Financial Wellness And Burnout Prevention For Medical Professionals By James M. Dahle, MD, FACEP – Free Download Course
Get This Step by Step Guide to Creating Your Own Financial Plan and Preventing Burnout- Eligible for 8 hours of AMA CME or ADA CE credit!
✅ About This Course:
✅ Course Author: James M. Dahle, MD, FACEP
✅ Official Course Price: $1099
✅ Free For Our VIP Members? : Yes
✅ Download Links : Mega & Google Drive
✅ Course Size : 12.45 GB
✅ Updatable? : Yes, all future updates included.
✅ Sales Page : You can check at the bottom of this page.
🏆 Here’s What You Get & Learn With This Course:
This course contains the material from our most popular “Fire Your Financial Advisor” course plus a new section on Physician Wellness and Burnout Prevention. The Physican Wellness presenters include Nisha Mehta,MD, Fahd Ahmad, MD, Dawn Baker, MD, James Turner, MD, Bonnie Koo, MD, Jordan Grumet, MD, and James Dahle, MD. All of this material qualifies for up to 8 hours of CME/CE credit, and thus so does the entire course with The White Coat Investor.
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
You are managing your student loans the right way, maximizing the benefits of government programs, minimizing interest paid, and getting out of debt as soon as possible
You are either capable of managing your investments yourself, or you are paying a competent advisor a fair price to do it for you
You are saving enough money to reach your goals and can spend the rest on whatever you like without feeling guilty
You aren’t paying any more taxes than you need to
Your children and your assets will be taken care of if something should happen to you
Your assets are protected from lawsuits as much as possible with a simple, straightforward, and inexpensive plan
You have a written plan to follow that will guarantee your financial success
The course includes 13 modules, covering all of the must-know subjects that belong in your financial plan plus a module on Physician Wellness and Burnout Prevention. Lectures are presented as videos and screencasts, over 16 hours total. There is also a pre-test, a quiz for each section, and a final exam to help you know that you’re mastering the material. Each quiz and the final exam include full explanations of why one answer is right and another is wrong.
Most importantly, the course includes examples of what your financial plan should look like that you can modify and use as your own. Best of all, you can do the course as quickly or as slowly as you like. Most presentations are just a few minutes long and most of the twelve sections only last about a half hour. You can complete the course in any order, skip what you already know, and go back and review any material you struggle with later. Once you buy the course, it’s yours forever. See the curriculum below for more details.
Course Curriculum
Section 1 – Introductory Materials
What You Will Learn (3:45)
Course Description (1:30)
Pre-Test (25 Questions)
About the Instructor (6:11)
Introduction to Other Resources (10:40)
Why You Need a Plan (2:29)
How to Make Your Written Plan (4:13)
Goal Worksheet
Written Financial Plan Worksheet
Example of a Financial Plan
Section Quiz (6 Questions)
Quiz Answers and Explanations
How to Weave It All Together as a DIY Investor – Sarah Catherine Gutierrez, CFP (5:51)
How to Use the Private Forum for Students (4:10)
Section 2 – What You Need to Know About Financial Advisors
What an Advisor Can Do for You (2:57)
The Cost of Advice (4:20)
How to Pay for Advice (9:59)
What to Look for in an Advisor (8:57)
How to Use an Advisor (2:55)
Can You Do It Yourself? (1:16)
How to Move Your Money (1:55)
Section Quiz (6 Questions)
Quiz Answers and Explanations
How Physicians Fail at Investing – William Bernstein, MD (4:04)
How to Engage with a Financial Advisor as a DIY Investor – Sarah Catherine Gutierrez, CFP (9:07)
Section 3 – What You Need to Know About Insurance
General Insurance Topics (2:52)
Disability Insurance (16:42)
Life Insurance (3:46)
Getting Life Insurance Quotes (3:25)
Liability Insurance (1:28)
Property Insurance (2:03)
Health Insurance (3:05)
Avoiding Insurance-Based Investments (22:10)
How to Do Your Written Plan – Insurance (6:38)
Insurance Worksheet
Examples of Insurance Portion of Written Financial Plan
Section Quiz (6 Questions)
Quiz Answers and Explanations
How Insurance Can Protect a Physician’s Ability to Care for Patients – Larry Keller, CFP, CLU, ChFC, RHU, LUTC (18:37)
Section 4 – Developing a Plan for Your Housing
Why a House Is an Investment (3:23)
Resisting the Urge to Buy (6:28)
How Much to Spend (3:01)
Interacting with Realtors (2:14)
Interacting with Lenders (1:48)
Physician Mortgage Loans (5:17)
Paying Off Your Mortgage Early (2:15)
How to Do Your Written Plan – Housing (4:16)
Housing Plan Worksheet
Examples of Housing Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Answers and Explanations
How to Succeed at Investing – Morgan Housel (6:47)
Section 5 – Destroying Your Student Loans
Minimizing the Burden (2:23)
Income Driven Repayment Plans (9:38)
Public Service Loan Forgiveness (PSLF) (4:15)
Refinancing During Residency (5:39)
Refinancing After Residency (4:34)
Pay Off Debt Quickly (3:34)
Paying Off Loans vs. Investing (4:11)
How to Do Your Written Plan – Student Loans (4:08)
Student Loan Worksheet
Examples of Student Loan Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Answers and Explanations
