The Online Course
Our online course, provocatively titled “Fire Your Financial Advisor” is designed to take you from being financially illiterate without a written financial plan to knowing the basics (and many advanced concepts) and having a written financial plan (and most importantly the ability to write your own financial plan) and the ability to follow it to financial success. A blog, podcast, and forum are great for entertainment, discovering new concepts, and staying up to date, but they’re lousy for providing a framework on which to hang your new knowledge. The online course provides you that framework so you can catch up to your fellow white coat investors rapidly and have the ability to synthesize new information onto your existing knowledge base. It is approximately eight hours long if you watch all the videos, take all the tests/quizzes, and do all the exercises. You can take it with your partner (but not your entire department). It costs just $499 (way cheaper than hiring a financial planner) and comes with a one-week, no questions-asked, 100% money-back guarantee.
Subtitled The Latest in Physician Wellness and Financial Literacy, this is our newest, most extensive course with over 34+ hours of video content from dozens of the best known names in physician financial education and wellness. It also offers 10+ hours of CME or Dental CE Credit, so you can use your CME funds to pay for it or at least write it off as a business expense. No risk here. It comes with a 1 week, no-questions-asked 100% money back guarantee if you have watched less than 10% of the course. $100 off from now through April 20th!
You can also still get the recordings from the 2018 conference:
The White Coat Investor: A Doctor’s Guide to Personal Finance and Investing
The original best-selling book, published shortly after my wife and I became millionaires, documents our journey from broke undergrads to financial success. It also teaches the basics of personal finance in a doctor-friendly way and most importantly, teaches you all the doctor specific stuff that most financial authors simply don’t know. Short, sweet, and to the point, it is that “$2 Million Book” you’ve been searching for.
The White Coat Investor’s Financial Boot Camp: A 12-Step Guide to Bring Your Finances Up to Speed
This book grew out of a 12 email course designed to bring the new reader up to speed with their white coat investor peers. If you’re the type who wants a high-yield, step-by-step guide (do this, then do this etcetera) that tells you exactly what to do and why, this is the book for you. It provides not only the instructions, but inspiring anecdotes from white coat investors just like you who have already done it.