Comprehensive financial planning strategies for doctors and advisors : best practices from leading consultants and certified medical planners / edited by David Edward Marcinko and Hope Rachel Hetico.
Drawing on the expertise of multi-degreed doctors, and multi-certified financial advisors, Comprehensive Financial Planning Strategies for Doctors and Advisors: Best Practices from Leading Consultants and Certified Medical Planners™ will shape the industry landscape for the next generation as the current ecosystem strives to keep pace.Traditional generic products and sales-driven advice will yield to a new breed of deeply informed financial advisor or Certified Medical Planner™. The profession is set to be transformed by "cognitive-disruptors" that will significantly impact the
Formatted Contents Note
chapter 1 Unifying the Physiologic and Psychologic Financial Planning Divide: Holistic Life Planning, Behavioral Economics, Trading Addiction, and the Art of Money chapter 2 Physician Recruitment and Reimbursement Models of the Future: Migrating from Quantity of Care ... to Outcomes from Care chapter 3 Debt and Salary Review for Medical Professionals: Considerations for the Next Generation of Providers chapter 4 Hospital Fringe Benefits Plans and Stock Options: Understanding Employer and Employee Perspectives chapter 5 Basic Concepts of Personal Financial Planning: Revising Economic Principles for the New Normal chapter 6 Rudimentary Financial Accounting Statement Analysis: Understanding Cash Flow Management and Financial Ratio Analysis chapter 7 Establishing a Solid Foundation of Insurance Planning: The Bedrock of Life and Medical Practice chapter 8 Modern Risk-Management Issues for Physicians: It's Not Just about Medical Malpractice Liability Insurance Anymore! chapter 9 Personal Financial Accounting and Income Taxation: The Ethical Pursuit of Tax Reduction and Avoidance chapter 10 Basic Medical Office Tax Reduction Strategies: Executing Innovative Techniques chapter 11 Introduction to Major Investment Vehicles and Concepts: A Primer on Securities with Risk and Return Analysis chapter 12 Asset Protection and Planning Principles: What Is at Risk-How to Protect It chapter 13 Investment Banking, Securities Markets, and Margin Accounts: Fundamental Trading and Operational Principles chapter 14 Hedge Funds: Wall Street Personified chapter 15 Market Neutral Funds: Demystifying the Strategy chapter 16 Real Estate Investing: Diversification beyond Paper Assets chapter 17 Medical Practice as a New Asset Class?: Valuing the Quintessential Alternative Financial Investment chapter 18 Retirement Planning Practices: Transitioning to the End of Your Medical Career chapter 19 Professional Portfolio Construction: Investing Assets and Their Management chapter 20 Investment Policy Statement Construction: The Essential Document for Physician Investors and Healthcare Organizations chapter 21 Special Situations Planning: Nontraditional Financial Planning Topics chapter 22 Sales Contracting for Medical Practice Succession Planning: Reviewing Terms, Conditions, and Selling Agreements chapter 23 Techniques of Estate Planning: Avoiding End-of-Life Government Confiscation chapter 24 Selecting a Health Care Focused Financial Advisory Team: Providing Physician Centric-Not Advisor Centric-Holistic Financial Planning.