Fire Your Financial Advisor: ATTENDING

Step-by-Step Guide to Creating Your Own Financial Plan

Enroll Now

See CME-Eligible Option

This course includes the Student, Resident, and Attending portions of the series.

You can upgrade at any time to the Wellness portion. See all options here.


This course series 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 while 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 Attending Online Course

Fire Your Financial Advisor for Attendings is the student, resident, and attending portions of the complete Fire Your Financial Advisor course series. It is a 17-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:

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.

These online courses are developed to grow with you, see all of the highest-yield personal finance topics they each cover.

STUDENT
  • The Math of Doctoring
  • How to Pay for School
  • Investing in School
  • Burnout Management
  • Student Loan Management
  • Life Insurance
  • Preparing for Residency
$99
BUY NOW
RESIDENT

All of the Student Topics, PLUS:

  • Disability Insurance
  • Job Selection
  • Contract Negotiation
  • Investing in Residency
  • Preparing for Becoming an Attending
Show ALL Topics
Student core features included:
  • The Math of Doctoring
  • How to Pay for School
  • Investing in School
  • Burnout Management
  • Student Loan Management
  • Life Insurance
  • Preparing for Residency
$299
BUY NOW

Student to Resident Course Upgrade:

Already bought the Student Course? Get the Resident Course upgrade.

UPGRADE $200
ATTENDING

All of the Student and Resident Topics, PLUS:

  • Working with Financial Advisors
  • All types of Insurance
  • Getting out of Debt
  • Housing Plan
  • Intentional Spending Plan
  • Creating your Investing Plan
  • Retirement Accounts
  • Asset Allocation
  • Estate Planning
Show ALL Topics
Student core features included:
  • The Math of Doctoring
  • How to Pay for School
  • Investing in School
  • Burnout Management
  • Student Loan Management
  • Life Insurance
  • Preparing for Residency
Resident core features included:
  • Disability Insurance
  • Job Selection
  • Contract Negotiation
  • Investing in Residency
  • Preparing for Becoming an Attending
$799
BUY NOW

Resident to Attending Course Upgrade:

Already bought the Resident Course? Get the Attending Course upgrade.

UPGRADE $500
WELLNESS
CME/CE

All of the Student, Resident, and Attending Topics, PLUS:

  • Physician Burnout Prevention
  • Work Life Balance
  • Taking Care of Physical Health
  • 8 Hours of CME/CE Credit
Show ALL Topics
Student core features included:
  • The Math of Doctoring
  • How to Pay for School
  • Investing in School
  • Burnout Management
  • Student Loan Management
  • Life Insurance
  • Preparing for Residency
Resident core features included:
  • Disability Insurance
  • Job Selection
  • Contract Negotiation
  • Investing in Residency
  • Preparing for Becoming an Attending
Attending Topics included:
  • Working with Financial Advisors
  • All types of Insurance
  • Getting out of Debt
  • Housing Plan
  • Intentional Spending Plan
  • Creating your Investing Plan
  • Retirement Accounts
  • Asset Allocation
  • Estate Planning
$1099
BUY NOW

Attending to Wellness Course Upgrade:

Already bought the Attending Course? Get the Wellness Course upgrade.

UPGRADE $300

The Fire Your Financial Advisor Series
Has 4 Course Options

Student
Course

  • The Math of Doctoring
  • How to Pay for School
  • Investing in School
  • Burnout Management
  • Student Loan Management
  • Life Insurance
  • Preparing for Residency
$99
BUY NOW

Resident
Course

All of the Student Topics, PLUS:

  • Disability Insurance
  • Job Selection
  • Contract Negotiation
  • Investing in Residency
  • Preparing for Becoming an Attending
$299
BUY NOW

Student to Resident Course Upgrade:

Already bought the Student Course? Get the Resident Course upgrade.

UPGRADE $200

Attending
Course

All of the Student AND Resident Topics, PLUS:

  • Working with Financial Advisors
  • All Types of Insurance
  • Housing Plan
  • Creating Your Investing Plan
  • Retirement Accounts
  • Asset Allocation
  • Estate Planning
  • Asset Protection
$799
BUY NOW

Resident to Attending Course Upgrade:

Already bought the Resident Course? Get the Attending Course upgrade.

