Audiobooks are great. They let you listen to your favorite books on road trips and during your commute. Sometimes, on Audible the book is even cheaper than the paperback version. However, one downside of an audiobook is that you can’t see the images, graphs, and charts in the print book. Another downside is that you can’t click on the links like you can with an ebook.
On this page, I have included both images and links to additional resources at the end of each chapter from The White Coat Investor’s Financial Boot Camp: A 12-Step High-Yield Guide to Bring Your Finances Up To Speed. Below those you will also find images from my first book, The White Coat Investor: A Doctor’s Guide to Personal Finance and Investing.
Financial Boot Camp Images
Chapter 2 Image
Chapter 7 Images
Chapter 8 Image
Chapter 10 Image
Additional Resources for Financial Boot Camp
Chapter 1 Disability Insurance
List of good independent agents
An overview of disability insurance
The original series on disability insurance on the blog
A personal story of a doctor living off the proceeds of his disability insurance policy
Information on disability insurance for military doctors
Great calculator for estimating your personal chance of being disabled
Details of the American Medical Association group policy
Details of the American Academy of Family Practice group policy
Details of the American College of Physicians group policy
Details of the American Academy of Pediatrics group policy
Details of the American College of Surgeons group policy
Details of the American College of Emergency Physicians group policy
Chapter 2 Life Insurance
Step-by-step guide to buying life insurance
List of vetted independent insurance agents
Term4Sale—Access to Compulife database–free instant quotes
Insuring Income—Access to Compulife database–free instant quotes
List of techniques used by insurance agents to sell whole life insurance inappropriately
Still think whole life might be for you? Read through these questions first
Regretting buying a whole life policy? This post is for you
Chapter 3 Spending Plan
Emergency funds and avoiding debt
Spending in ways that increase your happiness
Useful checklist for pregnant physicians
Chapter 4 Student Loan Plan
List of companies that will refinance your student loans
List of advisors who specialize in student loan-related advice
Guide to managing student loans
Information about refinancing during residency
Public Service Loan Forgiveness
How and why to live like a resident
Income Driven Repayment Programs
Public Service Loan Forgiveness annual certification form
Discussion of challenges PSLF seekers have run into
How to mitigate PSLF legislative risk
Chapter 5 Boosting Income
The importance of contract negotiation
Financial Advice for Low Earning Physicians
Earning tips from real-life physicians
Developing passive income streams
The rules for having more than one 401(k)
A list of suggestions to increase your income
A WCI Network blog devoted to developing passive income
Chapter 6 Housing Plan
How to get a doctor mortgage loan
Dealing with housing in a high cost of living area
Chapter 7 Retirement Accounts
Morningstar.com—The best online database of mutual funds
A discussion of marginal and effective tax rates
A discussion of the relative size of various tax breaks, including retirement accounts
Why an individual 401(k) beats a SEP-IRA 99% of the time
How to do a backdoor Roth IRA, including how to fill out the tax form
Using a Health Savings Account as an extra retirement account
How to use more than one 401(k) at a time
A list of the best HSAs to invest in
A list of exceptions to the Age 59 ½ rule
Chapter 8 Investing
150 examples of a reasonable asset allocation
A brief description of how to be your own financial advisor
How to use future value to determine how much you need to save and for how long to reach your goals
An explanation of why you should invest in index funds
Describes the benefits, but also the difficulty, of using proper asset location to boost returns
How and why to rebalance your portfolio
How to build your portfolio if your 401(k) doesn’t offer low cost index funds
A discussion of the relative merits of stock and real estate investing
How to make sure you’re getting good advice at a fair price
An explanation of why Vanguard should be the default option for most of your investing
More information about real estate investment trusts
Why real estate investing provides solid returns
Chapter 9 Correcting Past Mistakes
Need an unbiased education about whole life insurance? Here you go
How to determine whether or not to keep your whole life insurance policy
How to get rid of the policy once you have evaluated it
A broad overview of annuities and why they make for lousy investments
Lots of great annuity tips in this review of the best book about annuities
An extensive overview of how to fire your financial advisor
A brief description of how to be your own financial advisor
How to make sure you’re getting good advice at a fair price
Recommended financial advisors
How to determine whether you need an advisor or not
How to stop being an investment collector
An explanation of why retirement accounts are so valuable
A discussion of prenuptial agreements
Chapter 10 Saving for College
More discussion of the four pillars of college savings
A ranking of 529 plans for both residents and non-residents
Discussion of how to choose a 529 plan
The Nevada (aka Vanguard) 529 plan
Discussion of how much risk to take with a 529
How real estate can function as a college savings plan
A good discussion of why saving for college using whole life insurance is a bad idea
Chapter 11 Estate Planning
A broad overview of estate planning
Information on revocable trusts and their uses
List of states and their estate tax exemption limits
Information on irrevocable trusts and their uses
Discussion of what to put in your irrevocable trust
A review of a great book about revocable trusts and why you should have one
A discussion of charitable trusts
Chapter 12 Asset Protection
A basic guide to asset protection
Information on irrevocable trusts and their uses
A discussion of controversial portable offshore asset protection trusts
A discussion of asset protection by MD/JD Doug Segan
Asset protection laws by state
A list of states that offer tenancy by the entirety
Information on revocable trusts and their uses
Discussion of what to put in your irrevocable trust
Images from The White Coat Investor: A Doctor’s Guide to Personal Finance and Investing
Chapter One Image
Chapter Two Images
Chapter Three Images
Chapter Seven Images
Chapter Thirteen Image
