POPULARITY
2 episodes with James M Dahle
2 episodes with James M Dahle
2 episodes with James M Dahle
2 episodes with James M Dahle
2 episodes with James M Dahle
BIO: James M. Dahle, MD, is a practicing emergency physician who took an interest in personal finance and investing in residency after getting ripped off by every financial professional he came into contact with. He founded The White Coat Investor in 2011 to help fellow docs get a fair shake on Wall Street.STORY: James got sold a whole life insurance policy in medical school. He invested in it, thinking it would be a good option, only to realize seven years later that it was not. When he pulled out of the policy, he lost 33% of the premiums he had paid.LEARNING: You must understand anything you buy. Don't buy more insurance than you need. Focus on one catastrophe-related insurance product that's reasonable. “Insurance is expensive, so don't buy more than you need.”James M. Dahle Guest profileJames M. Dahle, MD, is a practicing emergency physician who took an interest in personal finance and investing in residency after getting ripped off by every financial professional he came into contact with. He founded The White Coat Investor in 2011 to help his fellow docs get a fair shake on Wall Street.Worst investment everWhen James was a medical student with minimal income, a friend interning with a large mutual life insurance company convinced him to buy a whole life insurance policy.Looking back, what James really needed as far as insurance went was a term life insurance policy. At that point, he was married with no kids, and his wife was designing her life around his financial future as a doctor. The insurance policy James invested in, partially as an investment, was a whole life insurance policy. He held on to that policy for about seven years when he realized this was not a good deal for him. Not only was it not the insurance James needed, but it was a lousy investment.By the time James surrendered that policy, his cumulative return was minus 33% of the premiums he had paid. So he walked away with only two-thirds of the money he had paid into it.Lessons learnedYou must understand anything you buy, especially if it has a long commitment.Don't buy more insurance than you need.Andrew's takeawaysFocus on one catastrophe-related insurance product that's reasonable, find the best price on it, and set it up to protect your family against that catastrophe. Then, build a solid investment plan with the remainder of your money.Actionable adviceWhile you don't want to get paralysis analysis, you do need to take the time to understand what you're buying, whether it's an insurance policy or an investment. You need to know how it works and how it's likely to perform over the long term so you're not disappointed and end up bailing out.James's recommendationsJames recommends evaluatelifeinsurance.org if you're already in a whole life insurance policy and trying to decide whether it's worth keeping it, even though maybe you shouldn't have bought it originally. He also recommends the Fire Your Financial Advisor, designed to help you write a financial plan to go from zero to 60.No.1 goal for the next 12 monthsJames's number one goal for the next 12 months is to help as many doctors as possible reach a situation where they feel good about their finances, whether...
Dr. James M. Dahle of The White Coat Investor talks about the diminishing returns of more hard work Episode 2421: The Diminishing Returns of More Hard Work by Dr. James Dahle with Physician on Fire The White Coat Investor is the most widely-read, physician-specific personal finance and investing website in the world. It is the premier resource for high-income professionals looking for unbiased information about all things financial or simply a referral to a trusted professional providing good advice at a fair price. What started as a simple blog has grown into a multi-media company that will provide you the financial information you need in whatever format you prefer. The original post can be found here: https://www.physicianonfire.com/diminishing-returns-work/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. James M. Dahle of The White Coat Investor talks about the diminishing returns of more hard work Episode 2421: The Diminishing Returns of More Hard Work by Dr. James Dahle with Physician on Fire The White Coat Investor is the most widely-read, physician-specific personal finance and investing website in the world. It is the premier resource for high-income professionals looking for unbiased information about all things financial or simply a referral to a trusted professional providing good advice at a fair price. What started as a simple blog has grown into a multi-media company that will provide you the financial information you need in whatever format you prefer. The original post can be found here: https://www.physicianonfire.com/diminishing-returns-work/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. James M. Dahle of The White Coat Investor talks about the diminishing returns of more hard work Episode 2421: The Diminishing Returns of More Hard Work by Dr. James Dahle with Physician on Fire The White Coat Investor is the most widely-read, physician-specific personal finance and investing website in the world. It is the premier resource for high-income professionals looking for unbiased information about all things financial or simply a referral to a trusted professional providing good advice at a fair price. What started as a simple blog has grown into a multi-media company that will provide you the financial information you need in whatever format you prefer. The original post can be found here: https://www.physicianonfire.com/diminishing-returns-work/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
