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Fire Your Financial Advisor!
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)
How to Use the Private Forum For Students (4:15)
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)
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 (5:12)
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 One - 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 Two- 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 Three- Asset Allocation and Implementation
Stocks, Bonds, & 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)
Separating 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- James Dahle, MD (10:16)
Section 12 Staying The Course
Staying The Course & 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)
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