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Continuing Financial Education 2023
Wellness (CME/CE) Lectures
Time Smart: How to Reclaim Your Time and Live a Happier Life- Ashley Whillans, MA, PhD (60:33)
Choose to Thrive- Stacy Taniguchi, PhD (55:45)
Burnout: Novel Theories and Practical Coping Strategies- B.C. Krygowski, MD (47:20)
Mental Models: Combat Cognitive Bias and Build a Better Life- Ben White, MD (43:58)
Setting Boundaries for Physicians- Bonnie Koo, MD (43:01)
Living a (Medical) Life Less Ordinary- Dawn Baker, MD, MS (45:53)
Addressing Anxiety in Achievers: A New Approach to a Rising Problem- Dimitrios Tsatiris, MD (49:30)
Beyond Compassion Fatigue: Healing from the Trauma of Being a Healer- Elaine Goldhammer, MD (43:58)
Transforming from Burning Out to Burning Brightly- Elizabeth Chiang, MD, PhD (45:21)
Reclaiming Your Identity- Erin Garvey, MD (50:03)
Conversational Intelligence for Physicians: How to Improve Yours- Kate Louise Mangona, MD (41:32)
Food, Nutrition, Controversy, and Confusion: An Evidence-Based Approach to the Most Important Investment of Your Life- Kevin Forey, MD, MBA (53:28)
Sleepy MD: The Pervasiveness of Insomnia Amongst Clinicians and One Doctor's Journey to Better Sleep- Marisa Chavez, MD (52:00)
Getting Stuff Done: A Mindful Approach to Personal Productivity in the Digital Age- Matthew Morgan, MD, MS (54:21)
Do You NEED a Side Gig?- Nisha Mehta, MD (50:01)
How to Succeed in Negotiations: Tips and Tricks- Nisha Mehta, MD (50:39)
Making Molehills Out of Mountains- Scott Moore, DO (46:49)
Proactive Investment Strategy for Health and Wellness- Timothy Stark, MD (51:02)
Balancing Family and Medicine- Dawn Baker, MD, Kate Mangona, MD & Disha Spath, MD (84:19)
Burnout Proof: Navigating the Practice Whirlwind- Dike Drummond, MD (116:22)
How to claim your CME/CE credits
10% discount on future course purchase
Advanced Finance Lectures
Sustainable Withdrawal Rates: A Deep Dive- Christine Benz (57:20)
Determining How You Should Invest in Real Estate- James M. Dahle, MD, FACEP (49:20)
Advanced Tax Strategies for High-Income Earners- Alexis Gallati, EA, MBA, MS Tax, CTP (49:55)
The Pros and Cons of Selling Your Medical Practice- Andrew Roberts, MD (55:13)
So You Want 1099 Income? How to Start Your Own Private Medical Practice- Audrey Roberts, MD, IBCLC, FABM (60:45)
Healthcare Innovation and Entrepreneurship- Brennan Boyd, MD (45:32)
Retirement-Specific Risks: Which Are Worth Mitigation?- David Graham, MD (47:30)
How to Vet and Invest in Your First Real Estate Syndication- Dewan Farhana, DO, MS (40:00)
How to Teach Personal Finance to Students and House Officers- Erik Hofmeister, DVM, DACVAA, DECVAA, MA, MS (35:12)
Private Equity Investment in Your Practice: What Does it Mean? Pros, Cons & Food for Thought- Ezra Simons (57:22)
Asset Protection and Risk Management for Affluent Physicians- Ike Devji, JD (52:43)
How to Make Six-Figures in Real Estate Investing in One Year- Letizia Alto, MD, MA (47:21)
Office Efficiencies to Optimize Small Private Practice- Orrin Franko, MD (41:18)
Retirement Panel: Money is Just One of Many Considerations- David Graham, MD, Leif Dahleen, MD, James Lange, CPA, JD & Christine Benz (112:43)
Retirement Planning Strategies: Having Enough & Making It Last- Leif Dahleen, MD & James Lange, CPA, JD (117:15)
Building Your Lifetime Investment Plan- Paul Merriman (105:13)
Beyond Stocks and Bonds: Alternative Asset Classes- Yuval Bar-Or, PhD (52:43)
Basic Finance Lectures
Why Physicians Should Pursue Public Service Loan Forgiveness- Andrew Paulson, MAcc, CSLP® (51:32)
The Ancient Financial Wisdom of King Solomon, CFP®, CFA®- Brennan Boyd, MD (45:19)
Beyond Budgeting: How to Maintain Your Finances, Personal Sanity, and Marriage All at the Same Time- Dawn Baker, MD, MS (26:13)
Financial Baby Steps for Physician- Disha Spath, MD, FACP (30:55)
Crucial Estate Planning Concepts for Physicians: Can You Trust Online Trusts?- J. RobRoy Platt, JD (51:17)
How To Spend Your Money in Retirement- James M. Dahle, MD, FACEP (52:34)
Financial M&M: 11 Biggest Financial Mistakes That Most Doctors Make- Jordan Frey, MD (49:32)
Raising Kids with Common Cents- Julia Myers, PharmD, MBA, AAHIVP (35:35)
Converting Doctor Income to Passive Income: The Key To True Financial and Time Freedom- Peter Kim, MD (49:02)
Creating a Financial Talk That Doctors Want to Attend- Samuel Mathis, MD (47:40)
Disability Insurance: Everything Physicians Need to Know- Stephanie Pearson, MD, FACOG (51:44)
