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White Coat Investor: Fire Your Financial Advisor

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Course Summary

Credits:

Format:

Cost:

Course

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$799

A White Coat Investor Education Program

A Step by Step Guide to Creating and Implementing Your Own Financial Plan. When you finish the course, you’ll feel confident that:

• You have all the insurance you need at the best possible price and none of the insurance you don’t need

• You are managing your student loans the right 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 without feeling guilty

• You aren’t paying any more taxes than you need to

• Your children and your assets will be taken care of if something should happen to you

• Your assets are protected from lawsuits as much as possible with a simple, straightforward, and inexpensive plan

• You have a written plan to follow that will guarantee your financial success

Topics Covered in the

Course

Over the years that I’ve been helping doctors and other high income professionals stop doing dumb stuff with their money, I’ve learned that most of them aren’t hobbyists. They don’t find personal finance and investing all that interesting. In fact, if given the choice, they’d rather not do it at all. Ideally, they would hire a “money guy (or gal)" who would take care of all this for them for a reasonable price.

Unfortunately, one of two things usually happens. The first is that they hire a “money guy,” but that person either gives crummy advice or charges too much for good advice. The second is that they become so busy or so paralyzed about which “money gal” to hire that they don’t do anything at all. Either way, they leave a lot of money on the table and go through life with a sense of unease that they are doing something wrong with their finances.


Does that describe you? If so, it’s time to get rid of that unease. I know you’re busy. I know you don’t actually enjoy this stuff. But you also know that you need to learn this stuff. I’m going to help you do it in the least painful way possible.


This course is for you. No more wading through dozens of books at the library, scrolling through hundreds of blog posts on dozens of blogs, or checking in daily with online forums trying to gain a financial education the way the hobbyists do. For 1/10th the price and half the time of hiring a professional financial planner, this course will take you from feeling anxious and having no plan to having a written financial plan you can follow the rest of your investing career as a professional and a retiree. This course is the material that should have been taught to you in college, medical school, or residency but never was.


Benefits of the Course

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

  • You have all the insurance you need at the best possible price and none of the insurance you don’t need

  • You are managing your student loans the right 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 without feeling guilty

  • You aren’t paying any more taxes than you need to

  • Your children and your assets will be taken care of if something should happen to you

  • Your assets are protected from lawsuits as much as possible with a simple, straightforward, and inexpensive plan

  • You have a written plan to follow that will guarantee your financial success



While every clinician needs to master the art of medicine and refine their skills, it is equally important for clinicians to understand basic financial education and preserve wealth from all the hard work.


**This educational program was created by our partners at White Coat Investors. Please note that promotions and coupons from Master Clinicians do not apply.

The Master Clinicians Urgent Care Membership offers access to the entire Urgent Care library! 

As a member, you can decide what course you like and learn at your own pace. There are over 150 CME credits hours of educational lectures taught by the industry’s best from AFC, GoHealth, CityMD, PM Pediatrics, UCA/NERUCA, NextCare, and Academic Centers such as Northwell, Mount Sinai and John Hopkins. In addition, there are many perks and free access to our Master Clinicians Urgent Care Summit live event.

Over $6,500 worth of value for only $1,000!

LIMITED SPECIAL

TWO YEAR

Membership

Access to all Master Clinicians created

Urgent Care Library

(over 150 CME hours)

Includes these current courses and bundles:

  • Urgent Care Essentials (5 CME credits)

  • Pediatric Urgent Care Essentials (6.5 CME credits)

  • Family Medicine Essentials (5 CME credits)

  • Emergency Medicine Essentials (15 CME credits)

  • Urgent Care Curveballs-Unexpected Diagnosis (8 CME credits)

  • Rapid Fire X-ray Crash Course for Urgent Care (8.5 CME credits)

  • Mastery Workshop-Laceration Repair (3 CME credits)

  • Mastery Workshop-Urgent Care Orthopedics (4 CME credits)

  • Master Workshop-Cant Miss X-Ray Findings (3 CME credits)

  • Conference on Demand: Urgent Care Women’s Health (10 CME credits)

  • Conference on Demand: Cant Miss Urgent Diagnosis (17.5 CME credits)

  • Urgent Care Medical Summit (19 CME credits)

  • Toxicology Essentials (4 CME credits)

  • Psychiatry for the Family Medicine Doctor (1 CME credits)

  • Clinician Burnout (1 CME credit)

  • Cardiology Essentials (5 CME credits)

  • Health Care Today: Providing Care for All (9 CME credits)

Now also includes:

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Free Access to

Urgent Care Summit

(5 CME credits)

Virtual Conference with Top Urgent Care Leadership and Bonus Q&A session 

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Urgent Care Podcast Series

(7.5 CME credits)

Pearls and Pitfalls, Cant Miss EKG, Ortho, Cant Miss X-rays, Patient Experience, Essential Topics in Urgent Care & Wound Care

NEW lineup of Urgent Care courses

(10 CME credits)

TBD for 2024

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NEW DOT certification/

recertification course

(10 CME credits)

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NEW Camp

Medicine Essentials

(3 CME credits)

Benefits

10% off

10% Discount to all Non-Urgent Care courses on Master Clinicians

(does not includes non-MC brands)

Claim a Free Gift

Access to the Master Clinicians Urgent Care Group on The Hive

Access to Master Clinicians Urgent Care Job Board

In person event

HIVE NYC

networking event

with drink tickets

Rewards

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Earn 5,000 Reward Points ($50) over 6 months and redeem at our Rewards Center

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LIMITED TIME OFFER
for existing 2023 members
Renewal for 2024 will earn an additional 10,000 reward points ($100)

Courses Included

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White Coat Investor: Fire Your Financial Advisor

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