It's often beneficial to target income for tax planning purposes while working and even more so during your retirement years when you have more control over how you generate your income. Realizing income in lower brackets while avoiding higher brackets is the essence of this strategy which can quickly get complex. In this episode, Tyler Emrick, CFA®, CFP®, reviews a recent article from Dr. James M. Dahle of the popular "The White Coat Investor" blog and podcast that suggests planning for the Medicare IRMAA surcharge doesn't matter. Hear Tyler discuss IRMAA and its impact on your tax-smart retirement income planning. And be sure to pay attention to the broader framework of how to think about income targeting, which we'll dive into in more detail in an upcoming episode. See the reference article from Dr. James M. Dahle of the White Coat Investor here: https://www.whitecoatinvestor.com/irmaa Here are some of the things we will discuss in this episode: What is IRMAA and how does it work? What parts of Medicare does this impact? Details on the different thresholds. The different planning discussions we have with people as we look at specific scenarios. Check out our previous discussions on Medicare: Retiree Health Insurance Part 1: Medicare - https://www.truewealthdesign.com/ep-58-retiree-health-insurance-part-1-medicare/ Retiree Health Insurance Part 2: Pre-Medicare - https://www.truewealthdesign.com/ep-59-retiree-health-insurance-part-2-pre-medicare/ Have questions? Need help making sure your investments and retirement plan are on track? Click to schedule a free 15-minute call with one of True Wealth's CFP® Professionals. http://bit.ly/calltruewealth
Dr. James M. Dahle of The White Coat Investor tells you what you need to know about laddering CDs Episode 2324: MONDAY MASTERY - What You Need to Know About Laddering CDs by Dr. James M. Dahle The White Coat Investor is the most widely-read, physician-specific personal finance and investing website in the world. It is the premier resource for high-income professionals looking for unbiased information about all things financial or simply a referral to a trusted professional providing good advice at a fair price. What started as a simple blog has grown into a multi-media company that will provide you the financial information you need in whatever format you prefer. The original post can be found here: https://www.whitecoatinvestor.com/laddering-cds/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. James M. Dahle of The White Coat Investor tells you what you need to know about laddering CDs Episode 2324: MONDAY MASTERY - What You Need to Know About Laddering CDs by Dr. James M. Dahle The White Coat Investor is the most widely-read, physician-specific personal finance and investing website in the world. It is the premier resource for high-income professionals looking for unbiased information about all things financial or simply a referral to a trusted professional providing good advice at a fair price. What started as a simple blog has grown into a multi-media company that will provide you the financial information you need in whatever format you prefer. The original post can be found here: https://www.whitecoatinvestor.com/laddering-cds/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. James M. Dahle of The White Coat Investor tells you what you need to know about laddering CDs Episode 2324: MONDAY MASTERY - What You Need to Know About Laddering CDs by Dr. James M. Dahle The White Coat Investor is the most widely-read, physician-specific personal finance and investing website in the world. It is the premier resource for high-income professionals looking for unbiased information about all things financial or simply a referral to a trusted professional providing good advice at a fair price. What started as a simple blog has grown into a multi-media company that will provide you the financial information you need in whatever format you prefer. The original post can be found here: https://www.whitecoatinvestor.com/laddering-cds/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalFinanceDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Today's guest is Dr. James M. Dahle, founder of The White Coat Investor, the most widely read physician-focused financial advice website. Dr. Dahle is not just an experienced emergency physician, but also a leading advocate for unbiased financial education for professionals. Check out the full episode to learn from his wealth of experience and knowledge! Links mentioned:White Coat Investor Blog: https://www.whitecoatinvestor.com/White Coat Investor YouTube Channel:https://www.youtube.com/thewhitecoatinvestorWatch previous episodes of Infinite Financial Freedom:
