Fire Your Financial Advisor: RESIDENT

Laying Your Foundation for Financial Success as a Resident

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RESIDENT
  

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

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


You have had years of school, but personal finance and investing were not part of the curriculum.

While the big paychecks are coming soon, your high income alone won’t guarantee the life you pictured after getting accepted to medical school.

Even after three decades with a high income, over 25% of doctors in their 60s are not millionaires, and too many live paycheck to paycheck.

The first 12 months post-training are the most critical of your financial life.

Get them right, and you are likely to build wealth that will provide you with financial security, the ability to help others, and career opportunities you can now only dream of. ​

But if you grow into your attending income instantaneously, you will find yourself at mid-career working 1.5 FTEs and feeling burnt out with multiple mortgages, car payments, and six figures of student loan debt hanging over your head.

Getting your financial ducks in a row will increase happiness, prevent divorce, reduce burnout, and improve your ability to care for your patients.

While you didn't become a doctor with the primary goal of becoming rich, you've worked way too hard not to be financially successful.

You need the right tools to negotiate your ideal job, eliminate debt, buy your dream home, and become a millionaire within 5-10 years of residency graduation.

Your education is an investment, and you should obtain the highest return possible

Introducing the Fire Your Financial Advisor Resident Online Course

Fire Your Financial Advisor for Residents is the student and resident portions of the complete Fire Your Financial Advisor course series. It is a 10-hour online video course (with audio-only listening options) where you will navigate student loans and establish a plan to eliminate debt and become a millionaire 5-10 years from residency graduation.

This course teaches you to live better on less money and take full advantage of both government student loan programs and the tax code. You will gain the tools to choose the right job beyond just looking at salary. From retirement savings to flexible schedules, we'll show you how to get the most out of your compensation package to match your financial and lifestyle goals.

Applying the information taught in the Fire Your Financial Advisor (FYFA) course series will dramatically change your life, and you can enjoy a career most doctors only dream of.

By mid-career, you can eliminate the parts of your job that you dislike. You can drop night shifts and call. You can work with great partners and an ideal patient population. You can go on vacation every month, drive your dream car, and live where you want to live.

With the financial know-how and a written financial plan developed through the FYFA series, you will enjoy the freedom to spend guilt-free while still achieving your goals.

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

  • You understand the role of money in your career
  • You are managing your student loans the best way, maximizing the benefits of government programs, minimizing interest paid, and have a plan to get out of debt as soon as possible
  • You know how to evaluate job opportunities and find one that is the best fit for you
  • You can negotiate your employment contract to maximize compensation aligning with what you value most
  • 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 have a plan for your first 12 months of attending paychecks to eliminate debt and rapidly build wealth

Your schedule is packed and your budget is tight, but what you will learn in the Fire Your Financial Advisor for Residents course can literally make a difference worth millions of dollars over the course of your career.

This course will empower your life with the financial know-how to make career decisions that combat burnout and ensure longevity in your chosen profession. Having a plan for your loans will help you sleep worry-free at night. The security of having a financial plan in place will give you the choice to take sabbaticals, work part-time, go on the “parent track” for a few months or years, stay in academics, or even pursue passion projects. Ultimately, you will be able to choose to work in medicine past financial independence because you want to, not because you have to.

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 student loans, investing, taxes, or insurance in school, you have excelled at far more complicated subjects.

Thankfully, finances are much easier than organic chemistry.

Even if you plan on hiring a financial advisor, it's crucial to know the basics of personal finance. Unlike doctors' commitment to the Hippocratic oath, there is no similar oath for financial professionals.

Sadly, many doctors are ripped off by "advisors" and insurance agents. In fact, The White Coat Investor was born from a desire to protect other doctors from being taken advantage of.

Managing your own money can be one of your best-paid hobbies saving hundreds of thousands of dollars in financial advisor fees each year. But despite its provocative name, the Fire Your Financial Advisor course series will help you find and vet a financial advisor who won’t rip you off and will align with your financial needs.

You’ll finish the series with confidence that you understand foundational investing concepts and an advisor can help to implement them in your plan.

These online courses are designed to grow with you and offer the highest-yield personal finance topics.

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 core features 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

Enroll Risk-Free with Our
Money Back Guarantee

Enroll Risk-Free with Our Money Back Guarantee

Not sure you want it? 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.

As featured on:

Fire Your Financial Advisor: Resident Course Bonuses

Presentations by Many Top Finance Professionals
  • Jonathan Clements
  • Sarah Catherine (SC) Gutierrez, CFP
  • Brennan Boyd, MD
  • Brian Foley, MD, MBA
  • Disha Spath, MD
  • Altelisha Taylor, MD, MPH
Access to Private Forum
  • FYFA course series students only
  • Ask questions in private to Dr. Dahle, other students, and graduates of the FYFA course
Worksheets and Downloadable Templates
  • Written financial plan template
  • Examples of a financial plan for residents

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.

This course is the material that should have been taught to you in undergrad but never was.

Being a doctor is really hard . . . you knew that getting into Medical school. Yet, far too many physicians experience added financial stress alongside the demands of their careers and family life.

Financial security enables you to be a better partner, parent, and physician.

We're here to support you as you navigate crucial upcoming decisions. You can excel in your medical career, and with the tools you learn in the Fire Your Financial Advisor series, you can enjoy the financial success you've worked hard to achieve.

Course Overview

Introduction to Fire Your Financial Advisor for Residents
High-Yield Financial Topics Your Residents Need to Know – Brennan Boyd, MD
How to Use the Private Community for Students

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

Income Driven Repayment Plans
Public Service Loan Forgiveness (PSLF)
Income Driven Repayment Forgiveness
Private Loans and Refinancing
Refinancing During Residency
How to Do Your Written Plan – Student Loans
Student Loan Worksheet
Examples of Student Loan Portion of Written Financial Plan

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

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
Successful Budgeting: The First Step on the Pathway to Wealth – Disha Spath, MD

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

The Written Plan
Example of Written Financial Plan for Residents

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