Fire Your Financial Advisor

Create your personal financial plan.

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See CME-Eligible Option

This course will help you save thousands of dollars of frustrating financial mistakes, create a financial plan that will make you a millionaire, and live the good life.

Very few doctors go to medical or dental school with the primary goal of becoming rich.

You assumed it would be a side effect of the process and thought you would do well by doing good.

You’ve had a vision of the good life…

  • Living debt-free with no financial worries
  • Making purchases without checking your bank account first
  • Buying your dream home in the perfect location
  • Practicing on your own terms – maybe even dropping night shifts and call
  • Enjoying expensive shoes, toys, cars and maybe even a lake house
  • Traveling and exploring the world
  • Having the freedom to outsource chores, giving you more time with loved ones
  • Assisting your children with their education
  • Giving generously to your favorite charities
  • Providing your loved ones with opportunities and financial security
  • Retiring when you choose and maintaining the lifestyle you enjoy
  • Leaving a legacy for generations to come

While your vision of the good life may be different from those around you, you are on your way. You are well educated, intelligent, and either already earning a six-figure income or soon will be. However, you may often find yourself a little bit embarrassed by your lack of financial knowledge.

Have you dedicated years to training for a lucrative career to find that a lack of finance acumen has created some problems?

Is your debt load
piling up?

Maybe you have an expensive mortgage, car loans, and credit card balances and just covering the interest eats up a good portion of your work every month?

Maybe your
nest egg is tiny?

Or are you worried you are being ripped off by some professional you’ve hired?

Do you feel like your finances are a mess?

Does the good life still feel too far away, and almost out of reach?

Do you feel pressure to “live like a doctor?”

It comes from every direction when people know you are a doctor. You are “supposed” to drive a fancy car and go on nice vacations, right?

You need a solution. It’s time to get rid of your debt, eliminate financial stress, and start living YOUR version of the good life NOW.

Introducing the Fire Your Financial Advisor Online Course

Fire Your Financial Advisor is an 8-hour online video course (with audio only listening options) where you will both define your financial goals AND build a specific plan to achieve them.

Overcome your financial challenges and create a clear path to the “good life.” This course equips you with a straightforward written financial plan to follow during your career and throughout retirement.

In addition to guiding you to financial success, your plan will outline insurance, asset protection, and estate planning needs – so you will be confident that anyone who depends on you will be taken care of.

When you finish the course, you’ll feel confident that:

  • You have the best insurance for your needs at the best possible price and your family will be well taken care of if something should happen to you
  • You are managing your student loans the best way, maximizing the benefits of government programs, minimizing interest paid, and getting out of debt as soon as possible
  • You are either capable of managing your investments yourself or you are paying a competent advisor a fair price to do it for you
  • You are saving enough money to reach your goals and can spend the rest on whatever you like guilt-free
  • You aren’t paying any more taxes than you need to
  • Your assets are protected from lawsuits as much as possible
  • You have a custom written plan that if followed will guarantee your financial success

You’re extremely busy, and probably don’t enjoy this stuff. Fire Your Financial Advisor gives you only the high-yield, must-know personal finance topics so you’re not wasting your time.

As an added bonus, the course includes worksheets and examples that you can modify and use as you build your financial plan.

Here’s what a few of the 6,500 students have to say about the course:

Course Overview


  • Pre-Quiz and Goal Setting
  • What You Need to Know About Financial Advisors
  • What You Need to Know About Insurance
  • Developing a Plan for Your Housing
  • Destroying Your Student Loans
  • How to Spend Money to Increase Current and Future Happiness
  • Creating Your Investing Plan Part 1 – Setting SMART Goals That Matter to You
  • Creating Your Investing Plan Part 2 – Understanding Your Investing Accounts
  • Creating Your Investing Plan Part 3 – Asset Allocation and Implementation
  • Estate Planning
  • Asset Protection
  • Staying the Course

Best of all, you can do the course at your own pace.

Presentations are only a few minutes long, and each section takes about 30 minutes. You can complete the course in any order, skip what you already know, and go back and review any material later with lifetime access.

You can do this! While you may not have had classes about investing, taxes, or insurance in school, you have excelled at far more complicated subjects.

Thankfully, finances are much easier than organic chemistry or medicine.

Many professionals use this course to create their personal financial plan – and by not using an advisor are able to save hundreds of thousands of dollars over their life. Others find a good financial advisor that takes care of this task for them for a reasonable fee.

Despite its provocative name, the Fire Your Financial Advisor (FYFA) course can also help you find and vet a financial advisor that won’t rip you off and will align with your financial needs. You’ll finish the course with confidence that you understand the concepts an advisor can help to implement in your plan.

Whether you choose to manage your own finances or hire a professional, this course will give you the tools you need.

