(Want to meet me in person and attend my live lectures? Please join me at the White Coat Investor’s Financial Literacy and Wellness Conference, February 5-8, 2024, in Orlando, Florida. I will be giving two lectures at this amazing conference where I have spoken multiple times in the past. One lecture on Regaining the Joy of … Read more
(Want to meet me in person and attend my live lectures? Then please join me at the White Coat Investor’s Financial Literacy and Wellness Conference, February 5-8, 2024, in Orlando, Florida. I will be giving two lectures at this amazing conference where I have been a speaker multiple times in the past. If you have some … Read more
(Don’t miss my presentation and Q&A session on Real Estate Investing for Busy Professionals tomorrow with Multi-Family-U. Sign up to join us for free advice on regaining control of your practice.) Every week I find a few great articles I feel are especially valuable. Following are this week’s best. I hope you find them as … Read more
Each week I run into a few articles that I feel are especially valuable. Every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include refinancing at a lower rate doesn’t always save you money, how does your net worth stack … Read more
One of the first things I do with my financial makeover clients is set up a spreadsheet, tailored to them, to track their net worth on a quarterly basis. This program is set up to be used for the rest of their lives on my proprietary Excel spreadsheet. I have used this program to track … Read more
Every week I run into a few articles that I feel are especially valuable and every Monday I would like to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include Medscape’s physician debt & net worth report 2020, why Bill Gates is happier today than … Read more
(Special note: If you have been hit by the current shutdown, my newest book, The Doctors Guide to Navigating a Financial Crisis, will help you find your way back to financial health. Watch for it to come out in mid-May) I have read many articles discussing how the first big drop in the market would … Read more
Every week I run into a few articles that I feel are especially valuable, so each Monday I plan to share some of the best with you, my readers. I hope you find them helpful. This week’s favorites include an interactive article to see how your net worth compares to others your age, an easy … Read more
It’s amazing how frequently I cross paths with doctors who have never taken the time to actually assess where they stand financially. They tend to fall in a few categories; they never thought of it, they don’t want to know, or they feel they just don‘t have the time. When I work one-on-one with doctors … Read more
