Financial Planning Basics for Doctors: The Personal Finance Course Not Taught in Medical School
Language: English
Published by Archway Publishing 2019-01-25, 2019
- Softcover
- New
Seller: Chiron Media, Wallingford, United KingdomChiron Media
AbeBooks seller since August 2, 2010
Condition: New
£ 20.50
Quantity: 10 available
Add to basketSeller Inventory # 6666-IUK-9781480872110
- Title
- Financial Planning Basics for Doctors: The Personal Finance Course Not Taught in Medical School
- Author
- Marshall Weintraub, Michael Merrill, Cole Kimball
- Publisher
- Archway Publishing 2019-01-25
- Publication year
- 2019
- Condition
- New
- Binding
- Paperback
- Language
- English
- ISBN 10
- 1480872113
- ISBN 13
- 9781480872110
Financial Planning Basics for Doctors is a comprehensive guide on building a long-term financial plan for doctors and their families. Subjects covered include student loans, home buying, disability insurance, estate planning, college planning, retirement planning, investments, and behavioral finance, among many others.
Each chapter starts with the basics before addressing more advanced concepts, frequently with examples and graphs, and concludes with a concise summary of the key takeaways. Throughout the book, there are links to free downloadable spreadsheets and a planning checklist to help you jump-start and organize your financial plan.
The content provided is a result of the feedback the authors have received over thousands of meetings with doctors, condensed into a thorough overview of the most relevant ideas. Teaching hospitals do an excellent job of training our next generation of doctors, yet most new physicians graduate without having had a class on managing their finances. This book was written to fill that knowledge gap.
Marshall Weintraub, Michael Merrill, and Cole Kimball are financial advisors with Finity Group, LLC, a financial planning firm specializing in working with doctors.
"Synopsis" may belong to another edition of this title.
About the Author
Marshall Weintraub, CFP(R)
Marshall's practice focuses on the special planning challenges doctors and their families face. His areas of professional interest include student loan management, home buying, and investment portfolio design. In addition to this book, he has written personal finance articles for the American College of Cardiology. Marshall graduated from the University of Washington, where he endured an 0-12 football season. He remains a cautiously optimistic Huskies fan.
Michael Merrill, CFP(R), ChFC(R), CLU(R)
Michael Merrill is a senior partner and financial advisor at Finity Group and one of the original founding members of Finity Group. He's directly involved in a wide scope of the firm's operations, most notably leading marketing efforts and setting a tone of integrity and diligence as the head of our compliance supervision department. Michael also maintains a personal financial planning practice, serving the needs of high net worth families by directly assisting in the development and maintenance of their financial plan strategies. His professional certifications include CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant(R) (ChFC(R)), and Chartered Life Underwriter(R) (CLU(R)).
Cole Kimball, CFA, AIF(R)
Cole serves as the Chief Investment Officer at Finity Group and as a financial advisor to his clients. After graduating from the University of Colorado Boulder, he started his career on the institutional side of finance working at different boutique broker-dealers before transitioning to the advisor role. In his free time, Cole enjoys being active and taking advantage of all the outdoor opportunities the Pacific Northwest has to offer. In the winter, there is a good chance you will bump into him on the mountains snowboarding, and in the summer, biking around town.
"About the title" may belong to another edition of this title.
Chiron Media
Wallingford, United Kingdom
AbeBooks seller since August 2, 2010
Shipping rates from United Kingdom to U.S.A.
| Item | 14 to 21 business days | 14 to 21 business days |
|---|---|---|
| First item | £ 15.49 | £ 15.49 |
Payment methods
Seller's business information
WRAP Ltd
Unit 4, 119 Loverock Rd
Reading, United Kingdom RG30 1DZ
Terms of sale
TBA
Right of withdrawal
If you are a consumer you can withdraw from the contract in accordance with the following. Consumer means any natural person who is acting for purposes which are outside his trade, business, craft or profession.
Information regarding the right of withdrawal
Statutory right to withdraw
You have the right to withdraw from this contract within 14 days without giving any reason.
The withdrawal period will expire after 14 days from the day on which you acquire, or a third party other than the carrier and indicated by you acquires, physical possession of the last good or the last lot or piece.
To exercise the right of withdrawal, electronically fill in and submit a clear statement on our website, under "My Purchases" in "My Account". We will communicate to you an acknowledgement of receipt of such a withdrawal on a durable medium (e.g. by e-mail) without delay.
To meet the withdrawal deadline, it is sufficient for you to send your communication concerning your exercise of the right of withdrawal before the withdrawal period has expired.
Effects of withdrawal
If you withdraw from this contract, we will reimburse to you all payments received from you, including the costs of delivery (except for the supplementary costs arising if you chose a type of delivery other than the least expensive type of standard delivery offered by us).
We may make a deduction from the reimbursement for loss in value of any goods supplied, if the loss is the result of unnecessary handling by you.
We will make the reimbursement without undue delay, and not later than 14 days after the day on which we are informed about your decision to withdraw from this contract.
We will make the reimbursement using the same means of payment as you used for the initial transaction, unless you have expressly agreed otherwise; in any event, you will not incur any fees as a result of such reimbursement.
We may withhold reimbursement until we have received the goods back, or you have supplied evidence of having sent back the goods, whichever is the earliest.
You shall send back the goods or hand them over to Chiron Media, Wallingford, United Kingdom, without undue delay and in any event not later than 14 days from the day on which you communicate your withdrawal from this contract to us. The deadline is met if you send back the goods before the period of 14 days has expired. You will have to bear the direct cost of returning the goods. You are only liable for any diminished value of the goods resulting from the handling other than what is necessary to establish the nature, characteristics and functioning of the goods.
Exceptions to the right of withdrawal
The right of withdrawal does not apply to:
- The delivery of newspapers, journals or magazines with the exception of subscription contracts; and
- The supply of digital content which is not supplied on a tangible medium (e.g. on a CD or DVD) if you accepted when you placed your order that we could start to deliver it, and that you could not withdraw once delivery had started.
Shipping terms
Shipping costs are based on books weighing 2.2 LB, or 1 KG. If your book order is heavy or oversized, we may contact you to let you know extra shipping is required.