Fire Your Financial Advisor

Course features:

  • Create Your Custom Financial Plan
  • 8 Hours of Fire Your Financial Advisor Content
  • Private Community Access
  • Presentations by Top Financial Professionals
$799 Enroll Now

Financial Wellness and Burnout Prevention for Medical Professionals

Course features:

  • Create Your Custom Financial Plan
  • 8 Hours of Fire Your Financial Advisor Content
  • Private Community Access
  • Presentations by Top Financial Professionals
  • 8 Hours of Physician Wellness & Burnout Prevention Content
  • CME Eligibility (AMA CME or ADA CE)
$1,099 Enroll Now

Fire Your Financial Advisor
Financial Wellness and Burnout Prevention for Medical Professionals
Create Your Custom Financial Plan
8 Hours of Fire Your Financial Advisor Content
Bonus Content
  • Private Community Access
  • Presentations by Top Financial Professionals
8 Hours of Physician Wellness & Burnout Prevention Content
 
CME Eligibility (AMA CME or ADA CE)
 
Investment
$799
$1,099

Yes, $799 is a lot of money, but will save you thousands of dollars of frustrating financial mistakes and make you hundreds of thousands of dollars (millions for most) over the course of your career. GOOD Financial advice is expensive.

You Can Save Thousands of Dollars

A financial advisor would charge you $5,000-$10,000 to set up your financial plan plus ongoing management fees for years. Calculate how much your own time is worth.

Think about how much it would cost just for an hourly rate advisor to teach you these eight hours of material at $200-$500 an hour.

Then consider the value that this course could provide for you for just a fraction of the cost.

Enroll Risk-Free with Our
Money Back Guarantee

Enroll Risk-Free with Our Money Back Guarantee

Not sure you want it? Hesitant to commit the time and money to finally figure out your financial life?

We'll give you 7 days, risk-free, to decide. That's right. For the first week after you purchase it, you can return the course and get every dime back if it isn't the life-changing experience we know it will be.

You can take up to 25% of the course in those 7 days to determine if this course is for you. If you determine it's not right, email [email protected] within the 7 days to receive your refund.

Enroll Now Risk Free

Your Course Instructor
Dr. Jim Dahle

James M. Dahle, MD, is a practicing emergency physician and Air Force veteran from Salt Lake City, Utah. He became interested in personal finance and investing after becoming disillusioned with the way he was treated by several unscrupulous financial professionals. In an effort to help his fellow physicians and other high-income professionals avoid the same errors, he started The White Coat Investor website in 2011. It rapidly grew into the most widely-read, physician-specific personal finance and investing website in the world. He has written four Amazon best-selling books, publishes two weekly podcasts, developed multiple online courses, and holds an annual conference all aimed at helping his fellow physicians become more financially literate. He is convinced that increasing the financial security of doctors enables them to be better partners, parents, and care givers along with reducing burnout, decreasing suicide risk, and improving patient care.

As featured on:

Fire Your Financial Advisor Course Bonuses

Presentations by Many Top Finance Professionals
  • Bill Bernstein, MD
  • Mike Piper, CPA
  • Sarah Catherine Gutierrez, CFP
  • Larry Keller, CFP, CLU, ChFC, RHU, LUTCF
  • Morgan Housel
  • Disha Spath, MD
  • Ben White, MD
  • Jonathan Clements
  • Rick Ferri, CFA
  • Paul Merriman
  • Daniel Kesten, JD
Access to Private Forum
  • FYFA students only
  • Ask questions in private to Dr. Dahle and to other students and graduates of the FYFA course
10 Worksheets and Downloadable Templates
  • Written financial plan template
  • Examples of each section of financial plan
  • Pre and post quiz and explanations

No more wading through dozens of books at the library, listening to numerous podcasts, scrolling through hundreds of blog posts, or checking in with online communities trying to gain a financial education.

For a fraction of the price and half the time of hiring a professional financial planner, Fire Your Financial Advisor will take you from feeling anxious about your financial future to having a written financial plan you can confidently follow for the rest of your life.

This course is the material that should have been taught to you in college, medical school, or residency but never was.

Let us take you by the hand and guide you to your good life. You’ve earned that.

Enjoy a life free from financial worries, a career where you make a real contribution to society, indulge in luxuries you love, have the ability to help others financially throughout your life, and embrace a comfortable retirement at a time of your choosing.

