Financial Planning for Doctors and Dentists

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David Katz

Financial and retirement planning for doctors, dentists and medical professionals

Business

A Financial Prescription
for Doctors and Dentists
Strategies for Achieving Your
Personal and Career Goals
www.davidikatzauthor.com

The financial facts of life have never
been more important for doctors,
dentists and other medical
professionals
www.davidikatzauthor.com

My wife has been a physician for
over 25 years. I understand the
pressures and demands that medical
professionals deal with every day.
~ David I. Katz, financial advisor
www.davidikatzauthor.com

The nation's healthcare system is
undergoing a dramatic change.
Medical professionals need
guidance in managing their day-to-
day finances, setting aside money
for the future, and achieving their
long-term personal goals.
www.davidikatzauthor.com

When doctors are in medical
school, they focus on learning about
the human body, not finances. But
residents and new doctors need to
learn how to manage money,
particularly since high debt loans are
a big problem for so many people.”
~ Stuart L. Markowitz, MD
www.davidikatzauthor.com

Just like medicine or dentistry,
financial planning is a specialized
professional discipline. Most medical
professionals – especially those with
active practices – lack the time,
training or inclination to become
experts in the complex global
financial markets.
www.davidikatzauthor.com

Chapter 1 - Understanding the
Financial Facts of Life
www.davidikatzauthor.com

Chapter 2 - I'm a Doctor - Now
What?
www.davidikatzauthor.com

Chapter 3 - Building Good
Financial Habits
www.davidikatzauthor.com

Chapter 4 - Fundamentals of
Investment
www.davidikatzauthor.com

Chapter 5 - Guarding Against
Financial Risks
www.davidikatzauthor.com

Chapter 6 - Approaching
Retirement - Key Decisions
www.davidikatzauthor.com

Chapter 7 - Enjoying Your
Retirement
www.davidikatzauthor.com

Chapter 8 - Estate Planning
www.davidikatzauthor.com

Chapter 9 - Conclusion - You Can
Do It!
www.davidikatzauthor.com

Tools and Tips
• Personal Stories and Case Studies
• Glossary of Retirement Terms
• Checklists of Key Documents
• Avoiding Retirement Scams
www.davidikatzauthor.com

Resources
• Sample Physician Employment
Agreement
• Federal Income Tax Brackets and
Projected Tax-Deferred Yields
• 20 Questions to Ask a Prospective
Financial Advisor
• Sample Asset Purchase Form
www.davidikatzauthor.com

All profits from the sale of this book will be donated
to the National Multiple Sclerosis Society, South
Florida Chapter, which provides services and
support to MS patients and their families; and to
Smile Train, an international children’s charity that
provides free cleft lip and palate repair surgery to
children.
www.davidikatzauthor.com

about David I. Katz,
Wealth Manager and Financial Advisor:
I bring more than two decades of
experience to my role as an advisor and
guide to today's volatile financial
markets. I also have a deep
understanding of the financial issues
facing many doctors, dentists, and other
medical professionals.
www.davidikatzauthor.com

My clients will tell you that I clarify, diagnose and
prepare a clear path of options for them and their
families.
~ David I Katz
www.davidikatzauthor.com

David I Katz
Author · Financial Advisor · Speaker
• Named as one of the "Best Financial Advisers for
Doctors" by Medical Economics Magazine 2011, 2012,
2013 and 2014
• Five Star Wealth Manager Award Winner in Florida and
NJ 2012, 2013 and 2014 by Five Star Professional
• Named as one of the "Best Financial Advisers for
Dentists" 2012, 2013 and 2014 by Dental Products
Report
www.davidikatzauthor.com

free download
20 Questions to Ask a Prospective
Financial Advisor
www.davidikatzauthor.com

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Financial Planning for Doctors and Dentists

1. A Financial Prescription for Doctors and Dentists Strategies for Achieving Your Personal and Career Goals www.davidikatzauthor.com

2. The financial facts of life have never been more important for doctors, dentists and other medical professionals www.davidikatzauthor.com

3. My wife has been a physician for over 25 years. I understand the pressures and demands that medical professionals deal with every day. ~ David I. Katz, financial advisor www.davidikatzauthor.com

4. The nation's healthcare system is undergoing a dramatic change. Medical professionals need guidance in managing their day-today finances, setting aside money for the future, and achieving their long-term personal goals. www.davidikatzauthor.com

5. When doctors are in medical school, they focus on learning about the human body, not finances. But residents and new doctors need to learn how to manage money, particularly since high debt loans are a big problem for so many people.” ~ Stuart L. Markowitz, MD www.davidikatzauthor.com

6. Just like medicine or dentistry, financial planning is a specialized professional discipline. Most medical professionals – especially those with active practices – lack the time, training or inclination to become experts in the complex global financial markets. www.davidikatzauthor.com