DIY Investing: Cut Costs and Save Towards Financial Independence- Stephen Pamatmat, MD (24:27)
Financial Strategies: Taxes Have Consequences- William MacDonald (35:04)
Creating Your Financial Plan- Chad Chubb & Daniel Wrenne (101:36)
Audio Only
Time Smart: How to Reclaim Your Time and Live a Happier Life- Ashley Whillans, MA, PhD
Choose to Thrive- Stacy Taniguchi, PhD
Burnout: Novel Theories and Practical Coping Strategies- B.C. Krygowski, MD
Mental Models: Combat Cognitive Bias and Build a Better Life- Ben White, MD
Setting Boundaries for Physicians- Bonnie Koo, MD
Living a (Medical) Life Less Ordinary- Dawn Baker, MD, MS
Addressing Anxiety in Achievers: A New Approach to a Rising Problem- Dimitrios Tsatiris, MD
Beyond Compassion Fatigue: Healing from the Trauma of Being a Healer- Elaine Goldhammer, MD
Transforming from Burning Out to Burning Brightly- Elizabeth Chiang, MD, PhD
Reclaiming Your Identity- Erin Garvey, MD
Conversational Intelligence for Physicians: How to Improve Yours- Kate Louise Mangona, MD
Food, Nutrition, Controversy, and Confusion: An Evidence-Based Approach to the Most Important Investment of Your Life- Kevin Forey, MD, MBA
Sleepy MD: The Pervasiveness of Insomnia Amongst Clinicians and One Doctor's Journey to Better Sleep- Marisa Chavez, MD
Getting Stuff Done: A Mindful Approach to Personal Productivity in the Digital Age- Matthew Morgan, MD, MS
Do You NEED a Side Gig?- Nisha Mehta, MD
How to Succeed in Negotiations: Tips and Tricks- Nisha Mehta, MD
Making Molehills Out of Mountains- Scott Moore, DO
Proactive Investment Strategy for Health and Wellness- Timothy Stark, MD
Balancing Family and Medicine- Dawn Baker, MD, Kate Mangona, MD & Disha Spath, MD
Burnout Proof: Navigating the Practice Whirlwind- Dike Drummond, MD
Sustainable Withdrawal Rates: A Deep Dive- Christine Benz
Determining How You Should Invest in Real Estate- James M. Dahle, MD, FACEP
Advanced Tax Strategies for High-Income Earners- Alexis Gallati, EA, MBA, MS Tax, CTP
The Pros and Cons of Selling Your Medical Practice- Andrew Roberts, MD
So You Want 1099 Income? How to Start Your Own Private Medical Practice- Audrey Roberts, MD, IBCLC, FABM
Healthcare Innovation and Entrepreneurship- Brennan Boyd, MD
Retirement-Specific Risks: Which Are Worth Mitigation?- David Graham, MD
How to Vet and Invest in Your First Real Estate Syndication- Dewan Farhana, DO, MS
How to Teach Personal Finance to Students and House Officers- Erik Hofmeister, DVM, DACVAA, DECVAA, MA, MS
Private Equity Investment in Your Practice: What Does it Mean? Pros, Cons & Food for Thought- Ezra Simons
Asset Protection and Risk Management for Affluent Physicians- Ike Devji, JD
How to Make Six-Figures in Real Estate Investing in One Year- Letizia Alto, MD, MA
Office Efficiencies to Optimize Small Private Practice- Orrin Franko, MD
Retirement Panel: Money is Just One of Many Considerations- David Graham, MD, Leif Dahleen, MD, James Lange, CPA, JD & Christine Benz
Retirement Planning Strategies: Having Enough & Making It Last- Leif Dahleen, MD & James Lange, CPA, JD
Building Your Lifetime Investment Plan- Paul Merriman
Beyond Stocks and Bonds: Alternative Asset Classes- Yuval Bar-Or, PhD
Why Physicians Should Pursue Public Service Loan Forgiveness- Andrew Paulson, MAcc, CSLP®
The Ancient Financial Wisdom of King Solomon, CFP®, CFA®- Brennan Boyd, MD
Beyond Budgeting: How to Maintain Your Finances, Personal Sanity, and Marriage All at the Same Time- Dawn Baker, MD, MS
Financial Baby Steps for Physician- Disha Spath, MD, FACP
Crucial Estate Planning Concepts for Physicians: Can You Trust Online Trusts?- J. RobRoy Platt, JD
How To Spend Your Money in Retirement- James M. Dahle, MD, FACEP
Financial M&M: 11 Biggest Financial Mistakes That Most Doctors Make- Jordan Frey, MD
Raising Kids with Common Cents- Julia Myers, PharmD, MBA, AAHIVP
Converting Doctor Income to Passive Income: The Key To True Financial and Time Freedom- Peter Kim, MD
Creating a Financial Talk That Doctors Want to Attend- Samuel Mathis, MD
Disability Insurance: Everything Physicians Need to Know- Stephanie Pearson, MD, FACOG
DIY Investing: Cut Costs and Save Towards Financial Independence- Stephen Pamatmat, MD
Financial Strategies: Taxes Have Consequences- William MacDonald
Creating Your Financial Plan- Chad Chubb & Daniel Wrenne
Mental Models: Combat Cognitive Bias and Build a Better Life- Ben White, MD
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