Course Overview

What You Will Learn
Course Description
Pre-Test (25 Questions)
About the Instructor
Introduction to Other Resources
Why You Need a Plan
How to Make Your Written Plan
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
How to Use the Private Forum for Students

What an Advisor Can Do for You
The Cost of Advice
How to Pay for Advice
What to Look for in an Advisor
How to Use an Advisor
Can You Do It Yourself?
How to Move Your Money
Section Quiz (6 Questions)
Quiz Answers and Explanations
How to Engage with a Financial Advisor as a DIY Investor – Sarah Catherine Gutierrez, CFP

General Insurance Topics
Disability Insurance
Life Insurance
Getting Life Insurance Quotes
Liability Insurance
Property Insurance
Health Insurance
Avoiding Insurance-Based Investments
How to Do Your Written Plan – Insurance
Insurance Worksheet
Examples of Insurance Portion of Written Financial Plan
Section Quiz (6 Questions)
Quiz Answers and Explanations

Why a House Is an Investment
Resisting the Urge to Buy
How Much to Spend
Interacting with Realtors
Interacting with Lenders
Physician Mortgage Loans
Paying Off Your Mortgage Early
How to Do Your Written Plan – Housing
Housing Plan Worksheet
Examples of Housing Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Answers and Explanations

Minimizing the Burden
Income Driven Repayment Plans
Public Service Loan Forgiveness (PSLF)
Refinancing During Residency
Refinancing After Residency
Pay Off Debt Quickly
Paying Off Loans vs. Investing
How to Do Your Written Plan – Student Loans
Student Loan Worksheet
Examples of Student Loan Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Answers and Explanations

Live Like a Resident
Hit the Ground Running
Cash Flow Planning (Budgeting)
Budget Example
Minimizing Fixed Expenses
Sinking Funds
Emergency Funds
How to Do Your Written Plan – Spending
Examples of Spending Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Explanations and Answers

Setting SMART Goals
The Three Enemies of the Investor
How Much You Need to Retire
Savings Rate
Social Security
College Savings
Future Value Function
Payment Function
Period Function
How to Do Your Written Plan – Goals
Goal Worksheet
Examples of Goals Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Answers and Explanations
How Social Security Affects You - Mike Piper, CPA

Investing in a Taxable Account
Read Your Plan Documents
Two Main Types of Retirement Accounts
Employer-Provided Retirement Accounts
Self-Employed Retirement Plans
Defined Benefit Plans
The Backdoor Roth IRA
Health Savings Account (HSA)
Multiple 401(k)s
529 Plans – Education Savings
Secure Act 2.0
How to Do Your Written Plan – Investing Accounts
Examples of Investing Accounts Portion of Written Financial Plan
Section Quiz (13 Questions)
Quiz Answers and Explanations
Tax-Efficient Investing – Mike Piper, CPA

Stocks, Bonds, and Mutual Funds
The Case for Mutual Funds
Index Funds
Introduction to Asset Classes
Total Market vs. Factor Investing
Options for Real Estate Investing
Choosing an Asset Allocation
The Simple Approach
Tax-Efficiency and Asset Location
Implementing Your Asset Allocation
Rebalancing Your Portfolio
How to Make a Rebalancing Spreadsheet
Investing in Retirement
How to Do Your Written Plan – Asset Allocation
Asset Allocation Worksheet
Examples of Asset Allocation Portion of Written Investing Plan
Build an Asset Allocation Spreadsheet
Section Quiz (10 Questions)
Quiz Answers and Explanations
The Education of an Index Investor- Rick Ferri, CFA
Tax-Efficient Investing in Taxable Accounts – Mike Piper, CPA
What Is Factor Investing? – Paul Merriman
How Physicians Fail at Investing - William Bernstein, MD

Purposes of Estate Planning
Why You Need a Will
Probate and Designating Beneficiaries
Revocable Trusts
Avoiding the Death Tax
How to Gift Assets
Irrevocable Trusts
When to Meet with an Estate Planning Attorney
How to Do Your Written Plan – Estate Planning
Estate Plan/Asset Protection Worksheet
Examples of Estate Planning Portion of Written Financial Plan
Section Quiz (8 Questions)
Quiz Answers and Explanations
Crucial Estate Planning Concepts for Physicians: Can You Trust Online Trusts?- J. RobRoy Platt, JD
Estate Planning- Taking Care of Those You Care About Most- Daniel Kesten, JD

Evaluating Your Risks
Insurance: The First Line of Defense
Learning Your State Asset Protection Laws
Should I Incorporate My Practice?
Separating Toxic and Non-Toxic Assets
Advanced Asset Protection
How to Do Your Written Plan – Asset Protection
Estate Plan/Asset Protection Worksheet
Examples of Asset Protection Portion of Written Financial Plan
Section Quiz (7 Questions)
Quiz Answers and Explanations
Protecting Your Patients and Yourself From Malpractice- James Dahle, MD
Asset Protection and Risk Management for Affluent Physicians- Ike Devji, JD

Staying the Course and Market History
Initial and Continuing Financial Education
Modifying the Plan
How to Do Your Written Financial Plan – Finishing the Plan
Financial Plan Worksheet
Implementing Your Plan
Section Quiz (8 Questions)
Quiz Answers and Explanations
The Psychology of Investing- Morgan Housel
Final Exam (50 Questions)
Final Exam Answers and Explanations
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