How To Do Your Written Plan-Asset Protection

Financial Wellness and Burnout Prevention for Medical Professionals

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)
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)
How to Use the Private Forum For Students (4:10)

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

Section 5 Destroying Your Student Loans

Section 6 How to Spend Money to Increase Current and Future Happiness

Section 7 Creating Your Investing Plan Part One - Setting SMART Goals That Matter To You

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

Section 11 Asset Protection

Section 12 Staying The Course

Section 13: Physician Wellness

Physician Burnout: A New Kind of Medical Epidemic- Nisha Mehta, MD (52:41)
How Physicians and Patients will Pay for Health Care and Other Expenses Now and In Retirement- James Dahle, MD (61:01)
Balancing Work, Family, and Finances- Bonnie Koo, MD (60:04)
Recovering From Cases That Make You Cry- Fahd Ahmad, MD (65:32)
Self-Knowledge: The Key To Managing Physical and Financial Health- Dawn Baker, MD (52:53)
Panel: Adventures in Burnout-Recognizing and Beating the Burn- Crispy Doc, James Turner, MD, Dawn Baker, MD, Reflections of a Millennial Doc (51:03)
Bridging the Intimacy Gap Between Doctor and Patients Through Shared Storytelling- Jordan Grumet, MD (26:13)
Protecting Your Patients and Yourself From Malpractice- James Dahle, MD (75:23)
Instructions for How to Receive Your CME/CE certificate

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