Dr. James M. Dahle of The White Coat Investor talks about leasing a car for your business. This is part 2 of 2. Episode 887: [Part 2] Can You Lease Your Car to Your Business? by Dr. James M. Dahle The White Coat Investor is the most widely-read, physician-specific personal finance and investing website in the world. It is the premier resource for high-income professionals looking for unbiased information about all things financial or simply a referral to a trusted professional providing good advice at a fair price. What started as a simple blog has grown into a multi-media company that will provide you the financial information you need in whatever format you prefer. The original post can be found here: https://www.whitecoatinvestor.com/should-your-business-lease-a-car/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. James M. Dahle of The White Coat Investor talks about leasing a car for your business. This is part 2 of 2. Episode 887: [Part 2] Can You Lease Your Car to Your Business? by Dr. James M. Dahle The White Coat Investor is the most widely-read, physician-specific personal finance and investing website in the world. It is the premier resource for high-income professionals looking for unbiased information about all things financial or simply a referral to a trusted professional providing good advice at a fair price. What started as a simple blog has grown into a multi-media company that will provide you the financial information you need in whatever format you prefer. The original post can be found here: https://www.whitecoatinvestor.com/should-your-business-lease-a-car/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. James M. Dahle of The White Coat Investor talks about leasing a car for your business. This is part 1 of 2. Episode 886: [Part 1] Can You Lease Your Car to Your Business? by Dr. James M. Dahle The White Coat Investor is the most widely-read, physician-specific personal finance and investing website in the world. It is the premier resource for high-income professionals looking for unbiased information about all things financial or simply a referral to a trusted professional providing good advice at a fair price. What started as a simple blog has grown into a multi-media company that will provide you the financial information you need in whatever format you prefer. The original post can be found here: https://www.whitecoatinvestor.com/should-your-business-lease-a-car/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
Dr. James M. Dahle of The White Coat Investor talks about leasing a car for your business. This is part 1 of 2. Episode 886: [Part 1] Can You Lease Your Car to Your Business? by Dr. James M. Dahle The White Coat Investor is the most widely-read, physician-specific personal finance and investing website in the world. It is the premier resource for high-income professionals looking for unbiased information about all things financial or simply a referral to a trusted professional providing good advice at a fair price. What started as a simple blog has grown into a multi-media company that will provide you the financial information you need in whatever format you prefer. The original post can be found here: https://www.whitecoatinvestor.com/should-your-business-lease-a-car/ Visit Me Online at OLDPodcast.com Interested in advertising on the show? Visit https://www.advertisecast.com/OptimalStartUpDaily Learn more about your ad choices. Visit megaphone.fm/adchoices
In this episode, Dave and Brandon had the pleasure to chat with the "White Coat Investor", Jim Dahle. Sure, teachers deserve a pay raise and are often underappreciated in society, however, pay raises won't solve an individuals financial issues if we don't have a plan. Jim shares the mistakes of high income earning, discusses investing, pensions, the being an educator and much more! James M. Dahle, MD, FACEP, FAAEM is a practicing emergency physician and the founder of The White Coat Investor. After multiple run-ins with unscrupulous financial professionals early in his career, he embarked on his own self-study process to become financially literate. After seeing the benefits of financial literacy in his own life, he was inspired to start The White Coat Investor to assist his colleagues. Dr. Dahle remains committed to the original mission of The White Coat Investor to “help those who wear the white coat get a fair shake on Wall Street.” He currently serves as the CEO, a columnist, and the host of the podcast.https://www.whitecoatinvestor.com/
James M. Dahle, MD, FACEP, FAAEM is a practicing emergency physician and the founder of The White Coat Investor. After multiple run-ins with unscrupulous financial professionals early in his career, he embarked on his own self-study process to become financially literate. After seeing the benefits of financial literacy in his own life, he was inspired to start The White Coat Investor to assist his colleagues. Show NotesThe White Coat InvestorJohn C. Bogle Center for Financial LiteracyBogleheads® ForumBogleheads® WikiBogleheads® RedditBogleheads® FacebookBogleheads® TwitterBogleheads® on Investing podcastBogleheads® YouTube Bogleheads® Local ChaptersBogleheads® Virtual Online ChaptersBogleheads® on Investing PodcastBogleheads® ConferencesBogleheads® BooksThe John C. Bogle Center for Financial Literacy is a 501(c)3 nonprofit organization. At Boglecenter.net, your tax-deductible donations are greatly appreciated.
