Jim Dahle is the White Coat investor and head of the website, forum and podcast of the same name. Although American in focus there are many lessons for doctors in his book. This book grew from a 12 email set that he sends out to new subscribers to his book – so for free you can get most of the information in this book by joining his email list. This book follows up from the email series, provides more context and examples and more appendices and task lists. This book is also an expansion of his much slimmer 2014 book.
Contents are:
- Disability (income) insurance
- Life Insurance
- Spending plan
- Student loan plan
- Boosting income
- Housing plan
- Retirement accounts
- Investing
- Correcting Mistakes
- Saving for college
- Estate plan
- Asset Protection
List of Missions
Conclusion
Appendix A Recommended Books
Appendix B Financial Priority List for attending Physicians
Appendix C An example of a written Financial Plan
Appendix D Glossary
Buy it: great mindset advice about avoiding the expensive doctors house, doctors car and not giving in to debt based lifestyle inflation. Good tickbox lists, the example financial plan is excellent. I bought it to share with registrars.
Skip it: student loans, Retirement accounts are not applicable for us, but a small part of the book.