7. Chapter 1 - Understanding the Financial Facts of Life www.davidikatzauthor.com

8. Chapter 2 - I'm a Doctor - Now What? www.davidikatzauthor.com

9. Chapter 3 - Building Good Financial Habits www.davidikatzauthor.com

10. Chapter 4 - Fundamentals of Investment www.davidikatzauthor.com

11. Chapter 5 - Guarding Against Financial Risks www.davidikatzauthor.com

12. Chapter 6 - Approaching Retirement - Key Decisions www.davidikatzauthor.com

13. Chapter 7 - Enjoying Your Retirement www.davidikatzauthor.com

14. Chapter 8 - Estate Planning www.davidikatzauthor.com

15. Chapter 9 - Conclusion - You Can Do It! www.davidikatzauthor.com

16. Tools and Tips • Personal Stories and Case Studies • Glossary of Retirement Terms • Checklists of Key Documents • Avoiding Retirement Scams www.davidikatzauthor.com

17. Resources • Sample Physician Employment Agreement • Federal Income Tax Brackets and Projected Tax-Deferred Yields • 20 Questions to Ask a Prospective Financial Advisor • Sample Asset Purchase Form www.davidikatzauthor.com

18. All profits from the sale of this book will be donated to the National Multiple Sclerosis Society, South Florida Chapter, which provides services and support to MS patients and their families; and to Smile Train, an international children’s charity that provides free cleft lip and palate repair surgery to children. www.davidikatzauthor.com

19. www.davidikatzauthor.com

20. about David I. Katz, Wealth Manager and Financial Advisor: I bring more than two decades of experience to my role as an advisor and guide to today's volatile financial markets. I also have a deep understanding of the financial issues facing many doctors, dentists, and other medical professionals. www.davidikatzauthor.com

21. My clients will tell you that I clarify, diagnose and prepare a clear path of options for them and their families. ~ David I Katz www.davidikatzauthor.com

22. David I Katz Author · Financial Advisor · Speaker • Named as one of the "Best Financial Advisers for Doctors" by Medical Economics Magazine 2011, 2012, 2013 and 2014 • Five Star Wealth Manager Award Winner in Florida and NJ 2012, 2013 and 2014 by Five Star Professional • Named as one of the "Best Financial Advisers for Dentists" 2012, 2013 and 2014 by Dental Products Report www.davidikatzauthor.com

23. free download 20 Questions to Ask a Prospective Financial Advisor www.davidikatzauthor.com

Editor's Notes

A Financial Prescription for Doctors and Dentists - Strategies for Achieving Your Personal and Career Goals
The financial facts of life have never been more important for doctors, dentists and other medical professionals
My wife has been a physician for over 25 years. I understand the pressures and demands that medical professionals deal with every day.~ David I. Katz, financial advisor
The nation's healthcare system is undergoing a dramatic change. Medical professionals need guidance in managing their day-to-day finances, setting aside money for the future, and achieving their long-term personal goals.
When doctors are in medical school, they focus on learning about the human body, not finances. But residents and new doctors need to learn how to manage money, particularly since high debt loans are a big problem for so many people.” ~ Stuart L. Markowitz, MD
Just like medicine or dentistry, financial planning is a specialized professional discipline. Most medical professionals – especially those with active practices – lack the time, training or inclination to become experts in the complex global financial markets.
Chapter 1 - Understanding the Financial Facts of Life
Chapter 2 - I'm a Doctor - Now What?
Chapter 3 - Building Good Financial Habits
Chapter 4 - Fundamentals of Investment
Chapter 5 - Guarding Against Financial Risks
Chapter 6 - Approaching Retirement - Key Decisions
Chapter 7 - Enjoying Your Retirement
Chapter 8 - Estate Planning
Chapter 9 - Conclusion - You Can Do It!
Tools and Tips Personal Stories and Case Studies Glossary of Retirement Terms Checklists of Key Documents Avoiding Retirement Scams
Resources Sample Physician Employment Agreement Federal Income Tax Brackets and Projected Tax-Deferred Yields 20 Questions to Ask a Prospective Financial Advisor Sample Asset Purchase Form
All profits from the sale of this book will be donated to the National Multiple Sclerosis Society, South Florida Chapter, which provides services and support to MS patients and their families; and to Smile Train, an international children’s charity that provides free cleft lip and palate repair surgery to children.
Buy the book: Amazon, iBook, Barnes & Noble
about David I. Katz, Wealth Manager and Financial Advisor:I bring more than two decades of experience to my role as an advisor and guide to today's volatile financial markets. I also have a deep understanding of the financial issues facing many doctors, dentists, and other medical professionals.
My clients will tell you that I clarify, diagnose and prepare a clear path of options for them and their families.~ David I. Katz
David I KatzAuthor · Financial Advisor · Speaker Named as one of the "Best Financial Advisers for Doctors" by Medical Economics Magazine 2011, 2012, 2013 and 2014 Five Star Wealth Manager Award Winner in Florida and NJ 2012, 2013 and 2014 by Five Star Professional Named as one of the "Best Financial Advisers for Dentists" 2012, 2013 and 2014 by Dental Products Report
free download: http://eepurl.com/5J4P520 Questions to Ask a Prospective Financial Advisor

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