In this episode, I interview Jim Dahle, creator of the White Coat Investor. He has literally created a new asset class of content: the health care professional personal finance space. He discusses how he got his start with the White Coat Investor, why his message still resonates today, and how financial literacy can combat burnout. He then moves on to his take on real estate and cryptocurrency. Finally, we end by discussing his most recent book on asset protection. James M. Dahle is an emergency physician and founder, the White Coat Investor. He is the author of The White Coat Investor's Guide to Asset Protection: How to Protect Your Life Savings from Frivolous Lawsuits and Runaway Judgments. Did you enjoy today's episode? Rate and review the show so more audiences can find The Podcast by KevinMD. Subscribe on your favorite podcast app to get notified when a new episode comes out. Reflect and earn 1.0 AMA PRA Category 1 CME for this episode. Also available in Category 1 CME bundles. Powered by CMEfy - a seamless way for busy clinician learners to discover Internet Point-of-Care Learning opportunities that reward AMA PRA Category 1 Credit(s)™. Learn more at about.cmefy.com/cme-info
Hi! I'm Dr. Myrdalis Diaz-Ramirez. And, this is Episode #4!Today, we have a very special guest, Dr. Bonnie Koo. She's the creator of Wealthy Mom MD. And she actually has a new book that is an Amazon number one bestseller already. It's called Defining Wealth for Women: Peace, Purpose, and Plenty of Cash. We had a great conversation with Dr. Koo about precisely that wealth for women. This episode is packed with useful information. Make the best of it! Enjoy!To further engage with Dr. Koo, follow these links:-- Website: WealthyMomMD-- Podcast: Wealthy Mom MD Podcast-- Course: Money for Women Physicians-- Private Coaching: Work With Me-- Facebook: wealthymommd-- Instagram: wealthymommd-- Twitter: wealthymommdSome Products Mentioned-- Book: The White Coat Investor by James M Dahle, MD-- Tool: You Need a Budget (YNAB)Thank you for joining us this week!-----My Websitehttps://drmyrdalisdiaz.com/maxAllure Mastermindhttps://maxallure.com/
Financial literacy varies among orthopaedic surgeons in all stages of their career. They are often faced with significant student debt burden and may struggle to navigate the litany of financial advice. Moreover, few training programs provide education on financial planning which can ultimately lead to poor personal financial decisions including a lack of savings or difficulty adjusting to a drastic salary increase post-training. In this episode, we are joined by James M. Dahle, MD, FACEP, a practicing emergency medicine physician and founder of The White Coat Investor for advice on personal finances, investing, and retirement planning for surgeons balancing residency training and early clinical practice. White Coat Investor: https://www.whitecoatinvestor.com/ Student Loan Advice.com: https://studentloanadvice.com/ Guest: James M. Dahle, MD, FACEP, Founder of The White Coat Investor Host: Austin M. Beason, MD, Chair, AAOS Resident Assembly
Bhavik Shah talks about his debt-free journey, his early missteps, and how he used his experience to further the financial literacy education of other pharmacists. Key Points From This Episode An introduction to today's guest, Bhavik Shah. Bhavik's academic background and why he chose a career in pharmacy and teaching. The money scripts Bhavik was raised with and how they impacted his mindset. How he graduated with $80,000 of student debt and paid it off in just six years. Why he considers it a mistake not to have taken advantage of Roth contributions to get tax-free growth. What Bhavik means by emphasizing being your own steward, and what motivated this. How he learned the importance of understanding the basics before hiring a professional. Financial education and literacy and why it is important. What motivated Bhavik to create his course on financial literacy. Bhavik's thoughts on whether a personal finance piece should be included in the PharmD program. Resources he has found