Physicians are busy, they have robust demanding careers, family and personal lives. Doctors have little time to devote to complex, interdependent financial issues, such as employment contracts, retirement, insurance, privacy issues, investing, managing their estates, managing their portfolios and other issues they deal with each day. The primary goals of our book are:
- To help physicians make better decisions so they can have better financial outcomes
- To help them avoid mistakes
- To equip them with good, objective, no-nonsense information so they can work competently and powerfully with their financial team
- To provide solid common sense tools to help physicians and their families manage their work-personal-family-relationship and spiritual lives with balance and grace
- To be a guide for financial advisors who advise physicians
- To be used as a textbook or reference guide for academics who teach physicians about finances.
Topics discussed in the AMA Guide to Financial Planning:
- Career Management
- Balancing Life and Work
- Time Management
- Hiring Advisors
- Homes and Real Estate
- Hedge Funds
- Budgeting Time and Money
- Using Trusts
- Education Planning
- Tax Planning
- Prenuptial Agreements
- Retirement Investing
- Investment Management
- Teaching Children about Money
- Avoiding Scams
- Debt Management
- Retirement Planning
- Financial Privacy
- Legacy Planning
- Growing Net Worth
- Insurance/ Risk Management
This book offers more than a dozen worksheets, do-it-yourself guidance sections, charts, graphs, supportive lists and a robust glossary to complement the AMA's Physicians Guide to Financial Planning comprehensive text.
