocable trusts (2:30)

Avoiding the Death Tax (7.46)

How to gift assets (2:05).

Irrevocable trusts (1:48).

Meeting with an Estate Planning Attorney (0.45)

What to Do Your Written Plan- Estate Planning (2:37)

Examples of Estate Planning Portion Of Written Financial Plan

Section Quiz (8 questions)

Quiz Answers & Explanations

Section 11 Asset Protection

Evaluating Your Risks (8.45).

Insurance- The First Line of Defense (2.42)

Learning Your State Asset Protection Laws (8.24)

Should I Incorporate My Business? (2:35)

Separating toxic and nontoxic substances-Toxic Assets (2.34)

Advanced Asset Protection (5.01)

What to Do Your Written Plan-Asset Protection (3.19)

Examples of Asset Protection Portion of Written Financial Plan

Section Quiz (7 Questions)

Quiz Answers & Explanations

Section 12 – Staying on the Course

Staying The Course & Market History (5:32)

Initial and ongoing Financial Education (1.54)

Modifying The Plan (2.19)

What To Do Your Written Financial Plan- Finishing the plan (5:19).

Financial Plan Worksheet

Implementing Your Plan (3:01)

Section Quiz (8 Questions)

Quiz Answers & Explanations

Final Exam (50 Questions).

Final Exam Answers and Explanations

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