helpful, including the White Coat Investor and the Money Guy. How student debt deters people from pursuing postgraduate education. The role of financial education in preventing this barrier. Links Mentioned in Today's Episode YFP Planning: Financial Planning for Pharmacists Book a Free Discovery Call with YFP Planning GoodRx: Nominate Your Favorite Pharmacy Professional YFP 044: How to Determine Your Life Insurance Needs YFP 045: How to Determine Your Disability Insurance Needs Why Most Pharmacists Should Do A Backdoor Roth IRA YFP 096: How to do a Backdoor Roth IRA Policygenius Accreditation Council for Pharmacy Education Join APhA - Get 25% Off Your Membership with Code: YFP The White Coat Investor Blog The White Coat Investor's Financial Boot Camp: A 12-Step High-Yield Guide to Bring Your Finances Up to Speed by James M. Dahle Your Financial Pharmacist The Money Guy Show The Money Guy Podcast The Money Guy Financial Order of Operations Course Your Financial Pharmacist Disclaimer and Disclosures
James M. Dahle, MD, FACEP is a practicing emergency physician and a veteran who developed a passion for personal finance and investing early in his career after being ripped off by financial professionals of many types. After a lengthy self-education process, he realized nobody was teaching this material to physicians and similar high-income professionals and many of them were making the same mistakes he made. This passion grew into The White Coat Investor blog, established in May 2011 and now the most widely-read, physician-specific personal finance and investing website on the planet. He is the best-selling author of The White Coat Investor: A Doctor's Guide to Personal Finance and Investing and The White Coat Investor's Financial Boot Camp: A 12-Step High-Yield Guide to Bring Your Finances Up to Speed. He also has a new company to help you manage your student loan burden directly. Find out more and schedule a consultation here.
James M. Dahle, M.D., FACEP, is a full-time emergency room doctor, entrepreneur, writer, speaker, father, and is an inspiration to thousands of young doctors, dentists, lawyers, and other professionals who are seeking straight answers to personal finance questions. He started The White Coat Investor in 2011 to help those in the medical profession became the wealthy doctors that people think they are, and it has grown into the most widely-read physician-specific personal finance and investing website in the world. Dr. Dahle published The White Coat Investor, A Doctor’s Guide to Personal Finance and Investing in 2014, and recently published The White Coat Investor’s Financial Boot Camp: A 12-Step High-Yield Guide to Bring Your Finances Up to Speed. His personal finance articles have appeared in numerous online and printed publications, and he writes regular columns for Physicians Money Digest and ACEP NOW. His enterprise also includes a conference, online courses, and social media discussions. This podcast is hosted by Rick Ferri, CFA, a long-time Boglehead and investment adviser. The Bogleheads are a group of like-minded individual investors who follow the general investment and business beliefs of John C. Bogle, founder and former CEO of the Vanguard Group. It is a conflict-free community where individual investors reach out and provide education, assistance and relevant information to other investors of all experience levels at no cost. The organization's free website is Bogleheads.org and the wiki site is Bogleheads® wiki. Bogleheads sites are operated by volunteers who contribute time and talent. Donations help defray operating costs. Since 2000, the Bogleheads' have held national conferences in major cities around the country and currently meet in Philadelphia in the autumn of each year. There are 56 Local Chapters in the US and three Foreign Chapters that also meet regularly. New Chapters are being added on a regular basis. This podcast is supported by the John C. Bogle Center for Financial Literacy, a non-profit organization approved by the IRS as a 501(c)(3) public charity on February 6, 2012.
