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Financial Well-Being (eBook)

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  • 14,833 Words

Based on our research, industry interviews, and professional experience, this book:

•Presents the formula for true wealth management and conveys the great value of evidence-based investing;

•Articulates the main life-cycle challenges at different points in their careers, from starting out to maintaining a practice to retirement and beyond;

•Explores and describes the advanced planning issues unique to physicians, from enhancing tax results to protecting the family’s wealth to estate planning and charitable legacy implementations.

•Details the next steps for successful physicians seeking financial piece of mind.

Wherever you find yourself in your career—and however successful you have been to date—the information, stories and specific advice presented in this book will give you much to think about, and may help you make some important decisions to strengthen your long-term financial situation and achieve all your family’s goals and dreams.

Based on our research, industry interviews, and professional experience, this book:

•Presents the formula for true wealth management and conveys the great value of evidence-based investing;

•Articulates the main life-cycle challenges at different points in their careers, from starting out to maintaining a practice to retirement and beyond;

•Explores and describes the advanced planning issues unique to physicians, from enhancing tax results to protecting the family’s wealth to estate planning and charitable legacy implementations.

•Details the next steps for successful physicians seeking financial piece of mind.

Wherever you find yourself in your career—and however successful you have been to date—the information, stories and specific advice presented in this book will give you much to think about, and may help you make some important decisions to strengthen your long-term financial situation and achieve all your family’s goals and dreams.


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by Mike O'Donnell, Ryan O'Donnell

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