A masterful achievement combining a holistic approach to life with a clear pathway to the financial and professional steps to follow. This book is the physician's operational equivalent of the P.D.R. It belongs on every physician's desk for a yearly review, and for ready and frequent reference before any significant decisions are undertaken or finalized.

-Bernard L. Schapiro, M.D.

 

Paul has done it again. I am a big fan of his books and this one didn't let me down. This may be the ultimate physicians' guide to financial independence. Paul's unique ability to combine good information with humor and insight make this an easy read. His worksheets and checklists give the physician the fundamentals to make good financial decisions. More than the financial, I appreciate Paul's comprehensive approach to the subject. I have worked with doctors for over forty years and recognize the issues that are critical to them. He reminds physicians of all the aspects of life that make it a success - family, spiritual and recreation to name a few.

--John E. Sestina, CFP, ChFC

 

To call AMA Physicians’ Guide to Financial Planning a "guide" is a gross understatement. It is a comprehensive compendium covering an extraordinary range of financial, personal, and professional planning topics. With discussions ranging from portfolio management to obtaining a passport, it’s unlikely that the reader will have a financially related question not addressed in the book.

-Harold Evensky, Chairman, Evensky & Katz