Jason interviews Dr. Dahle and discusses the common mistakes high income earners make with their money. James M. Dahle, MD is a practicing emergency physician and the founder of The White Coat Investor, the most widely read physician-specific personal finance and investing website in the world with over 1.2 Million page views a month. He is also a podcaster, runs a Youtube channel, and the published author of two financial books aimed at high income professionals. He speaks nationwide and started the Physician Wellness and Financial Literacy conference. He is married with four children and lives in Utah where he enjoys climbing, canyoneering, skiing, boating, ice hockey, and mountain biking. To learn more visit: www.whitecoatinvestor.com
Thank you, listeners! The show hit 100K downloads this past week! Thank you so much for your support! Want to give to the podcast? It's easy and every dollar helps. www.paypal.me/marriedtodoctors For a full transcript, and many additional resources for medical marriages, including a blog, and a great list of books, visit www.marriedtodoctors.com Interested in the WCI financial course? Find out more here. Episode Notes Lara talks with White Coat Investor founder Jim Dahle and his wife Katie about their experiences of managing their finances during medical training and how they do their best to balance priorities with a physician's busy schedule. About Dr. Dahle James M. Dahle, MD, when not out skiing, mountain biking, or rock climbing with his wife and three children, practices emergency medicine in suburban Utah. As a medical resident, he grew tired of being ripped off by unscrupulous financial professionals including mutual fund salesmen, insurance agents, realtors, mortgage lenders, and stock brokers and began educating himself on the ins and outs of personal finance and investing. In 2011, he started The White Coat Investor, now the most widely read, physician-specific personal finance and investing blog in the world, with nearly 200,000 page views per month. His writing helps doctors avoid the mistakes he made and get a “fair shake” on Wall Street. Dr. Dahle is a featured columnist for ACEP Now and Physician’s Monthly Digest. His work has also been featured in Medical Economics, Practice Link Magazine, Ophthalmology Business, American Academy of Dermatology Young Physician Focus, and The ACEP Young Physicians Section Newsletter. He also participated in writing The Bogleheads Guide to Retirement Planning. About Katie Katie Dahle is a happily married mother of four and co-owner of The White Coat Investor. She received her BS from Brigham Young University in Athletic Training and after a few years working in that field returned to school. She received her MS in Special Physical Education from the University of Utah. She taught adapted and middle school PE in Utah and Arizona. Favorite hobbies include biking (road and mountain), hiking, skiing, canyoneering, and reading.
Pump the brakes on your week and take 10 minutes to make your life as a surgeon just a little better…This week, we are welcoming to the mini-Podcast Dr. James Dahle, a practicing ER physician, and the founder and author of The White Coat Investor. This week, Dr. Dahle talks to us about our own financial literacy and whether we need a financial advisor. Physicians are intelligent enough to learn finance and disciplined enough to follow a good plan, but may not have the interest to do. If this applies to you, then it might be good idea to get a financial advisor. When looking for an advisor, you want to find a a fee-only advisor and you want someone who is going to be a fiduciary for you, who will put your interest first. How does he suggest we start practicing financial literacy? By doing the following:Step 1 - Find out how you're paying your financial adviserStep 2 - Find out how much you have or will be paying your adviser annuallyMost Importantly, find a few minutes this week to find how and how much you're paying for your financial advice! If you’re not familiar with James M. Dahle, MD, FACEP, he graduated from Brigham Young University with a BS in Molecular Biology in 1999 and the University of Utah School of Medicine in 2003. He trained at the University of Arizona Emergency Medicine Residency Program from 2003-2006, and then served four years with the Air Force and the Navy, practicing medicine in an academic institution, a small community hospital, a trauma center and in military facilities on four different continents. He is now a partner with Utah Emergency Specialists, seeing patients in a community hospital ED just South of Salt Lake City.In residency, he developed an interest in personal finance and investing. In 2011, he started The White Coat Investor, now the most widely-read physician-specific personal finance and investing website in the world with over 900,000 page-views per month. In February 2014, he published a best-selling book, The White Coat Investor, A Doctor's Guide to Personal Finance and Investing. He also runs a successful podcast, videocast, CME conference, newsletter, forum, and a scholarship program giving back to medical students. Most recently, he launched the online course "Fire Your Financial Advisor: A Step by Step Guide to Developing Your Own Financial Plan. His financial articles have appeared in numerous online and printed publications, including ACEP NOW, and he is a sought-after speaker best known for helping physicians and other high-income professionals get a "fair shake" on Wall Street.Financial Literacy is a perfect example of how surgeons can improve their effectiveness inside and outside of the OR. Website
© 2020-2025 Ivy Podcast Discovery LLC