Annihilate Your Student Debt – Disha Spath, MD (5:16)
Student Loans: History and Impact on Physicians – Ben White, MD (7:15)
Section 6 – How to Spend Money to Increase Current and Future Happiness
Live Like a Resident (3:34)
Hit the Ground Running (2:01)
Cash Flow Planning (Budgeting) (6:23)
Budget Example
Minimizing Fixed Expenses (2:17)
Sinking Funds (1:06)
Emergency Funds (2:57)
How to Do Your Written Plan – Spending (2:38)
Examples of Spending Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Explanations and Answers
Can Money Buy Happiness? – Jonathan Clements (5:57)
Section 7 – Creating Your Investing Plan, Part 1: Setting SMART Goals That Matter to You
Setting SMART Goals (3:53)
The Three Enemies of the Investor (4:59)
How Much You Need to Retire (8:24)
Savings Rate (2:33)
Social Security (2:31)
College Savings (3:38)
Future Value Function (4:47)
Payment Function (3:38)
Period Function (3:06)
How to Do Your Written Plan – Goals (4:26)
Goal Worksheet
Examples of Goals Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Answers and Explanations
How to Think About Money – Jonathan Clements (6:51)
Section 8 – Creating Your Investing Plan, Part 2: Understanding Your Investing Accounts
Investing in a Taxable Account (13:51)
Read Your Plan Documents (1:32)
Two Main Types of Retirement Accounts (2:24)
Employer-Provided Retirement Accounts (3:48)
Self-Employed Retirement Plans (2:30)
Defined Benefit Plans (1:14)
The Backdoor Roth IRA (8:24)
Health Savings Account (HSA) (3:08)
Multiple 401(k)s (4:10)
529 Plans – Education Savings (4:40)
How to Do Your Written Plan – Investing Accounts (3:14)
Examples of Investing Accounts Portion of Written Financial Plan
Section Quiz (13 Questions)
Quiz Answers and Explanations
Tax-Efficient Investing – Mike Piper, CPA (3:58)
Section 9 – Creating Your Investing Plan, Part 3: Asset Allocation and Implementation
Stocks, Bonds, and Mutual Funds (9:04)
The Case for Mutual Funds (9:21)
Index Funds (3:58)
Introduction to Asset Classes (6:01)
Total Market vs. Factor Investing (8:04)
Options for Real Estate Investing (12:31)
Choosing an Asset Allocation (15:00)
The Simple Approach (3:22)
Tax-Efficiency and Asset Location (10:20)
Implementing Your Asset Allocation (10:40)
Rebalancing Your Portfolio (3:45)
How to Make a Rebalancing Spreadsheet (10:09)
Investing in Retirement (7:40)
How to Do Your Written Plan – Asset Allocation (10:10)
Asset Allocation Worksheet
Examples of Asset Allocation Portion of Written Investing Plan
Build an Asset Allocation Spreadsheet (8:53)
Section Quiz (10 Questions)
Quiz Answers and Explanations
The Philosophy of Investing – Rick Ferri, CFA (8:45)
Tax-Efficient Investing in Taxable Accounts – Mike Piper, CPA (6:59)
What Is Factor Investing? – Paul Merriman (6:59)
Section 10 – Estate Planning
Purposes of Estate Planning (0:37)
Why You Need a Will (2:01)
Probate and Designating Beneficiaries (2:49)
Revocable Trusts (2:31)
Avoiding the Death Tax (7:02)
How to Gift Assets (2:05)
Irrevocable Trusts (1:48)
When to Meet with an Estate Planning Attorney (0:45)
How to Do Your Written Plan – Estate Planning (2:44)
Estate Plan/Asset Protection Worksheet
Examples of Estate Planning Portion of Written Financial Plan
Section Quiz (8 Questions)
Quiz Answers and Explanations
What Should Your Estate Plan Do? – Daniel Kesten, JD (6:10)
Section 11 – Asset Protection
Evaluating Your Risks (8:45)
Insurance: The First Line of Defense (2:43)
Learning Your State Asset Protection Laws (6:16)
Should I Incorporate My Practice? (2:35)
PreviewSeparating Toxic and Non-Toxic Assets (2:34)
Advanced Asset Protection (5:01)
How to Do Your Written Plan – Asset Protection (4:05)
Estate Plan/Asset Protection Worksheet
Examples of Asset Protection Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Answers and Explanations
Above Policy Limits Judgments – Jim Dahle, MD (10:16)
Section 12 – Staying the Course
Staying the Course and Market History (5:32)
Initial and Continuing Financial Education (1:54)
Modifying the Plan (2:19)
How to Do Your Written Financial Plan – Finishing the Plan (5:19)
Financial Plan Worksheet
Implementing Your Plan (3:02)
Section Quiz (8 Questions)
Quiz Answers and Explanations
Final Exam (50 Questions)
Final Exam Answers and Explanations
Don’t Overestimate Your Risk Tolerance – William Bernstein, MD (2:06)
Just Sit Tight – Jonathan Clements (2:13)
Please Leave Us Feedback to Improve the Course
Section 13 – Physician Wellness
Physician Burnout: A New Kind of Medical Epidemic – Nisha Mehta, MD (52:41)
How Physicians and Patients Will Pay for Health Care and Other Expenses Now and in Retirement – Jim Dahle, MD (61:01)
Balancing Work, Family, and Finances – Bonnie Koo, MD (60:04)
Recovering from Cases That Make You Cry – Fahd Ahmad, MD (65:32)
Self-Knowledge: The Key to Managing Physical and Financial Health – Dawn Baker, MD (52:53)
Adventures in Burnout Panel: Recognizing and Beating the Burn – Crispy Doc; James Turner, MD; Dawn Baker, MD; Reflections of a Millennial Doc (51:03)
Bridging the Intimacy Gap Between Doctor and Patients Through Shared Storytelling – Jordan Grumet, MD (26:13)
Protecting Your Patients and Yourself from Malpractice – Jim Dahle, MD (75:23)
Instructions for How to Receive Your CME/CE Certificate
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For more info about this course, check out the sales page.
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