UPGRADE $500

Wellness
CME/CE Course

All of the Student, Resident, AND Attending Topics, PLUS:

  • Physician Burnout Prevention
  • Work Life Balance
  • Taking Care of Physical Health
  • Malpractice Protection
  • 8 Hours of CME/CE Credit
$1099
BUY NOW

Attending to Wellness Course Upgrade:

Already bought the Attending Course? Get all the Wellness CME/CE Course upgrade.

UPGRADE $300

The Fire Your Financial Advisor Series Grows with You

  • TOPICS COVERED

  • The Math of Doctoring
  • How to Pay for School
  • Investing in School
  • Burnout Management
  • Student Loan Management
  • Life Insurance
  • Preparing for Residency
  • Disability Insurance
  • Job Selection
  • Contract Negotiation
  • Investing in Residency
  • Preparing for Becoming an Attending
  • Working with Financial Advisors
  • All Types of Insurance
  • Getting Out of Debt
  • Housing Plan
  • Intentional Spending Plan
  • Creating Your Investing Plan
  • Retirement Accounts
  • Asset Allocation
  • Estate Planning
  • Physician Burnout Prevention
  • Work-Life Balance
  • Taking Care of Physical Health
  • 8 Hours of CME/CE Credit

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 17 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.

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:


Andrew Paulson

Andrew Paulson is a Certified Student Loan Professional with a Masters degree in Accounting, who serves as the Co-Founder and Lead Consultant at StudentLoanAdvice.com. Drawing from personal experience, his journey was ignited by the challenge of navigating his wife's nursing school debt.

Under his guidance, Student Loan Advice has provided expert consultation on $600M in student loan debt for doctors and dentists nationwide, with a track record of saving clients an average of $167,000 on their student loans. Through personalized strategies, Andrew and his team have met with over 2,000 borrowers, helping them navigate the complexities of student loans.

Fire Your Financial Advisor Course Bonuses

Presentations by Many Top Finance Professionals
  • Bill Bernstein, MD
  • Mike Piper, CPA
  • Sarah Catherine (SC) Gutierrez, CFP
  • Morgan Housel
  • Brennan Boyd, MD
  • Brian Foley, MD, MBA
  • Altelisha Taylor, MD, MPH
  • Disha Spath, MD
  • Jonathan Clements
  • Rick Ferri, CFA
  • Paul Merriman
  • Daniel Kesten, JD
  • Ike Devji, JD
  • RobRoy Platt, 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
Free Retirement Calculator and Financial Planning Tool Access

WCI partnered with NewRetirement to bring you the ultimate financial planning software designed with high-income do-it-yourself investors like you in mind. This robust, easy-to-use tool is much more than a retirement calculator and enables you to do better with your money, time, taxes, housing, insurance, and much more.

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 Community 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

Income Driven Repayment Plans
Public Service Loan Forgiveness (PSLF)
Income Driven Repayment Forgiveness
Private Loans and Refinancing
Refinancing During 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
Resource- Retirement Calculators from New Retirement

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
Please Leave Us Feedback to Improve the Course

Introduction to Fire Your Financial Advisor for Residents
High-Yield Financial Topics Your Residents Need to Know – Brennan Boyd, MD

Disability Insurance
Life Insurance for Residents
How to Do Your Written Plan – Insurance
Insurance Worksheet

Investing for Residents
Becoming Financially Literate
Exploring the Tax Efficient Waterfall – Sarah Catherine Gutierrez, CFP

The First 12 Months
Job Selection
Contract Evaluation
Negotiation
Tricks, Hacks, and Financial Arbitrage
Finance 101: For Graduating Residents and New Attendings – Altelisha Taylor, MD MPH
How to Understand and Negotiate Your Employment Contract – Brian Foley, MD, MBA
Annihilate Your Student Debt – Disha Spath, MD
Live Like a Resident

The Written Plan

The Math of Doctoring
Introduction to Your Instructors
Money and Medicine
Choosing a School
How to Pay for School
Military Programs
Federal Programs
How to Think About Money as a Physician – Jonathan Clements

Minimizing Your Debt Burden in School
Investing in School
Choosing a Specialty
Choosing a Residency Program
Burnout Management
How to Think About Debt – James Dahle, MD

Getting Disability Insurance
Life Insurance for Students
Renting vs. Buying
Conclusion